Launch Course

Launch Course

This course will lay the foundation for you to get started in your Procore account.

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About this course

Once you have completed the course, you will have a great baseline knowledge of Procore and allow you to ask informed questions when you speak to your Procore point of contact. This course is your starting point for establishing success in Procore!

The core audience for this course is the Procore Committee at your company. These are the individuals who will become the in-house Procore experts within your organization. They will serve as a valuable training/support resource, as well as provide insightful guidance when defining your company's best practices.

Curriculum40 min

  • Getting Started
  • Welcome 2 min
  • Introduction
  • Learning about Procore
  • Navigating Procore 5 min
  • Navigating Procore Review
  • Using your Sandbox Test Project
  • Company Level Configurations
  • Manage Company Settings 3 min
  • Add Project Roles 4 min
  • Add Defaults 3 min
  • Project Fieldsets
  • Company Level
  • Set Up Work Breakdown Structure 2 min
  • Cost Codes and Cost Types
  • Import Segment Items 3 min
  • Company Permissions
  • Add a User to the Company Directory 5 min
  • Add a Company to the Company Directory 5 min
  • Import Users into the Directory tool 4 min
  • Project Level
  • Project Templates
  • Create a New Project
  • Project Home Page
  • Configure Project Settings 6 min
  • Project Directory and Permissions
  • Next Steps
  • What's Next?

About this course

Once you have completed the course, you will have a great baseline knowledge of Procore and allow you to ask informed questions when you speak to your Procore point of contact. This course is your starting point for establishing success in Procore!

The core audience for this course is the Procore Committee at your company. These are the individuals who will become the in-house Procore experts within your organization. They will serve as a valuable training/support resource, as well as provide insightful guidance when defining your company's best practices.

Curriculum40 min

  • Getting Started
  • Welcome 2 min
  • Introduction
  • Learning about Procore
  • Navigating Procore 5 min
  • Navigating Procore Review
  • Using your Sandbox Test Project
  • Company Level Configurations
  • Manage Company Settings 3 min
  • Add Project Roles 4 min
  • Add Defaults 3 min
  • Project Fieldsets
  • Company Level
  • Set Up Work Breakdown Structure 2 min
  • Cost Codes and Cost Types
  • Import Segment Items 3 min
  • Company Permissions
  • Add a User to the Company Directory 5 min
  • Add a Company to the Company Directory 5 min
  • Import Users into the Directory tool 4 min
  • Project Level
  • Project Templates
  • Create a New Project
  • Project Home Page
  • Configure Project Settings 6 min
  • Project Directory and Permissions
  • Next Steps
  • What's Next?

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