- Course Introduction
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Intro to Site Manager
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Navigating Procore (5min)
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Navigating Procore - Mobile (3min)
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Practice: Navigating Procore
- Core Tools
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Intro to Core Tools
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Directory and Permission Levels (6min)
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View Documents (4min)
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Upload Documents (5min)
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Upload and View Documents - Mobile (2min)
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Create Custom Reports (3min)
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View Announcements (1min)
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Core Tools Review
- Project Management Tools
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Intro to Project Management
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View Drawings (6min)
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View Drawings - Mobile (2min)
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Mark Up Drawings (6min)
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Mark Up Drawings - Mobile (3min)
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Practice: Mark Up Drawings
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Manage Specifications (5min)
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View a Programme (5min)
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Create an RFI (5min)
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Create an RFI - Mobile (4min)
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Practice: Create an RFI
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Close an RFI (2min)
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View a Submittal - Mobile (2min)
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Create a Snag List Item - Mobile (4min)
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Close a Snag List Item - Mobile (2min)
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Practice: Respond to a Snag Item
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Manage Photos (3min)
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Upload Photos (2min)
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Photos Overview - Mobile (3min)
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Create Meetings (4min)
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View Meetings - Mobile (1min)
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Create a Correspondence Item (2min)
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Respond to a Correspondence Item (1min)
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Change the Status on a Correspondence Item (1min)
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Project Management Review
- Resource Management Tools
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Intro to Resource Management
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Create a Crew - Mobile (2min)
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Add Worker - Mobile (2min)
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Create a Timesheet - Mobile (3min)
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Add a My Time Entry - Mobile (3min)
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Create a Daywork Sheet (2min)
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Create a Daywork Sheet - Mobile (2min)
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Request a Signature and Sign a Daywork Sheet (2min)
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Resource Management Review
- Financial Management Tools
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Intro to Financial Management
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Create a Change Event (3min)
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Create a Change Event - Mobile (2min)
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Practice: Create a Change Event
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Financial Management Review
- Quality and Safety Tools
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Intro to Quality and Safety
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Add Site Diary Entries (3min)
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Add Site Diary Entries - Mobile (3min)
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Practice: Add Site Diary Entries
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Create Project Level Inspection Templates (3min)
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Create an Inspection Schedule (3min)
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Perform an Inspection - Mobile (4min)
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Add Observation Templates (3min)
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Create an Observation - Mobile (4min)
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Respond to an Observation - Mobile (2min)
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Practice: Respond to an Observation
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Fill Out a Form - Mobile (2min)
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Create an Incident - Mobile (3min)
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Quality and Safety Review
- BIM Tools
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Intro to BIM
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View Models in Procore (2min)
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View Models in Procore - Mobile (5min)
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BIM Review
- Final Exam
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Site Manager Final Exam
- Course Conclusion
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Site Manager Conclusion
Site Manager Certification --- EN-GB
Learn how to use Procore's tools as a site manager and discover best practices.
Welcome to the Site manager certification! This course is designed to teach you how to effectively use Procore's tools* as a Site manager.
*Tools covered in this course: Change Events, Crews, Site Diary, Documents, Drawings, Emails, Forms, Incidents, Inspections, Meetings, Observations, Photos, Snag List, Reports, RFIs, Programme, Specifications and Timesheets. How do I check what tools I have included in my Procore account?