Project Manager: Core Tools -- Owner

Learn Procore's Core Tools as a project manager at an Owner.

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About this course

Welcome to the Project Manager: Core Tools at Owner certification! This course is designed to teach you how to effectively use Procore's Core Tools* as a project manager, project engineer, or project coordinator at an owner company.

 

*Tools covered in this course: Directory, Documents, Permissions, Portfolio, Home, Procore Imports, Reports, Conversations, and Tasks. How do I check what tools I have included in my Procore account?

Curriculum1-2 hours

  • Course Introduction
  • Intro to Core Tools
  • Configure Tool Settings
  • Configure Core Tools Settings
  • Procore Home
  • Procore Home
  • Practice: Navigating Procore
  • Permissions
  • Permissions Tool
  • Directory
  • Directory Tool
  • Directory and Permission Levels (6min)
  • Add a User to the Directory (5min)
  • Add a Company to the Directory (5min)
  • Create a Distribution Group (2min)
  • Import Users Using Procore Imports App (4min)
  • Import Companies Using Procore Imports App (4min)
  • Directory Resources & Review
  • Procore Imports
  • Procore Imports
  • Practice: Import Users into Procore
  • Documents
  • Documents Tool
  • File & Folder Structure (2min)
  • Manage Documents Information & Settings (5min)
  • Upload Documents (5min)
  • Procore Drive (1min)
  • View Documents (3min)
  • Manage File Versions (3min)
  • Organize Files & Folders (3min)
  • Documents Resources & Review
  • Tasks
  • Tasks Tool
  • Add a Task (2min)
  • Tasks Resources & Review
  • Reports
  • Reports Tool
  • Create Custom Reports (4min)
  • Create an Enhanced Report (3min)
  • Reports Resources & Review
  • Conversations
  • Conversations Tool
  • Conversations Tool Overview (4min)
  • Conversations Tool Overview (Mobile) (3min)
  • Conversations Resources & Review
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Core Tools Conclusion

About this course

Welcome to the Project Manager: Core Tools at Owner certification! This course is designed to teach you how to effectively use Procore's Core Tools* as a project manager, project engineer, or project coordinator at an owner company.

 

*Tools covered in this course: Directory, Documents, Permissions, Portfolio, Home, Procore Imports, Reports, Conversations, and Tasks. How do I check what tools I have included in my Procore account?

Curriculum1-2 hours

  • Course Introduction
  • Intro to Core Tools
  • Configure Tool Settings
  • Configure Core Tools Settings
  • Procore Home
  • Procore Home
  • Practice: Navigating Procore
  • Permissions
  • Permissions Tool
  • Directory
  • Directory Tool
  • Directory and Permission Levels (6min)
  • Add a User to the Directory (5min)
  • Add a Company to the Directory (5min)
  • Create a Distribution Group (2min)
  • Import Users Using Procore Imports App (4min)
  • Import Companies Using Procore Imports App (4min)
  • Directory Resources & Review
  • Procore Imports
  • Procore Imports
  • Practice: Import Users into Procore
  • Documents
  • Documents Tool
  • File & Folder Structure (2min)
  • Manage Documents Information & Settings (5min)
  • Upload Documents (5min)
  • Procore Drive (1min)
  • View Documents (3min)
  • Manage File Versions (3min)
  • Organize Files & Folders (3min)
  • Documents Resources & Review
  • Tasks
  • Tasks Tool
  • Add a Task (2min)
  • Tasks Resources & Review
  • Reports
  • Reports Tool
  • Create Custom Reports (4min)
  • Create an Enhanced Report (3min)
  • Reports Resources & Review
  • Conversations
  • Conversations Tool
  • Conversations Tool Overview (4min)
  • Conversations Tool Overview (Mobile) (3min)
  • Conversations Resources & Review
  • Final Exam
  • Final Exam
  • Course Conclusion
  • Core Tools Conclusion

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