Procore Admin part 1: Configure settings --- EN-CA

Learn how to configure all the necessary settings in the Company level Admin tool.

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Acerca de este curso

Welcome to the Procore Admin part 1: Configure settings 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.

Plan de estudios

  • Get started
  • Intro to Procore Admin part 1: Configure settings
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Company level Admin tool: Company settings
  • Intro to the Company level Admin tool: Company settings
  • Company settings: Classifications
  • Company level Conversations settings (2min)
  • Company settings: Expense allocations (optional)
  • Manage general settings in the Company level Admin tool (4min)
  • Company settings: Root cause analysis
  • Add trades to the Company level Admin tool (3 min)
  • Set up work breakdown structure in the Company level Admin tool (2min)
  • Company settings: Cost codes and cost types
  • Company level Admin tool: Company settings review
  • Company level Admin tool: Project settings
  • Intro to the Company level Admin tool: Project settings
  • Add project dates to the Company level Admin tool (2min)
  • Set up defaults in the Company level Admin tool (3min)
  • Company level Project settings: Project fieldsets
  • Add project roles to the Company level Admin tool (4min)
  • Company level Admin tool: Project settings review
  • Company level Admin tool: Tool settings
  • Intro to the Company level Admin tool: Tool settings
  • Create new configurable fieldsets in the Company level Admin tool (4min)
  • Create new custom fields in the Company level Admin tool (3min)
  • Edit and manage configurable fieldsets in the Company level Admin tool (3min)
  • Edit and manage custom fields in the Company level Admin tool (4min)
  • Company level Tool settings: Action Plans
  • Company level Tool settings: Tendering
  • Set up configurable budget views in the Company level Admin tool (4min)
  • Company level Tool settings: Change management
  • Configure Connection Manager settings in the Company level Admin tool (3min)
  • Add a correspondence type to the Company level Admin tool (3min)
  • Company level Tool settings: Estimating (optional)
  • Create a form template in the Company level Admin tool (2min)
  • Company level Tool settings: Incidents
  • Company level Tool settings: Inspections
  • Create meeting templates in the Company level Admin tool (3min)
  • Company level Tool settings: Observations
  • Create observation templates in the Company level Admin tool (1min)
  • Create deficiency item templates in the Company level Admin tool (2min)
  • Company level Tool settings: Submittals
  • Company level Tool settings: Tasks
  • Company level Tool settings: Tax codes [region specific] (optional)
  • Company level Admin tool: Tool settings review
  • Final exam
  • Procore Admin part 1: Configure settings - Final Exam
  • Course conclusion
  • Procore Admin part 1: Configure settings - Conclusion

Acerca de este curso

Welcome to the Procore Admin part 1: Configure settings 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.

Plan de estudios

  • Get started
  • Intro to Procore Admin part 1: Configure settings
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Company level Admin tool: Company settings
  • Intro to the Company level Admin tool: Company settings
  • Company settings: Classifications
  • Company level Conversations settings (2min)
  • Company settings: Expense allocations (optional)
  • Manage general settings in the Company level Admin tool (4min)
  • Company settings: Root cause analysis
  • Add trades to the Company level Admin tool (3 min)
  • Set up work breakdown structure in the Company level Admin tool (2min)
  • Company settings: Cost codes and cost types
  • Company level Admin tool: Company settings review
  • Company level Admin tool: Project settings
  • Intro to the Company level Admin tool: Project settings
  • Add project dates to the Company level Admin tool (2min)
  • Set up defaults in the Company level Admin tool (3min)
  • Company level Project settings: Project fieldsets
  • Add project roles to the Company level Admin tool (4min)
  • Company level Admin tool: Project settings review
  • Company level Admin tool: Tool settings
  • Intro to the Company level Admin tool: Tool settings
  • Create new configurable fieldsets in the Company level Admin tool (4min)
  • Create new custom fields in the Company level Admin tool (3min)
  • Edit and manage configurable fieldsets in the Company level Admin tool (3min)
  • Edit and manage custom fields in the Company level Admin tool (4min)
  • Company level Tool settings: Action Plans
  • Company level Tool settings: Tendering
  • Set up configurable budget views in the Company level Admin tool (4min)
  • Company level Tool settings: Change management
  • Configure Connection Manager settings in the Company level Admin tool (3min)
  • Add a correspondence type to the Company level Admin tool (3min)
  • Company level Tool settings: Estimating (optional)
  • Create a form template in the Company level Admin tool (2min)
  • Company level Tool settings: Incidents
  • Company level Tool settings: Inspections
  • Create meeting templates in the Company level Admin tool (3min)
  • Company level Tool settings: Observations
  • Create observation templates in the Company level Admin tool (1min)
  • Create deficiency item templates in the Company level Admin tool (2min)
  • Company level Tool settings: Submittals
  • Company level Tool settings: Tasks
  • Company level Tool settings: Tax codes [region specific] (optional)
  • Company level Admin tool: Tool settings review
  • Final exam
  • Procore Admin part 1: Configure settings - Final Exam
  • Course conclusion
  • Procore Admin part 1: Configure settings - Conclusion

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