- Getting Started
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Welcome
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Welcome to the Course!
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Glossary of Terms
- Introduction
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Introduction
- Navigating Procore
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Navigating Procore (4:52)
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Navigating Procore Review
- Company Admin - Company Settings
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Company Admin - Company Settings
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Classifications
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Expense Allocations
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Cost Codes and Cost Types
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Manage Company Settings (4:24)
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Root Cause Analysis
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Add Custom Trades (2:39)
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Project Fieldsets
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Administrative Settings Review
- Company Admin - Project Settings
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Company Admin - Project Settings
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Add Project Dates (2:07)
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Set Project Defaults (2:46)
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Add Project Roles (3:47)
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Project Settings Review
- Company Admin - Tool Settings
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Company Admin - Tool Settings
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Bidding
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Create New Configurable Fieldsets (3:48)
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Edit and Manage Configurable Fieldsets (2:57)
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Change Management
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Incidents
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Create Meeting Templates (2:36)
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Observation Type
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Create Observation Templates (1:59)
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Create Punch List Templates (2:06)
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Submittals
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Tasks
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Tax Codes
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Tool Settings Review
- Procore Imports App
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Procore Imports
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Import Cost Codes into the Admin Tool (3:26)
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Import Users into the Directory Tool (3:39)
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Import Companies into the Directory Tool (3:23)
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Import Locations into the Project Admin Tool (2:06)
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Import Submittals into the Project Submittals Tool (2:41)
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Import Punch Items into the Project Punch List Tool (2:33)
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Imports Review
- Project Admin - Project Settings
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Project Admin - Project Settings
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Configure Project Settings (5:47)
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Active Tools
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Equipment
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Locations
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Project Admin Tool Review
- Company Directory
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Company Directory
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Directory and Permission Levels (5:40)
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Add a User to the Company Directory (4:37)
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Add a Company to the Company Directory (5:14)
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Create a Distribution Group (2:26)
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Directory Review
- Permissions
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Permissions
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Permissions Review
- Time Management
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Timecards and Timesheets
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Timecard and Timesheets Review
- Reports
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Canned Reports and Dashboards
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Create a Company Level Custom Report (3:46)
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Reports Review
- Planroom
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Planroom
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Planroom Review
- Inspections
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Inspections
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Create Company Level Inspection Templates (2:08)
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Create a Multiple Response Set (1:59)
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Inspections Review
- Project Templates
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Project Templates
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Project Templates Review
- Documents
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Documents
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View Documents
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Manage Document Permissions
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File and Folder Structure
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Upload Documents
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Manage Documents
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Organize Files and Folders
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Manage File Versions
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Documents Review
- Extracts
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Extracts
- Conclusion
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Next Steps
- Final Exam
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Procore Admin Final Exam
- Congratulations
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You've Completed the Course
Procore Admin Certification -- BE&K
Learn Procore's Project Management tools as a Procore Administrator.
Estimated Completion Time: 5-6 hours
Welcome to the "Procore Certification for Procore Administrators course! Here's what you can expect:
Learn how to most effectively use Procore's Project Management tools as the Procore Admin for their company Configure all necessary tool settings in the Company level admin tool and import all necessary data into their account Train at your own pace by leaving and returning at any time Earn a Procore-Certified Certificate upon completion