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

Welcome to the Launch Course! This course will help you get started in your Procore account. Once you have completed this course, you will have a great baseline knowledge of Procore* and be able to ask informed questions when you speak to your Procore point-of-contact.

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.

 

Estimated completion time: 2 hours

 

*Tools covered in this course: Admin, Budget, Change Events, Commitments, Direct Costs, Directory, Permissions, and Prime Contracts. How do I check what tools I have included in my Procore account?

Curriculum127 min

  • Getting Started
  • Welcome 2 min
  • Introduction 9 min
  • Learning about Procore
  • Navigating Procore 5 min
  • Practice: Navigating Procore 4 min
  • Using your Sandbox Test Project 3 min
  • Company Level Configurations
  • Manage General Settings in the Company Level Admin Tool 2 min
  • Add Project Roles to the Company Level Admin Tool 4 min
  • Set Up Defaults in the Company Level Admin Tool 3 min
  • Project Fieldsets 7 min
  • Company Level
  • Set Up Work Breakdown Structure in the Company Level Admin Tool 2 min
  • Cost Codes and Cost Types 15 min
  • Import Segment Items into the Company Level Admin Tool 3 min
  • Company Permissions 15 min
  • Add a User to the Company Level Directory Tool 5 min
  • Add a Company to the Company Level Directory Tool 5 min
  • Import Users into the Company Directory Tool 4 min
  • Project Level
  • Project Templates 4 min
  • Create a New Project 5 min
  • Project Home Page 7 min
  • Manage Project Settings 6 min
  • Project Directory and Permissions 4 min
  • Next Steps
  • What's Next? 14 min

About this course

Welcome to the Launch Course! This course will help you get started in your Procore account. Once you have completed this course, you will have a great baseline knowledge of Procore* and be able to ask informed questions when you speak to your Procore point-of-contact.

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.

 

Estimated completion time: 2 hours

 

*Tools covered in this course: Admin, Budget, Change Events, Commitments, Direct Costs, Directory, Permissions, and Prime Contracts. How do I check what tools I have included in my Procore account?

Curriculum127 min

  • Getting Started
  • Welcome 2 min
  • Introduction 9 min
  • Learning about Procore
  • Navigating Procore 5 min
  • Practice: Navigating Procore 4 min
  • Using your Sandbox Test Project 3 min
  • Company Level Configurations
  • Manage General Settings in the Company Level Admin Tool 2 min
  • Add Project Roles to the Company Level Admin Tool 4 min
  • Set Up Defaults in the Company Level Admin Tool 3 min
  • Project Fieldsets 7 min
  • Company Level
  • Set Up Work Breakdown Structure in the Company Level Admin Tool 2 min
  • Cost Codes and Cost Types 15 min
  • Import Segment Items into the Company Level Admin Tool 3 min
  • Company Permissions 15 min
  • Add a User to the Company Level Directory Tool 5 min
  • Add a Company to the Company Level Directory Tool 5 min
  • Import Users into the Company Directory Tool 4 min
  • Project Level
  • Project Templates 4 min
  • Create a New Project 5 min
  • Project Home Page 7 min
  • Manage Project Settings 6 min
  • Project Directory and Permissions 4 min
  • Next Steps
  • What's Next? 14 min

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