Training Videos
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
Resource Management
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
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
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