- Course Introduction
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Intro to Procore Admin
- Navigating Procore
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Navigating Procore (5min)
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Practice: Navigating Procore
- 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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Manage General Settings in the Company Level Admin Tool (4min)
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Root Cause Analysis
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Add Trades to the Company Level Admin Tool (3min)
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Set Up Work Breakdown Structure in the Company Level Admin Tool (2min)
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Cost Codes and Cost Types
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Company Admin – Company Settings Review
- Company Admin: Project Settings
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Company Admin – 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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Project Fieldset
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Add Project Roles to the Company Level Admin Tool (4min)
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Company Admin – Project Settings Review
- Company Admin: Tool Settings
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Company Admin – Tool Settings
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Create New Configurable Fieldsets in the Company Level Admin Tool (4min)
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Edit and Manage Configurable Fieldsets in the Company Level Admin Tool (3min)
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Tendering
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Change Management
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Add a Correspondence Type to the Company Level Admin Tool (3min)
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Incidents
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Create Meeting Templates in the Company Level Admin Tool (3min)
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Observation Type
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Create Observation Templates in the Company Level Admin Tool (2min)
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Create Defect Item Templates in the Company Level Admin Tool (2min)
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Submittals
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Tasks
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Tax Codes
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Company Admin – Tool Settings Review
- Procore Imports App
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Imports
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Import Segment Items into the Company Level Admin Tool (4min)
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Import Users into the Company Level Directory Tool (4min)
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Import Companies into the Company Level Directory Tool (4min)
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Import Locations (2min)
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Import Submittals (3min)
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Import Defect Items (3min)
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Practice: Import Users into Procore
- Project Admin: Project Settings
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Project Admin – Project Settings
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Manage Project Settings (6min)
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Active Tools
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Configure Work Breakdown Structure in the Project Level Admin Tool (2min)
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Locations
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Equipment
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Project Admin – Project Settings Review
- Company Directory
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Company Directory
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Directory and Permission Levels (6min)
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Add a User to the Company Level Directory Tool (5min)
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Add a Company to the Company Level Directory Tool (5min)
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Create a Distribution Group in the Company Level Directory Tool (2min)
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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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Time Management Review
- Reports
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Canned Reports and Dashboards
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Create Custom Company Level Reports (4min)
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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 a Company Level Inspection Template (2min)
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Company Level Inspection Response Types (2min)
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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 (4min)
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Manage Permissions (2min)
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File and Folder Structure (2min)
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Upload Documents (5min)
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Manage Document Information and Settings (5min)
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Organise Files and Folders (3min)
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Manage File Versions (3min)
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Documents Review
- Extracts
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Extracts
- Next Steps
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Next Steps
- Final Exam
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Procore Admin Final Exam
- Course Conclusion
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Admin Conclusion
Procore Admin Certification --- EN-AU
Learn Procore's Project Management tools as a Procore Administrator.
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.
*Tools covered in this course: Admin, Tendering, Budget, Change Events, Commitments, Direct Costs, Directory, Documents, Incidents, Inspections, Observations, Permissions, Planroom, Head Contracts, Procore Extracts, Procore Imports, Defect List, Reports, Submittals, Tasks, Timecard and Timesheets. How do I check what tools I have included in my Procore account?