Owner Certification

Owner Certification

Learn how to use Procore's tools as an owner and discover best practices.

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About this course

Welcome to the Owner certification! This course is designed to teach you how to effectively use Procore's tools* as an Owner.

Estimated completion time: 1-2 hours

 

*Tools covered in this course: Bidding, Directory, Documents, Drawings, Invoicing, Meetings, Photos, Prime Contracts, Punch List, Schedule, and Specifications. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Owner
  • Getting Started
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Preconstruction Tools
  • Intro to Preconstruction
  • Upload Drawings (5min)
  • Upload Spec Book (5min)
  • Upload Bid Documents (2min)
  • Create a Bid Package (7min)
  • Update and View a Bid Package (3min)
  • Preconstruction Review
  • Core Tools
  • Intro to Core Tools
  • Add a User to the Directory (5min)
  • Add a Company to the Directory (5min)
  • Create a Distribution Group (2min)
  • Core Tools Review
  • Project Management Tools
  • Intro to Project Management
  • Upload Drawing Revisions (2min)
  • View Drawings (6min)
  • Mark Up Drawings (6min)
  • Manage Specifications (3min)
  • View Specifications (3min)
  • Drawings and Specifications Review
  • View a Schedule (4min)
  • Create Meetings (4min)
  • View Meetings (2min)
  • Photos Overview - Mobile (3min)
  • Schedule, Meetings, and Photos Review
  • Quality and Safety Tools
  • Intro to Quality & Safety
  • Create a Punch List Item - Mobile (3min)
  • Respond to a Punch List Item - Mobile (2min)
  • Close a Punch List Item - Mobile (2min)
  • Quality & Safety Review
  • Financial Management Tools
  • Intro to Financial Management
  • Review a Prime Contract (2min)
  • Review PCCOs (1min)
  • Review an Owner Invoice (1min)
  • Financial Management Review
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Owner Conclusion

About this course

Welcome to the Owner certification! This course is designed to teach you how to effectively use Procore's tools* as an Owner.

Estimated completion time: 1-2 hours

 

*Tools covered in this course: Bidding, Directory, Documents, Drawings, Invoicing, Meetings, Photos, Prime Contracts, Punch List, Schedule, and Specifications. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Owner
  • Getting Started
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Preconstruction Tools
  • Intro to Preconstruction
  • Upload Drawings (5min)
  • Upload Spec Book (5min)
  • Upload Bid Documents (2min)
  • Create a Bid Package (7min)
  • Update and View a Bid Package (3min)
  • Preconstruction Review
  • Core Tools
  • Intro to Core Tools
  • Add a User to the Directory (5min)
  • Add a Company to the Directory (5min)
  • Create a Distribution Group (2min)
  • Core Tools Review
  • Project Management Tools
  • Intro to Project Management
  • Upload Drawing Revisions (2min)
  • View Drawings (6min)
  • Mark Up Drawings (6min)
  • Manage Specifications (3min)
  • View Specifications (3min)
  • Drawings and Specifications Review
  • View a Schedule (4min)
  • Create Meetings (4min)
  • View Meetings (2min)
  • Photos Overview - Mobile (3min)
  • Schedule, Meetings, and Photos Review
  • Quality and Safety Tools
  • Intro to Quality & Safety
  • Create a Punch List Item - Mobile (3min)
  • Respond to a Punch List Item - Mobile (2min)
  • Close a Punch List Item - Mobile (2min)
  • Quality & Safety Review
  • Financial Management Tools
  • Intro to Financial Management
  • Review a Prime Contract (2min)
  • Review PCCOs (1min)
  • Review an Owner Invoice (1min)
  • Financial Management Review
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Owner Conclusion

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