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Procore

Training Videos

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The following page contains a list of all Procore training videos. The videos can also be found in the Procore User Guide under their respective Tool home pages.  

If you are new to Procore, it's strongly recommended that you view all of these training videos in the context of Procore's "Open Enrollment" self-paced learning course. Registration is free! To learn more and sign-up, see http://learn.procore.com. 

Core Tools

Directory

  • Directory and Permission Levels

Documents

  • Upload Document
  • Manage File Versions
  • Organize Files and Folders
  • Manage Documents
  • Manage Permissions
  • File and Folder Structure
  • View Documents

Home (General Navigation)

  • Navigating Procore

Reports

  • Create Custom Reports

tasks

  • Add a Task
  • Configure Tasks Settings
  • Resolve a Task
  • View a Task

Project Management

Coordination Issues

  • Coordination Issues - Overview
  • Coordination Issues - Getting Started
  • Import Locations from Revit® to Procore
  • Import Viewpoints
  • Create a Coordination Issue
  • View Coordination Issues
  • Syncing and Tracking Changes
  • Elevate to an RFI
  • Save an NWD File
  • Dashboard and Exports Overview
  • Designer and Detailer Workflows

Drawings

  • Configure Drawings Settings
  • Upload Drawings
  • Upload Drawing Revisions
  • View Drawings
  • View and Compare Drawings
  • Mark Up Drawings

Meetings

  • Configure Meetings Settings
  • Create Meetings
  • View Meetings
  • Mobile Meetings
  • Meetings Overview

Photos

  • Configure Photos Settings
  • Upload Photos
  • Photo Management
  • Mobile Photos
  • Photos Overview

Reports

  • Create Custom Reports

RFIs

  • Configure RFI Settings
  • Create an RFI
  • Close an RFI
  • Respond to an RFI
  • RFIs Overview

Schedule

  • Configure Schedule Settings
  • View a Schedule
  • Procore Drive Schedule
  • Schedule Overview

Submittals

  • Configure Submittal Settings
  • Import Submittals
  • Create Submittals
  • Basic Navigation of the Submittals Tool
  • Respond to Submittals
  • Close, Revise, and Distribute a Submittal
  • Submit Submittals
  • Navigate Submittals

Specifications

  • Configure Specification Settings
  • Upload Specifications
  • Upload a Spec Book
  • Manage Specifications
  • View Specifications
  • Submittal Builder
  • Submittals Overview

Construction Financials

Bidding

  • Create a Bid Package
  • Submit a Bid
  • Invite Bidders to Bid
  • Configure Bid Settings
  • Upload Bid Set of Specs
  • Upload Bid Set of Drawings
  • Upload Bid Documents
  • Update and View Bid Package

Budget

  • Budget Forecasts, Projections, and Reports
  • Create a Budget Modification
  • Set up a Budget
  • Set up Configurable Budget Views
  • Add New Line Items to a Budget
  • Create a Change Event
  • Create a Direct Cost
  • Navigate the Forecasting Tab

Change management

  • Create a Change Event
  • Create an RFQ
  • Create and Send RFQs
  • Create a Prime PCO
  • Create a Commitment Change Order
  • Respond to an RFQ
  • Respond to RFQs on Behalf of a Subcontractor
  • Add a Line Item to a Change Event

Commitments

  • Commitment Management
  • Configure Commitment Settings
  • Create a Commitment Change Order 
  • Create a Subcontractor Invoice on Behalf of a Subcontractor
  • Create and Send Subcontractor Invoice Invitations
  • Invite a Subcontractor to Create a SSOV
  • Edit Subcontractor Schedule of Values
  • Create a Purchase Order
  • Create a Contract
  • Create a Subcontract
  • Create a Commitment

Direct Costs

  • Direct Cost Management
  • Create a Direct Cost

Invoicing

  • Create a Subcontractor Invoice on Behalf of a Subcontractor
  • Create and Send Subcontractor Invoice Invitations
  • Configure Invoice Settings
  • Create and Owner Invoice
  • Review a Subcontractor Invoice
  • Submit an Invoice
  • Create an Owner Invoice
  • Commitment Management

Prime Contract 

  • Set up a Prime Contract
  • Create Prime PCOs
  • Configure Prime Contract Settings
  • Create an Owner Invoice
  • Add a Financial Markup to a Prime Contract
  • Configure Prime Contract Change Order Tiers
  • Create and Send RFQs
  • Create a Schedule of Values for a Prime Contract
  • Review a Prime Contract
  • Review PCCOs

Quality and Safety

Daily Log

  • Configure Daily Log Settings
  • Add Daily Log Entries
  • View Daily Log Reports
  • Daily Log Overview

Forms

  • Create a Form Template
  • Fill Out a Form

Incidents

  • Create Incidents
  • Configure Incidents

Inspections

  • Create Inspection Templates
  • Create Project Level Inspections
  • Perform Inspections (Mobile)
  • Create Company Level Multiple Response Sets

Observations

  • Configure Observation Settings
  • Create Observations
  • Add Observation Templates
  • Close an Observation
  • View Observations
  • Resolve Observations
  • Respond to an Observation

