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Procore

Owner Guide

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Welcome

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,

Julian Plant
Chief Technology Officer
julian.plant@tuckerhirise.com
416.774.2837
Ben Flood
Project Controls Manager
ben.flood@tuckerhirise.com
416.843.4617
Bilal Shaker
Project Controls Coordinator
bilal.shaker@tuckerhirise.com
647.283.2930

 

 

Project Contacts

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


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Training

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.

Support

For how to support including accessing this guide, live chat, and more, please follow the steps below. If you are still unable to find the answers you need, please email Procore@tuckerhirise.com and we will be happy to assist you.

Log Into Procore and click on clipboard_e4c2c21220eecea24bd4a2f5d25f42052.png in the upper right corner. From the drop down menu:

  • Select Training Centre to return to this guide at any time.
  • Select Live Chat to chat with a Procore Support Agent (great for general how-to questions)
  • Select Procore Certification to view the certification course catalog listed above

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Email Notification Settings

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.

ImportAnt
If you are receiving too many emails, irrelevant emails, or believe you are missing critical updates please send an email to Procore@tuckerhirise.com or contact the PM or APM on your project and they will adjust the project's email settings accordingly.

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View & Download Drawings

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

 

View Drawings

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Steps

View Drawings

  1. Navigate to the project's Drawings tool.
  2. If your project uses drawing areas, click the drawing area you want to open. See What are Drawing Areas?
  3. The page will automatically open to the Current Drawings page. 
    Note: This shows the list of drawings that are current, based on the drawing revisions that have been uploaded.
  4. The following information is displayed for each drawing:
    • Drawing No.
    • Drawing Title
    • Revision
    • Drawing Date
    • Received Date
    • Set
    • Status
  5. Optional: Search or filter drawings from this page. See Search for and Filter Drawings.
  6. To view all drawings in the project or drawing area:
    • Click Drawing Sets.
      • From the Thumbnails icon-view-thumbnail.png view, click the drawing set you want to open.
        OR
      • From the List icon-view-list.png view, click View next to the drawing set you want to open. 
  7. To view a list of all drawings (including those marked as obsolete), click All Sets and Revisions. See View the All Sets and Revisions Report.

View Drawing Information

  1. Navigate to the project's Drawings tool.
  2. Click Info next to the drawing you want to view.
    Note: You will see an image of the drawing and its general information. Additional information can be found within the related tabs (Sketches, Download Log, Related Items, Emails, and Change History).

    view-drawing-info-0119-resized.png


    Note:
    • Most fields can be edited in-line while viewing a drawing. See Edit Drawings.
    • If you want to reorder revisions of the drawing, click the grip handle (⁞⁞) next to a drawing version and use a drag-and-drop operation to place them into a new order. See Reorder Revisions of a Drawing.

Open a Drawing in the Viewer

You can open drawings to see a larger version of the drawing. From the viewer mode, you can also add markups to the drawing, use the search bar, view detailed information, and download the drawing.

  1. Navigate to the project's Drawing tool. 
  2. Click Open next to the drawing that you want to view in full-screen mode.
    Note: This opens the drawing in the full-screen viewer.
  3. The following information and actions are available in full-screen mode:
    drawings-viewer-toolbar-menu.png

1.png  Viewer Toolbar:

  • Drawing Navigation: Clicking the forward and backward arrow icons to switch between different drawings or revisions. Use the drop-down menus to navigate to different drawings or drawing revisions.
    Tip! You can also press the arrow keys on your keyboard to browse through different drawings and revisions. 
    • Left Arrow: Previous drawing.
    • Right Arrow: Next drawing.
    • Up Arrow: Newer revision of the drawing.
    • Down Arrow: Older revision of the drawing.
  • Download: Click to download the drawing to your computer. See Download a Drawing from the Viewer.
    Note: When downloading a drawing from the Viewer, all personal and published markups on the revision are included. 
  • Markup: Click to open the markup toolbar. See Mark Up a Drawing.
  • Filter: Click to filter between layers and markup types on the drawing. See Filter Drawing Markups.
  • Info: Click to view general information about the drawing. Click Go to Info Page to navigate back to the Info page.
  • Search: Click to initiate a drawings search. See Search for and Filter Drawings.
  • Activity: Click to view any markup activity for the drawing.
  • Exit: Click the X to exit out of the viewer.

