Procore Admin Certification

Procore Admin Certification

Learn Procore's Project Management tools as a Procore Administrator.

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About this course

Welcome to the Procore Admin certification! This course is designed to teach you how to effectively use Procore's Project Management tools* as a Procore Admin.

Estimated completion time: 5-6 hours

 

*Tools covered in this course: Admin, Bidding, Budget, Change Events, Commitments, Direct Costs, Directory, Documents, Incidents, Inspections, Observations, Permissions, Planroom, Prime Contracts, Procore Extracts, Procore Imports, Punch List, Reports, Submittals, Tasks, Timecard, and Timesheets. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Procore Admin
  • Navigating Procore
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Company Admin: Company Settings
  • Company Admin - Company Settings
  • Classifications
  • Expense Allocations
  • Manage General Settings (4min)
  • Root Cause Analysis
  • Add Trades (3min)
  • Set Up Work Breakdown Structure (2min)
  • Cost Codes and Cost Types
  • Project Fieldsets
  • Administrative Settings Review
  • Company Admin: Project Settings
  • Company Admin - Project Settings
  • Add Project Dates (2min)
  • Set Up Defaults (3min)
  • Add Project Roles (4min)
  • Project Settings Review
  • Company Admin: Tool Settings
  • Company Admin - Tool Settings
  • Bidding
  • Create New Configurable Fieldsets (4min)
  • Edit and Manage Configurable Fieldsets (3min)
  • Change Management
  • Incidents
  • Create Meeting Templates (3min)
  • Observation Type
  • Create Observation Templates (2min)
  • Create Punch Item Templates (2min)
  • Submittals
  • Tasks
  • Tax Codes
  • Tool Settings Review
  • Procore Imports App
  • Imports
  • Import Segment Items into the Admin Tool (3min)
  • Import Users into the Directory Tool (4min)
  • Import Companies into the Directory Tool (3min)
  • Import Locations (2 min)
  • Import Submittals (3min)
  • Import Punch Items (3min)
  • Practice: Import Users into Procore
  • Project Admin: Project Settings
  • Project Admin - Project Settings
  • Manage Project Settings (6min)
  • Active Tools
  • Configure Work Breakdown Structure (1min)
  • Locations
  • Equipment
  • Project Admin Tool Review
  • Company Directory
  • Company Directory
  • Directory and Permission Levels (6min)
  • Add a User to the Company Directory (5min)
  • Add a Company to the Company Directory (5min)
  • Create a Distribution Group (2min)
  • Directory Review
  • Permissions
  • Permissions
  • Permissions Review
  • Time Management
  • Timecards and Timesheets
  • Timecard and Timesheets Review
  • Reports
  • Canned Reports and Dashboards
  • Create Custom Company Level Reports (4min)
  • Reports Review
  • Planroom
  • Planroom
  • Planroom Review
  • Inspections
  • Inspections
  • Create a Company Level Inspection Template (2min)
  • Create Multiple Response Sets (2min)
  • Inspections Review
  • Project Templates
  • Project Templates
  • Project Templates Review
  • Documents
  • Documents
  • View Documents (4min)
  • Manage Permissions (2min)
  • File and Folder Structure (2min)
  • Upload Documents (5min)
  • Manage Document Info & Settings (5min)
  • Organize Files and Folders (3min)
  • Manage File Versions (3min)
  • Documents Review
  • Extracts
  • Extracts
  • Next Steps
  • Next Steps
  • Final Exam
  • Procore Admin Final Exam
  • Course Conclusion
  • Procore Admin Conclusion

About this course

Welcome to the Procore Admin certification! This course is designed to teach you how to effectively use Procore's Project Management tools* as a Procore Admin.

Estimated completion time: 5-6 hours

 

*Tools covered in this course: Admin, Bidding, Budget, Change Events, Commitments, Direct Costs, Directory, Documents, Incidents, Inspections, Observations, Permissions, Planroom, Prime Contracts, Procore Extracts, Procore Imports, Punch List, Reports, Submittals, Tasks, Timecard, and Timesheets. How do I check what tools I have included in my Procore account?

Curriculum

  • Course Introduction
  • Intro to Procore Admin
  • Navigating Procore
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Company Admin: Company Settings
  • Company Admin - Company Settings
  • Classifications
  • Expense Allocations
  • Manage General Settings (4min)
  • Root Cause Analysis
  • Add Trades (3min)
  • Set Up Work Breakdown Structure (2min)
  • Cost Codes and Cost Types
  • Project Fieldsets
  • Administrative Settings Review
  • Company Admin: Project Settings
  • Company Admin - Project Settings
  • Add Project Dates (2min)
  • Set Up Defaults (3min)
  • Add Project Roles (4min)
  • Project Settings Review
  • Company Admin: Tool Settings
  • Company Admin - Tool Settings
  • Bidding
  • Create New Configurable Fieldsets (4min)
  • Edit and Manage Configurable Fieldsets (3min)
  • Change Management
  • Incidents
  • Create Meeting Templates (3min)
  • Observation Type
  • Create Observation Templates (2min)
  • Create Punch Item Templates (2min)
  • Submittals
  • Tasks
  • Tax Codes
  • Tool Settings Review
  • Procore Imports App
  • Imports
  • Import Segment Items into the Admin Tool (3min)
  • Import Users into the Directory Tool (4min)
  • Import Companies into the Directory Tool (3min)
  • Import Locations (2 min)
  • Import Submittals (3min)
  • Import Punch Items (3min)
  • Practice: Import Users into Procore
  • Project Admin: Project Settings
  • Project Admin - Project Settings
  • Manage Project Settings (6min)
  • Active Tools
  • Configure Work Breakdown Structure (1min)
  • Locations
  • Equipment
  • Project Admin Tool Review
  • Company Directory
  • Company Directory
  • Directory and Permission Levels (6min)
  • Add a User to the Company Directory (5min)
  • Add a Company to the Company Directory (5min)
  • Create a Distribution Group (2min)
  • Directory Review
  • Permissions
  • Permissions
  • Permissions Review
  • Time Management
  • Timecards and Timesheets
  • Timecard and Timesheets Review
  • Reports
  • Canned Reports and Dashboards
  • Create Custom Company Level Reports (4min)
  • Reports Review
  • Planroom
  • Planroom
  • Planroom Review
  • Inspections
  • Inspections
  • Create a Company Level Inspection Template (2min)
  • Create Multiple Response Sets (2min)
  • Inspections Review
  • Project Templates
  • Project Templates
  • Project Templates Review
  • Documents
  • Documents
  • View Documents (4min)
  • Manage Permissions (2min)
  • File and Folder Structure (2min)
  • Upload Documents (5min)
  • Manage Document Info & Settings (5min)
  • Organize Files and Folders (3min)
  • Manage File Versions (3min)
  • Documents Review
  • Extracts
  • Extracts
  • Next Steps
  • Next Steps
  • Final Exam
  • Procore Admin Final Exam
  • Course Conclusion
  • Procore Admin Conclusion

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