Punch List

  • Configure Punch List
  • Review and Close Punch List Items
  • Create Punch List Items from the Drawings Tool (Mobile)
  • Close a Punch List Item
  • Resolve a Punch List Item
  • View a Punch List Item
  • Import Punch Items

Field Productivity

Crews

  • Create a Crew
  • Create a Crew (Mobile)
  • Add a Worker
  • Add a Worker (Mobile)

Timesheets

  • Configure Timesheet Settings
  • Create a Timesheet
  • Create a Timesheet (Mobile)
  • Review and Approve a Timesheet
  • Sign Weekly Time Entries for All Projects
  • Set Up and View a Labor Budget to Actual Report
  • Set Up and View a Production Quantity Report
  • Set Up and View a Field Production Report
  • View Field Production Reports
  • Review and Approve a Timesheet

T&M Tickets

  • Intro to T&M Tickets
  • Configure T&M Ticket Settings
  • Create a T&M Ticket
  • Request a Signature and Sign a T&M Ticket
  • Create a T&M Ticket (Mobile)

Superintendent

Crews

  • Create a Crew (Web)
  • Create a Crew (Mobile)
  • Add Worker (Web)
  • Add Worker (Mobile)

Daily Log

  • Daily Log (Web)
  • Daily Log (Mobile)

Directory

  • Directory/Emails

Documents

  • Documents

Forms

  • Fill Out a Form (Mobile)

Incidents

  • Create an Incident
  • Configure Incident Settings

Inspections

  • Add Inspection Templates to a Project
  • Perform an Inspection (Mobile)

Meetings

  • Meetings (Web)
  • Meetings (Mobile)

Observations

  • Add Observation Templates
  • Create an Observation
  • Close an Observation

Photos

  • Photos (Web)
  • Photos (Mobile)

Punch List

  • Configure Punch List Settings
  • Create a Punch List Item (Mobile)
  • Accept and Close a Punch List Item (Mobile)

Reports

  • Create a Custom Report

RFIs

  • RFIs

Schedule

  • Schedule

Specifications

  • Specifications

Timesheets

  • Create a Timesheet (Web)
  • Create a Timesheet (Mobile)

Subcontractor

Bidding

  • Submit a Bid

Commitments

  • Edit Subcontractor SOV

Daily Log

  • Add a Daily Log Item (Mobile)

Drawings

  • View Drawings
  • View and Compare Drawings (Mobile)
  • Mark Up Drawings (Mobile)

Documents

  • View Documents

Emails

  • Reading Emails Sent from Procore

Invoicing

  • Submit an Invoice

Observations

  • View Observations (Mobile)
  • Resolve Observations (Mobile)

Punch List

  • Resolve a Punch List Item (Mobile)
  • View a Punch List Item (Mobile)

RFIs

  • Create RFIs (Mobile)
  • Respond to an RFI

Schedule

  • View a Project Schedule (Web/Mobile)

Specifications

  • View Specifications

Submittals

  • Submit Submittals

Tasks

  • Resolve a Task
  • View a Task

Specialty Contractor as Client - Core Tools

Documents

  • Procore Drive
  • Manage Documents

Reports

  • Create Custom Reports

Tasks

  • Add a Task

Specialty Contractor as Client - Project Manager

Bidding

  • Configure Bid Settings
  • Create a Bid Package
  • Invite Bidders to Bid
  • Upload Bid Documents
  • Upload Bid Set to Drawings
  • Update and View a Bid Package

Drawings

  • Configure Drawings
  • Upload Drawings
  • Mark Up Drawings (Mobile)
  • View and Compare Drawings (Mobile)

Meetings

  • Configure Meetings
  • Create Meetings
  • Meetings (Mobile)
  • View Meetings

Photos

  • Photos (Mobile)
  • Upload Photos

RFIs

  • Create an RFI
  • Close an RFI

Schedule

  • Configure Schedule
  • View Schedule
  • Procore Drive

Specifications

  • Upload a Spec Book

Submittals

  • Navigate Submittals
  • Configure Submittals
  • Create Submittals
  • Import Submittals
  • Close, Revise, and Distribute Submittal
  • Respond to Submittal

Specialty Contractor as Client - Quality & Safety

Daily Log

  • Configure the Daily Log Tool
  • Add Daily Log Entries

Incidents

  • Create Incidents (Mobile)

Inspections

  • Add Inspection Templates
  • Create Company Level Inspection Templates
  • Perform Inspections (Mobile)

Observations

  • Add Observation Templates
  • Create an Observation
  • Respond to an Observation

Punch List

  • Configure the Punch List Tool
  • Create a Punch List Item
  • Respond to a Punch List Item
  • Close a Punch List Item

Specialty Contractor as Client - Construction Financials

Budget

  • Add New Line Items to a Budget
  • Create a Budget Modification
  • Create a Direct Cost
  • Create a Change Event
  • Set Up a Budget

Change Events

  • Create a Change Event
  • Respond to an RFQ on Behalf of a Subcontractor

Commitments

  • Create a CCO
  • Create a Subcontract
  • Configure Commitment Settings
  • Create a Purchase Order