2.png  Viewing Options:

  • Zoom in or out of the drawing by clicking the magnifying glass + and - icons.
  • Pan across a drawing by clicking and dragging on the drawing. 

Download Drawings

When you download a drawing from the Drawings tool, it is downloaded as the original, unflattened file, maintaining any vector layers or elements. If you choose to download a drawing with markups, it will include any markup and linked items (such as RFIs, submittals, documents, punch items, observations, inspections, sketches, drawings, and photos). The tag for each item, such as 'RFI 7', will show as a hyperlink that will direct you to the item in Procore.

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Download Drawings

  1. Navigate to the project's Drawings tool.
  2. Mark the checkboxes next to the drawings you want to download, or mark the top-most checkbox to select all the drawings in the set you are viewing.
  3. Click Download Drawings.
  4. In the Download Drawings window, select your preferences for the download:
    • File Preference:
      • Select Separate PDF files or All together in one PDF file to determine whether the drawings will be downloaded as separate PDF files, or combined as one.
        Note: You will have the option to download as a single PDF without markup or as a single PDF with markup only if you have more than one drawing selected.
    • Markup:
      • Select Without Markup or With Markup to specify whether you want published markups on the drawings to appear.
        Note: If you chose 'With Markup', the 'Select markup to include in the download' section appears.
        • Mark the checkboxes next to the markup types that you want to appear on the downloaded drawings. 

          download-drawings-markup.png
           
  5. Click Download.
    Note: Depending on your selection, your download will either begin downloading to your computer or will be emailed to you. 
    • If sketches were added to the drawing, they will download in a .zip file.
    • If the download is emailed to you, click the link in your email to download the PDF.

Download a Drawing from the Viewer

When you download an individual drawing from the Viewer in the Drawings tool, any personal or published markups on the revision are included.

  1. Navigate to the project's Drawings tool.
  2. Locate the drawing you want to download.
  3. Click Open next to the drawing to open it in the Viewer.
    Note: You can also open the drawing in the Viewer from the Info page by clicking Open in Viewer/Markup
  4. Click Download.
    Note: The drawing will download to your computer.

 

 

View & Download Specifications

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

 

View Specifications

PREVIOUS CURRENT LESSON (4 of 26) NEXT

  1. Navigate to the project's Specifications tool.
  2. On the 'Current Specifications' page, locate the specification you want to view.
  3. Click Info next to the spec section to reveal general information and any revisions. 
    Note: To open the actual file of the spec section in Procore's PDF viewer, see Open Specifications.
  4. By default, the General tab appears.

    view specifications.png

    The following sections are visible on the General tab.
    • General Information
      The following information is revealed for the spec section:
      • Number​: The spec section number found in the spec book.
      • Revision: The current revision number of the spec book. By default, Procore assigns the first revision number as 0 and subsequent revisions as 1, 2, 3, etc.
        Note: The revision number ordering scheme depends on the project's configuration settings. To view revision details, see Specification Section Revisions.
      • Issued Date: The date that the spec section was issued for the project by the design team.
      • Set: The set the spec section was originally added to when Uploading Specifications
        Note: This field cannot be edited.
      • Specification Section Obsolete: If the spec section has been marked as obsolete, a 'Yes' will appear in this field. See Mark Specifications as Obsolete.
      • Description: The title of the spec section found in the spec book.
      • Division: The division the spec section is categorized in.
      • Received Date: The date the spec section was received by the GC, company, or project team.
    • Specification Section Revisions
      The following columns are displayed to summarize any revisions that have been uploaded:
      • Revision
      • Issued Date
      • Received Date
      • Set
  5. Depending on your permission level, the following tabs are also available to view: 
Download Log

Click the Download Log tab to view details about spec section downloads.  It shows the number of times the spec section was downloaded, when the download occurred, and by whom. To view this tab, you must have 'Admin' level permissions to the project's Specifications tool. 

Click the Related Items tab to view a list of all related items added by the Specification administrator (see Add a Related Item to a Specification). To view more detail about an item, click the link next to the desired description. 

Emails

Click the Emails tab to view the email history for the spec section. See Email Specifications

Change History

Click the Change History tab to view a historical summary of spec section modifications. This shows the date and time of each change and who made the change. It also shows the original value (changed from) and new value (changed to), if applicable. 

Download Specifications

PREVIOUS CURRENT LESSON (25 of 26) NEXT

Navigate to the project's Specifications tool.

