Tucker HiRise utilizes a single source platform for all related data on projects including Documents, Drawings, Specifications, RFIs, Site Instructions, Meetings, and Coordination Issues. To jump to a specific tutorial, please select a topic from the Table of Contents on the left.

The Platform, Procore, is intended to be used by all project stakeholders including Consultants, Architects, Owners, and Trades, to increase project transparency and stimulate a collaborative environment to help drive the project forward.

Tucker HiRise has invested in multiple layers of support to help these various stakeholders engage within the platform and ensure the experience is simple and provides an enhanced experience.

The front line of Support is within Procore itself via the Support Link where elements such as Live Chat, Video Tutorials, and Training Certification can be accessed. There are custom training courses for Subcontracts, Architects, and Engineers which can be accessed through the Support Link [Instructions included in this package].

In addition, our Project Controls Department, Project Management Teams, and Site Teams can be leveraged to help clarify any additional inquiries on processes to support the Project. Lastly, we rely on feedback from Project Stakeholders to better develop this platform to suit all parties. If you have any questions, comments, or ideas on how we can improve, please send an email to the Project Controls Department at procore@tuckerhirise.com. You can also submit feedback or lessons learned through our Lessons Learned form below.

To continue, please select a topic from the Table of Contents on the left.

Sincerely,

All relevant contacts for your Project can be found when logged into Procore on the Project Home Screen at the very top in the Project Team table. Here you will see relevant names and contact information for key parties on the project. For feedback and access beyond your site team, or for any help or questions regarding Procore, please email Procore@tuckerhirise.com

While specific quick-start tutorials can be found in the table of contents to the left, Tucker HiRise also recommends that all of your Procore users complete Procore Certification courses relevant to their role.

• Project Management: Drawings, Specifications, RFIs, Submittals, Instructions
• Financial Management: Budget, Commitments, Invoicing, Change Events, Potential Change Orders (PCOs), Commitment Change Orders (CCOs)
• Quality & Safety: Deficiencies, Incidents, Inspections, Observations
• Tendering: Viewing Draft, Open, and Closed Tenders (Bid Packages)
• Complete Certification Course Catalog

By default, Procore is configured to send email notifications relevant to you for many types of updates in all of its various tools. With so much going on, it is easy for these emails to become overwhelming and clutter your inbox with items you may not find useful. Fortunately, we have the ability to customize which actions trigger emails in each tool.

Select the Drawings Tool under Project Management from the Project Tools menu at the top of the screen.

Once you are in your Project, Find the Toolbox at the top center of the screen, and find the Specifications Tool under Project Management 

Tucker HiRise tracks all project financials Procore. This included the Budget, Commitments made against the budget (Subcontracts, Purchase Orders, and Direct Costs), Change Orders to the budget or commitments (PCOs and CCOs respectively), and Invoices for work completed within those commitments. Procore has tools for each of these financial operations.

To view the current project budget, first select the project you would like to view from the portfolio:

Then, select the Budget tool from the Project Tools drop down menu:

Finally, select the Budget Summary view from the drop down menu, and add grouping for Sub Job and Cost Code Tier 1.

You can hover over column titles for information on how they are calculated.

You can also click on specific values within the budget to see what all is included in those values, for example commitments or invoices.

To complete your DocuSign envelope, please follow the steps below.

The email you receive from DocuSign should look like this. To open the document, please click on “Review Document”

If prompted, click on the checkbox highlighted below to agree to the use of electronic signatures and records, then click continue

If the document requires your signature, DocuSign will take you directly to where you are required to take action. To sign or initial, simply click on the highlighted boxes. If you have been included for review purposes only, no signature fields will be available.

Once you are done signing, click on “Finish”. 

NOTE: You will automatically receive an email copy of the COMPLETE document once everyone has signed.

If you would still like to save a copy of the current document, you can click on the download button shown below. You are NOT required to create a DocuSign account in order to save a copy.

To view Commitments first select the project you would like to view from the portfolio:

Then, select the Commitments tool from the Project Tools drop down menu:

Change Management is a complex multi-step process. While Procore's Change Events and Change Orders tools help to simplify things, but it can still be difficult to navigate at the beginning. A workflow detailing the complete Change Management process at Tucker HiRise can be found at the bottom of this page, along with a table detailing the affect of each step on the project Budget.

In Procore, Change Orders are divided into 2 separate tools, based on their status. "Approximate Change Orders"  or possible changes whose value and legitimacy are still being vetted are called Change Events. A Change Event is created whenever an event takes place that may result on cost, schedule, or substantial scope change, often from an RFI response, or issuance of a new Instruction. Change Events are the tool where Tucker issues RFQs (Requests for Quotes) to affected trades, collects thoroughly reviews claims or pricing, and organizes associated documents. In most cases, Owners do not review Change Events as this happens in the next stage, called Potential Change Order (PCO). If you would like to view current or previous Change Events, select the Change Events tool from the Project Tools drop down menu:

Once a Potential Change Order (PCO) has been created, it will usually be emailed to you for review and further discussion. If approved, a Commitment Change Order (CCO) will be generated and send to you via Procore for formal approval. 

If you would like to view current or previous Commitment Change Orders (CCOs), select the Change Orders tool from the Project Tools drop down menu:

RFIs in the Tucker Platform are digitally generated and will be sent to you via Email notification. RFIs can be viewed Online or by PDF by clicking on the relative buttons within the email, however the easiest way to respond to an RFI is simply to reply to the email which notified you. Any text or file attachment will carry through to the Tucker Platform and be logged appropriately as a response to the related RFI tagged with your credentials. Responses to RFIs and RFI emails should only contain answers, attachments, or questions for further clarification. Please DO NOT respond to RFIs or emails with something such as "We will review and respond shortly". This will incorrectly switch the Ball In Court away from you and the item will not show in the list of your open items.

Please note, if an RFI will be resolved in a forthcoming Site Instruction or revised set of documents, the RFI will remain open until such resolution is provided.

To view RFIs, select the RFIs tool from the Project Tools drop down menu:

Once in the platform, find the project you are working on and select it from the Portfolio View. 

Once you are in your Project, Find the Toolbox at the top center of the screen, and find the Submittals Tool under Project Management 

Once inside the Submittals Tool, find the Submittal relevant to you and click on “View” 

You can then open the attached PDF and add your markups directly on the platform, you do not need to download the file. 

Once you open the PDF, you can use the toolbar on the left to markup the document, the system will automatically save it as the new revised document. 

When you are done marking up the PDF, you can click the “Respond” button highlighted below to take the submittal to the next step. 

The system will automatically attach the PDF with your markups, you can attach any other extra files if you wish by using the attach button below then clicking “Next” 

Here you can select your response by using the dropdown list, use the comment box to make any other comments, then click “Preview” 

Once you are all done, simply click “Respond” 

When an Instruction is issued to you, you will receive an email notification that includes a link to download any associated documents.

If you would like to view all previous instructions, select the Instructions tool from the toolbox:

Creating a Deficiency (Consultant or Owner or Tucker HiRise)

Important

To create multiple deficiencies for the same location such as a specific suite, follow these steps:

1. Open the Procore Mobile App on your Andriod or iOS device (the Procore Mobile App is the best and fastest way to create Deficiencies)
2. Open the Locations tool (not the Deficiencies Tool)
3. Scan a QR Code for the location or hit Select a Location at the bottom
4. Select Create Deficiency at
5. Create your Deficiency using the steps below
6. Once the deficiency has been created, you'll be taken back to the location in step 4 and can create another deficiency without having to re-enter the location.

Final Approval & Closing a Deficiency Item (Consultant or Owner or Tucker HiRise)