Prime Contract

  • Create a Prime Contract
  • Create a Schedule of Values for a Prime Contract
  • Configure Prime Contract Settings
  • Add Financial Markups to a Prime Contract
  • Configure Prime Contract Order Tiers
  • Create and Send an RFQ

Owner - Project Management

Drawings

  • Upload Drawings
  • Upload Drawing Revisions
  • View Drawings
  • Mark Up Drawings

Meetings

  • Create Meetings
  • Meetings Mobile

Photos

  • Upload Photos
  • Photo Management
  • Photos (Mobile)

RFIs

  • Create an RFI
  • Close an RFI

Schedule

  • View Schedule

Specifications

  • Upload Spec Book
  • View Specifications
  • Manage Specifications

Submittals

  • Submittal Navigation
  • Create a Submittal
  • Respond to a Submittal
  • Close, Revise, and Distribute a Submittal
  • Submittal Builder

Owner - Project Financials

Budget

  • Set Up a Budget
  • Add New Line Items to the Budget
  • Budget Forecasts, Projections, and Reports
  • Create a Budget Modification

Change Events

  • Create a Change Event
  • Create a Prime PCO
  • Create and Send an RFQ
  • Respond to an RFQ

Commitments

  • Create a Purchase Order
  • Invite a Contractor to Create a Contractor SOV
  • Create a Contract
  • Create a CCO

Direct Costs

  • Create a Direct Cost

Invoicing

  • Create an Owner Invoice
  • Create and Send Contractor Invoice Invitations
  • Create a Contractor Invoice on Behalf of a Contractor
  • Review a Contractor Invoice

Prime Contract

  • Create a Schedule of Values from a Prime Contract
  • Configure Change Order Tiers for the Prime Contract Tool
  • Set Up Prime Contracts

Owner - Pre-construction

Bidding

  • Create a Bid Package
  • Invite Bidders to Bid
  • Update and View a Bid Package
  • Upload Bid Documents

Prequalifications

  • Prequalify a Company
  • Set Up a Prequalification Form
  • Submit a Prequalification Form

Owner - Core Tools

Directory

  • Directory and Permission Levels

Documents

  • Procore Drive

Home

  • Navigating Procore

Reports

  • Create Custom Reports

Tasks

  • Add a Task
  • Configure Tasks Settings

Owner - Quality & Safety

Daily Log

  • Add a Task
  • Configure the Daily Log Tool
  • View Daily Log Reports

Forms

  • Create a Form Template
  • Fill Out a Form (Mobile)

Incidents

  • Configure the Incidents Tool
  • Create an Incident (Mobile)

Inspections

  • Add Inspection Templates
  • Create an Inspection Template
  • Perform Inspections

Invoicing

  • Review an Owner Invoice

Observations

  • Add Observation Templates
  • Configure the Observations Tool
  • Create an Observation

Prime Contract

  • Review a Prime Contract
  • Review PCCOs

Punch List

  • Configure the Punch List Tool
  • Create a Punch List Item
  • Respond to a Punch List Item
  • Close a Punch List Item

Field Worker

Change Events

  • Create a Change Event (Mobile)
  • Add a Line Item to a Change Event (Mobile)

Commitments

  • Create a Commitment (Mobile)

Coordination Issues

  • View Coordination Issues (Mobile)

Correspondence

  • View and Respond to a Correspondence Item

Daily Log

  • Add Daily Log Entries (Mobile)

Documents

  • Upload and View Documents

Drawings

  • View Drawings (Mobile)
  • Mark Up Drawings (Mobile)

Forms

  • Fill Out a Form (Mobile)

Incidents

  • Create an Incident (Mobile)

Inspections

  • Perform an Inspection (Mobile)

Meetings

  • View Meetings (Mobile)

Models

  • View a Model (Mobile)

Observations

  • Create an Observation (Mobile)
  • Respond to an Observation (Mobile)

RFIs

  • Create an RFI (Mobile)

Schedule

  • View the Schedule (Mobile)

Specifications

  • View Specifications (Mobile)

Submittals

  • View a Submittal (Mobile)

Tasks

  • Create a Task (Mobile)

Timesheets

  • Create a Timesheet (Mobile)

T&M Tickets

  • Create a T&M Ticket

Admin

Admin

  • Edit and Manage Configurable Fieldsets
  • Create New Configurable Fieldsets
  • Create Observation Templates
  • Create Punch Item Templates
  • Create Meeting Templates
  • Manage Project Settings
  • Manage Company Settings
  • Add Project Dates
  • Add Project Roles
  • Add Trades
  • Defaults
  • Import Cost Codes into the Admin Tool
  • Import Locations to the Project Admin Tool

Directory

  • Add a User to the Company Directory
  • Add a Company to the Company Directory
  • Create a Distribution Group
  • Import Users into the Directory Tool
  • Import Companies into the Directory Tool

Inspections

  • Create Multiple Response Sets

Punch List

  • Import Punch Items into the Project Punch List Tool

Reports

  • Create Custom Reports

Submittals

  • Import Submittals to the Project Submittals Tool