  1. (Optional) Search and Filter for Specifications
  2. Use the checkboxes to make your selections. 
    • Select individual spec sections.
      Note: If you select a spec section with multiple revisions, only the most recently published revision will be downloaded. If you only want to download a single spec section, you can also use the Download option when viewing the spec section revision.
    • Mark the checkbox next to a division to select all spec sections of that division.
    • Mark the checkbox in the table's header to select all specifications in the set. 
  3. Click the Download button.
  4. If you selected only one spec section to download, the download will begin immediately, and the section will open in a new tab of your browser. If you selected multiple spec sections, you will be presented with the following steps.
  5. You will be prompted to choose whether you would like to download the spec sections as a single PDF or have each of the sections on a separate page.
    Note: You will have these options only if you selected more than one spec section.

    download specs1.png

    If you select "Download as individual sections," the file will be downloaded to your computer. If you select "Download as a single PDF," a downloadable file will be delivered to you via email.

 

View the Budget

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:

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

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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.

Review & Sign Contracts (DocuSign)

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”

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

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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.

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

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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.

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View Commitments (Subcontracts and Purchase Orders)

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

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

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View Commitments

 

Back to Commitments Home Current Lesson - 1/20 Next

Steps

  1. Navigate to the project's Commitments tool.
  2. Choose from these options:

Switch Between Tabs

To switch between views, click one of the tabs across the top of the page:

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  • Summary. This tab shows summary of committed contract totals, as well as all subcontracts and purchase orders. 
  • Detailed. This tab lists all commitments as well as their details, such as any accompanying change orders or related items. 
  • Recycle Bin. This tab lists all commitments that have been moved to your Recycle Bin.

Perform a Search

To search for a matching purchase order or subcontract on any tab in the Commitments tool, enter your keywords in the Search box. Then press the ENTER key or click magnifying glass. 

commitments-search.png

Apply Filters

To narrow the purchase orders and commitment orders listed on any tab in the Commitments tool,  you can apply filters to the commitments list.

  1. Select an option from the Add Filters drop-down list.
    commitments-add-filter.png
  2. In the secondary drop-down list, place a checkmark in one or more checkboxes.
    commitments-secondary.png
    Note: If the list of checkbox options is long, you can search in the drop-down list or use the scroll bars. 
  3. Click outside the drop-down list to refresh the page. Procore narrows the list to include only the items that match the applied filters. 

The table below shows you the available filters. 

Add Filters Option Purpose Checkbox Options
Type To narrow the list to show only the items that meet the selected criteria.  Select All
Purchase Orders
Subcontracts
Status To narrow the list to show only the items that meet the selected criteria.  Select All
All Commitments: Draft, Approved
Purchase Orders: Processing, Submitted, Partially Received, Received, Closed
Subcontracts: Out for Bid, Out for Signature, Complete, Terminated, Void

 
Executed To narrow the list to show only the items that meet the selected criteria.  Select All
Yes
No

 

Previous Current Lesson - 2/20 Next

Steps

  1. Navigate to the project's Commitments tool.
  2. Click the Summary or Detailed tab.
  3. Locate the subcontract. Then click View

    For companies using the ERP Integrations tool, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. 

    ICON RIBBON COLOR DEFINITION
    icon-erp-rejected.png ribbon-erp-rejected.png YELLOW Data that was sent ERP Integrations tool for approval has been retrieved from the tool by an end user.
    OR
    Data that was sent to the ERP Integrations tool has been rejected for export to the integrated ERP system by an accounting approver.
    icon-erp-synced.png ribbon-erp-synced.png GREEN Data is synced between Procore and an integrated ERP system.
    icon-erp-sent.png ribbon-erp-sent.png BLUE Data was sent to the ERP Integrations tool and is waiting for accounting approver to accept it for export to the integrated ERP system. 
    erp-accountant-badge.png   GREEN When a user is designated as an accounting approver, this badge appears next to their user profile in the Company and Project Directory. 
  4. View the subcontract's information by clicking the following tabs:

General Information

  • View General InformationUnder General Information, you can view the basic subcontract information that was entered when creating the subcontract. 
  • View Contract Summary Report:  In the Contract Summary Report, you can view the original contract, as well as any approved or pending change orders and any invoices or payments issued. The Contract Summary Report also displays the remaining outstanding balance on the contract. 

    commitment-general.png

 

Schedule of Values

This tab displays the Schedule of Values for the subcontract, which lists the cost codes, contract amount, billed to date and remaining costs.

commitment-sov.png

Change Orders

The Change Orders sub tab provides an overview of any change orders that have been created for that particular subcontract. You can view the status, the amount and due date for each change order. You can also export each change order to a PDF or CSV. 

