- Get Started
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Intro to Procore Admin Part 1: Configure Settings
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Navigating Procore (5min)
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Practice: Navigating Procore
- Company Level Admin Tool: Company Settings
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Intro to the Company Level Admin Tool: Company Settings
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Company Settings: Classifications
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Company Level Conversations Settings (2min)
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Company Settings: Expense Allocations (Optional)
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Manage General Settings in the Company Level Admin Tool (4min)
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Company Settings: Root Cause Analysis
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Add Trades to the Company Level Admin Tool (3 min)
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Set Up Work Breakdown Structure in the Company Level Admin Tool (2min)
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Company Settings: Cost Codes & Cost Types
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Company Level Admin Tool: Company Settings Review
- Company Level Admin Tool: Project Settings
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Intro to the Company Level Admin Tool: Project Settings
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Add Project Dates to the Company Level Admin Tool (2min)
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Set Up Defaults in the Company Level Admin Tool (3min)
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Company Level Project Settings: Project Fieldsets
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Add Project Roles to the Company Level Admin Tool (4min)
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Company Level Admin Tool: Project Settings Review
- Company Level Admin Tool: Tool Settings
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Intro to the Company Level Admin Tool: Tool Settings
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Create New Configurable Fieldsets in the Company Level Admin Tool (4min)
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Edit & Manage Configurable Fieldsets in the Company Level Admin Tool (3min)
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Company Level Tool Settings: Action Plans
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Company Level Tool Settings: Bidding
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Company Level Tool Settings: Change Management
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Configure Connection Manager Settings in the Company Level Admin Tool (3min)
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Add a Correspondence Type to the Company Level Admin Tool (2min)
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Company Level Tool Settings: Estimating (Optional)
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Create a Form Template in the Company Level Admin Tool (2min)
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Company Level Tool Settings: Incidents
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Company Level Tool Settings: Inspections
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Create Meeting Templates in the Company Level Admin Tool (3min)
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Company Level Tool Settings: Observations
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Create Observation Templates in the Company Level Admin Tool (2min)
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Create Punch Item Templates in the Company Level Admin Tool (2min)
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Company Level Tool Settings: Submittals
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Company Level Tool Settings: Tasks
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Company Level Tool Settings: Tax Codes [Region Specific] (Optional)
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Company Level Admin Tool: Tool Settings Review
- Final Exam
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Procore Admin Part 1: Configure Settings Final Exam
- Course Conclusion
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Procore Admin Part 1: Configure Settings Conclusion
Procore Admin Part 1: Configure Settings
Learn how to configure all the necessary settings in the Company level Admin tool.
Welcome to the Procore Admin Part 1: Configure Setting certification! This course is designed to teach you how to effectively configure your Company level Admin tool settings as a Procore Admin.
By the end of this course, you will be able to configure all the necessary settings in the Company level Admin tool.