Procore Admin Part 3: Manage Tools & Data

Learn how to manage tool data in the Admin tool as a Procore Admin.

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Acerca de este curso

Welcome to the Procore Admin Part 3: Manage Tools & Data certification! This course is designed to teach you how to effectively manage tool data in the Admin tool as a Procore Admin.

By the end of this course, you will be able to:

  • Configure and manage Timecards and Timesheets.
  • Manage canned, custom, and enhanced reports.
  • Configure the Planroom tool.
  • Create a Company level Inspection template.
  • Configure and manage the Company and Project level Documents tool.
  • Use Procore Extracts.

Plan de estudios

  • Get Started
  • Intro to Procore Admin Part 3: Manage Tools & Data
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Time Management
  • Intro to Timecards and Timesheets
  • Timecards and Timesheets Review
  • Reports & Dashboards
  • Intro to the Reports Tool
  • Create Custom Company Level Reports (4min)
  • Create an Enhanced Report (3min)
  • Granularity & Joins (3min)
  • Filtering Enhanced Reports (2min)
  • Reports Tool: Dashboards
  • Reports Tool & Dashboards Review
  • Planroom Tool
  • Intro to the Planroom Tool
  • Planroom Tool Review
  • Inspection Tool
  • Intro to the Inspections Tool
  • Create a Company Level Inspection Template (2min)
  • Company Level Inspection Response Types (2min)
  • Inspections Tool Review
  • Documents Tool
  • Intro to the Documents Tool
  • File & Folder Structure (2min)
  • Manage Document Info & Settings (5min)
  • Organize Files & Folders (3min)
  • Manage File Versions (3min)
  • Documents Tool Review
  • Procore Extracts
  • Intro to Procore Extracts
  • Final Exam
  • Procore Admin Part 3: Manage Tools & Data Final Exam
  • Course Conclusion
  • Procore Admin Part 3: Manage Tools & Data Conclusion

Acerca de este curso

Welcome to the Procore Admin Part 3: Manage Tools & Data certification! This course is designed to teach you how to effectively manage tool data in the Admin tool as a Procore Admin.

By the end of this course, you will be able to:

  • Configure and manage Timecards and Timesheets.
  • Manage canned, custom, and enhanced reports.
  • Configure the Planroom tool.
  • Create a Company level Inspection template.
  • Configure and manage the Company and Project level Documents tool.
  • Use Procore Extracts.

Plan de estudios

  • Get Started
  • Intro to Procore Admin Part 3: Manage Tools & Data
  • Navigating Procore (5min)
  • Practice: Navigating Procore
  • Time Management
  • Intro to Timecards and Timesheets
  • Timecards and Timesheets Review
  • Reports & Dashboards
  • Intro to the Reports Tool
  • Create Custom Company Level Reports (4min)
  • Create an Enhanced Report (3min)
  • Granularity & Joins (3min)
  • Filtering Enhanced Reports (2min)
  • Reports Tool: Dashboards
  • Reports Tool & Dashboards Review
  • Planroom Tool
  • Intro to the Planroom Tool
  • Planroom Tool Review
  • Inspection Tool
  • Intro to the Inspections Tool
  • Create a Company Level Inspection Template (2min)
  • Company Level Inspection Response Types (2min)
  • Inspections Tool Review
  • Documents Tool
  • Intro to the Documents Tool
  • File & Folder Structure (2min)
  • Manage Document Info & Settings (5min)
  • Organize Files & Folders (3min)
  • Manage File Versions (3min)
  • Documents Tool Review
  • Procore Extracts
  • Intro to Procore Extracts
  • Final Exam
  • Procore Admin Part 3: Manage Tools & Data Final Exam
  • Course Conclusion
  • Procore Admin Part 3: Manage Tools & Data Conclusion

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