 Note
This tab is available to users with 'Admin' permission on the Commitments tool. If you have 'Read-Only' or 'Standard' permission, you must be added as a member of a commitments 'Private' list in order to see it or your company's Procore Administrator must grant you the appropriate granular permission. See Grant Granular Permissions in a Permission Template.


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RFQs

If the Change Events tool is enabled on the project, this tab displays any Request for Quotes (RFQs) that are related to the subcontract. 


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Invoices

This tab displays any invoices submitted for that subcontract, and outlines the period, billing date, revised contract sum, payment due, retainage, balance to finish and percentage complete.

view-invoices.png
 

Payments Issued

This tab displays all payments that have been issued for the subcontract. 
payments-issued.png

This tab displays all items related to the subcontract. Related items can be manually added to each subcontract. In this case, the Bid Sheet is automatically listed as a related item because this subcontract was converted to a contract from the Bid Sheet. 


related-items.png

Emails

This tab displays all email communication associated with the subcontract. 

 Note
You will only be able to view this tab if you have 'Admin' level permissions on the Commitments tool or are included in the email.

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Change History

The Change History tab outlines changes made to the subcontract, who performed the change, details of the change, from what it was changed from and what it was changed to, and the date and time of the change. Items in this history cannot be deleted.

 Note
You can only view this tab if you have 'Admin' level permissions on the Commitments tool. 

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Advanced Settings

This tab displays advanced settings that can be configured for the subcontract. 

 Note
You can only view this tab if you have 'Admin' level permissions on the Commitments tool. 


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View & Approve Change Orders (PCOs)

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:

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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. 

Previous Current Lesson - 5/9 Next

Commitment Change Order (CCO) details a potential change in costs that affects the original commitment contract. When a Procore user creates a CCO, the user can assign another Procore user as the 'Designated Reviewer' for the CCO. Only one (1) user can be assigned as the 'Designated Reviewer' on a commitment. In addition, before the reviewer can submit an Approve or Reject response, the CCO must be placed into the Pending - In Review or Pending - Revised status.

 

  1. Locate the pending CCO that requires your response. Here are ways to find it:
    • If you are the designated reviewer, click the link in the email notification. To locate the link, see View Example Email
      Note: To receive the email notification, the project's admin must forward it by clicking the Email button on the change order. See Email Forward a Change Order.
    • Navigate to the Procore home page and click the link in the 'My Open Items' area.
    • Navigate to the project's Change Orders tool and click the View button next to the change order. You must be granted the permissions above to see the link. 
    • Navigate to the project's Commitments tool, click the Change Orders tab, and click the View button. You must be the 'Designated Reviewer' to submit a response. 
  2. Enter a response and click Reject this CCO or Approve this CCO

    reviewer-response2015-05-04_12-02-23.png
     Notes

    After you provide a response:

    • Procore sends an email notification with your response to the user who created the CCO.
    • Procore populates your name in the 'Reviewer' field on the CCO. 

Additional Information:

  • Only one (1) user can be assigned as the 'Designated Reviewer' on a commitment. 
  • The 'Designated Reviewer' must submit an Approve or Reject response in the Procore web application.
  • The 'Designated Reviewer' cannot submit a response to a CCO from the Procore email notification. 

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:

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Change Events in the Budget

Step Description Adds To Removes From Impact on Other Columns
1 CE Created
(ROM or RFQ Added)
In Scope: No Change
Out of Scope: 13 Approx COs
N/A 13 Approx PCOs +
15 Forecast to Complete +
16 Projected Cost at Completion +
17 Projected Over from Current +
2A PCO Created
(Pending Status)
In Scope: No Change
Out of Scope: 14 Pending COs
N/A 14 Pending PCOs +
15 Forecast to Complete+
16 Projected Cost at Completion +
17 Projected Over from Current +
2B CE Closed In Scope: No Change
Out of Scope: No Change
In Scope: No Change
Out of Scope: 13 Approx COs
13 Approx PCOs -
3 PCO Approved In Scope: No Change
Out of Scope: 3 Approved COs
In Scope: No Change
Out of Scope: 14 Pending COs
3 Approved COs +
4 Current Budget +
12 Cost to Complete +
14 Pending PCOs -
17 Projected Over from Current -
4 CCO Created
(Pending Status)
In Scope: N/A (PM Approves)
Out of Scope: No Change
N/A N/A
5 CCO Approved
(Approved or Out for Sig.)
In Scope: 5 Subcontract Total
Out of Scope: 3 Approved COs
N/A 8 Committed Cost +
10 Committed Cost to Complete +

 

View & Invoicing & Monthly Billing

 

View & Respond to RFIs

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.

