Teaching Workflows in Procore

Drawings/
Plan Reading

Working with Drawings
Instructional videos

• Uploading Drawings
• Viewing Drawings
• Marking Up Drawings
• Uploading Drawing Revisions

Teaching Materials

• Vortex Center Drawings
  Sample drawing set that instructors can download and import into their Procore account
• Plan Reading Presentation Keynote
• Plan Reading Presentation PowerPoint
• Procore's Plan Reading Lesson (English) Video
• Procore’s Plan Reading Lesson (Spanish) Video

Student Activities

• Plan Reading Virtual Activities - Students login to a prebuilt Procore account to play two levels of plan reading activities where they interpret drawings to determine the answers to the questions. Here is a short video on how to utilize these activities in your class. 
  • Login to Procore on the web or download the Procore Mobile App from the Apple App Store on an iPad or iPhone, and enter username: continuingeducation@procore.com; password: #1ProcoreStudent (note that password is case sensitive).
    • With this login information, students will not have access to the Documents folder that contains the questions and answer sheets, so you will have to distribute the questions prior.
      • Level 1 Questions PDF
        Level 1 Questions Fillable PDF
        Level 1 Answers PDF
      • Level 2 Questions PDF
        Level 2 Questions Fillable PDF
        Level 2 Answers PDF
  • If you don't mind if students have access to the questions and answer sheets in the Documents tool, you can use this login: learn@procore.com; password: #1ProcoreStudent (password is case sensitive)
• Drawings Classroom Exercises PDF

• Submittals Overview
• Using Procore's Submittal Builder
• Upload Specifications
• View Specifications
• Manage Specifications

Teaching Materials

• Vortex Center Specifications
  Sample specification set that instructors can download and import into their Procore account

Working with RFIs
Instructional videos

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

Teaching Materials

• RFI Presentation Keynote
• RFI Presentation PowerPoint

Student Activities

• RFI Classroom Exercises PDF

Working with Submittals
Instructional videos

• Using Procore's Submittal Builder
• Create Submittals
• Basic Navigation of the Submittals Tool
• Respond to Submittals
• Close, Revise, and Distribute a Submittal
• Submit Submittals

Teaching Materials

• Vortex Center Specifications
  Sample specification set that instructors can download and import into their Procore account
• Submittals Presentation Keynote
• Submittals Presentation PowerPoint

Student Activities

• Submittals Classroom Exercises PDF

Working with the Daily Log
Instructional videos

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

Teaching Materials

• Daily Log Presentation Keynote
• Daily Log Presentation PowerPoint
• Sample Microsoft Project Schedule MPP File

Student Activities

• Daily Log Classroom Exercises PDF

Working with the Punch List
Instructional videos

• Create a Punch List Item (Mobile App)
• View a Punch List Item
• Resolve a Punch List Item
• Close a Punch List Item

Student Activities

• Punch List Classroom Exercises PDF

Working with Inspections & Observations
Instructional videos

• Create Inspection Templates
• Create Project Level Inspections
• Perform Inspections (Mobile)
• Create an Observation
• Respond to an Observation (Mobile)

Teaching Materials

• Sample Finishes Template PDF

Student Activities

• Inspections & Observations Classroom Exercises PDF

Working with Models and Coordination Issues Tools
Instructional videos

• Publish a Model to Procore
• View a Model
• Import Grids from Revit to Procore
• Overview of Coordination Issues Tool
• Getting Started with Coordination Issues
• Create a Coordination Issue
• Import Locations from Revit to Procore

Teaching Materials

• Vortex Project BIM Model 
  Sample model that instructors can download and import into their Procore account
• BIM Presentation Keynote
• BIM Presentation PowerPoint
• Procore's BIM Classroom Lesson (English) Video
• Procore's BIM Classroom Lesson (Spanish) Video

Student Activities

• BIM Treasure Hunt Virtual Activity - Students login to a prebuilt Procore account to play an activity where they navigate a 3D model to determine the answers to the questions. Here is a short video on how to utilize this activity in your class. 
  • Login to Procore on the web or download the Procore Mobile App from the Apple App Store on an iPad or iPhone, and enter username: continuingeducation@procore.com; password: #1ProcoreStudent (note that password is case sensitive).
    • With this login information, students will not have access to the Documents folder that contains the questions and answer sheets, so you will have to distribute the questions prior.
      • BIM Activity Questions PDF
        BIM Activity Questions Fillable PDF
        BIM Activity Answers PDF
  • If you don't mind if students have access to the questions and answer sheets in the Documents tool, you can use this login: learn@procore.com; password: #1ProcoreStudent (password is case sensitive)
• BIM Classroom Exercise (with students instructions) PDF

Working with the Budget
Instructional videos

• Financials Deep Dive Training Center
• Set up a Budget
• Add New Line Items to a Budget
• Create a Budget Modification
• Budget Forecasts, Projections, and Reports

Teaching Materials

• Budget Presentation Keynote
• Budget Presentation PowerPoint

Student Activities

• Budget Classroom Exercises PDF

Working with Change Events & Change Orders
Instructional videos

• Create a Change Event
• Create and send an RFQ
• Respond to an RFQ
• Add a Line Item to a Change Event

Student Activities

• Change Management Level 1 Classroom Exercises PDF
• Change Management Level 2 Classroom Exercises PDF

Working with Direct Costs
Instructional videos

• Create a Direct Cost
• Direct Cost Management

Student Activities

• Budget & Direct Costs Classroom Exercises PDF

Working with Committed Costs
Instructional videos

• Create a Commitment
• Create a Commitment Change Order 
• Commitment Management
• Create a Purchase Order
• Create a Contract
• Create a Subcontract

Teaching Materials

• Contracts Presentation Keynote
• Contracts Presentation PowerPoint

Working with Estimating
Certification course and deep dive video

• Estimating Certification Course 
• Estimating Deep Dive Video 

Teaching Materials

• Estimating and Takeoff Presentation Keynote
• Estimating and Takeoff Presentation PowerPoint

Student Activities

• Estimating Classroom Exercises (Student Version) PDF
• Estimating Classroom Exercises (Instructor Version) PDF
  • Student Worksheet PDF
  • Student Worksheet Excel
  • Instructor Answers PDF
  • Instructor Answers Excel

Working with Bidding
Instructional videos

• Create a bid package
• Upload a bid set of drawings
• Upload a bid set of specs
• Bid Room Overview
• Invite bidders to bid
• Submit a bid

Student Activities

• Bidding Classroom Exercises PDF