 Important

If your response to an RFI requires an SI, TA, PTA, Drawing Revision/Issuance, Sketch, Specifications, etc, you MUST follow these steps:

  1. Respond to the RFI stating it will be resolved by the forthcoming document with anticipated delivery date 
  2.  Create the new SI, TA, or PTA to address the issue (inclusive of cover sheet and updated documents) keeping in mind the following:
    • Please bubble all changes
    • Please Include references to which RFIs are being addressed on the cover sheet. 
    • For SIs that cover multiple disciplines, please update the model and drawings to ensure changes are communicated and coordinated. 
    • Please keep sheet views in the model.
  3. Upload the SI, TA, or PTA (with cover sheet and updated documents) to Procore's Instructions tool per instructions in the Procore Uploads tab.

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:

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View & Respond to Submittals

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” 

 

View & Download Instructions (SIs, ASIs)

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:

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Create & Respond to Deficiencies

This guide includes only the steps that apply to consultants, owners, Q/A teams, PDI teams, and warranty teams. If you would like to view the start to finish Deficiency process, including steps performed by Tucker HiRIse, please Click Here.

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) clipboard_e4f7789ce5a77b83cc5ffba72e86a966b.png
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 clipboard_e92e0ebc614d3f549d94819e41a762ffb.png
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.
Procore Mobile App (iOS & Android) Procore Web App (app.procore.com)

A. Navigate to the Deficiency List tool and select the + icon in the upper right corner

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B. Select a deficiency template OR for Suites / Pre-PDI / PDI, select Create Deficiency Without a Template

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C. Add a photo of the deficiency, and complete fields as follows:

Title: Unit Number (if applicable) - Deficiency - Specific Location  (702 – Paint Touch Up – North Wall)
Deficiency Item Manager: Tucker HiRise Site Manager or Finishing Super
Final Approver: Creator or appropriate Q/A Team
Assignees: Leave Blank
Type: Construction Deficiency, Q/A Inspection, Pre-PDI, PDI, etc
Location: Suite Number / Common Area / Corridor
Description: Optional (only required if title is insufficient)

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D. Hit "Save", and proceed to create further deficiencies using steps A-C. Once all Deficiency Items for the day have been created, send all items to Deficiency Item Manager for review. This should only happen once per day, at the end of each day. Please do not do this after each deficiency, otherwise the Deficiency Manager will receive hundreds of emails per day. 

D1.png D2.png

A. Navigate to the Deficiencies tool. On the top right corner click

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New Deficiency List Item window will prompt

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B. Select a deficiency template OR for Suites / Pre-PDI / PDI, select Create Deficiency Without a Template

C. Add a photo of the deficiency, and complete fields as follows:

Title: Unit Number (if applicable) - Deficiency - Specific Location  (702 – Paint Touch Up – North Wall)
Deficiency Item Manager: Tucker HiRise Site Manager or Finishing Super
Final Approver: Creator or appropriate Q/A Team
Assignees: Leave Blank
Type: Construction Deficiency, Q/A Inspection, Pre-PDI, PDI, etc
Location: Suite Number / Common Area / Corridor
Description: Optional (only required if title is insufficient)

D. Click "Save", and proceed to create further deficiencies using steps A-C. 

 

 

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

Procore Mobile App (iOS & Android) Procore Web App (app.procore.com)
  1. The creator or appropriate Q/A team member reviews the work. If completed, the Deficiency can be closed. If incomplete, the Deficiency can be marked as “Not Accepted”. Deficiency Item Manager should never close deficiencies unless they were also the creator.

1.png 2.png

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The creator or appropriate Q/A team member reviews the work. If completed, the Deficiency can be closed. If incomplete, the Deficiency can be marked as “Not Accepted”. Deficiency Item Manager should never close deficiencies unless they were also the creator.

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