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- https://en-au.support.procore.com/faq/can-i-make-files-and-folders-private-by-defaultTo make documents and folders in your Document tool private by default, see the following steps: Mark the checkbox next to 'Documents and Folders by Default' to enable the setting. This will make all ...To make documents and folders in your Document tool private by default, see the following steps: Mark the checkbox next to 'Documents and Folders by Default' to enable the setting. This will make all uploaded documents and folders for each project in Procore private by default. Manage Permissions for Files and Folders in the Project Level Documents Tool
- https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/troubleshooting/common-questions-erpList of Common Questions for ERP Integrations
- https://en-au.support.procore.com/faq/why-is-the-send-to-erp-button-grayed-out-in-the-project-creation-assistantWhen the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
- https://en-au.support.procore.com/faq/how-do-i-filter-items-by-multi-tiered-locationsIf you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been...If you tie an item to a multi-tiered location, you will be able to view all items that are tied to tiered locations in the "filter by" section. You will see a filtered list of all items that have been tied to that exact location unless you check the checkbox next to "Include Sub-locations." If you search for Floor 1 and select the checkbox that says, "Include Sub-locations," you will see all items tied to all sub locations under floor 1 (highlighted in red below).
- https://en-au.support.procore.com/faq/how-can-i-use-the-osha-materials-handling-inspection-template-on-my-projectIf you want to make changes to the inspection template that will impact all projects the template is used on, we recommend editing the inspection template at the Company level before adding the templa...If you want to make changes to the inspection template that will impact all projects the template is used on, we recommend editing the inspection template at the Company level before adding the template to your projects. If you want to make changes to the inspection template that will only impact one project the template is used on, we recommend editing the inspection template at the Project level after you have added it to your project.
- https://en-au.support.procore.com/faq/app-management-metrics-how-to-accessThe App Management Metrics feature allows Procore administrators and project users to access a variety of information about the third-party applications and integrations installed in a Procore company...The App Management Metrics feature allows Procore administrators and project users to access a variety of information about the third-party applications and integrations installed in a Procore company account. On the App Management page, locate the application you want to view metrics for and click View. See View App Management Metrics in a Project for additional detail on viewing metrics in a specific project.
- https://en-au.support.procore.com/faq/why-do-i-see-an-error-when-trying-to-export-data-to-sage-300-creIf you have added data (e.g., Budget, Variations, Commitments, Projects and Vendors) to Procore and are ready to export that data to your integrated Sage 300 CRE system, a user will first send the dat...If you have added data (e.g., Budget, Variations, Commitments, Projects and Vendors) to Procore and are ready to export that data to your integrated Sage 300 CRE system, a user will first send the data to the ERP Integrations tool for accounting acceptance. When exporting Procore data to Sage 300 CRE, the system will validate the data that has been accepted for export to ensure that it does not conflict with any existing data in Sage.
- https://en-au.support.procore.com/faq/how-do-i-control-which-emails-are-sent-by-procore-during-the-rfi-process1 When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notificati...1 When 'Ball In Court Shift' emails are enabled and the Ball In Court responsibility for an RFI is shifted manually (see Shift the Ball In Court on an RFI), Procore sends an automatic email notification to the user who the Ball In Court responsibility shifted to (the item's RFI Manager or Assignee), even if no user checkboxes are marked in the RFI Emails table.
- https://en-au.support.procore.com/faq/how-does-x509-certificate-upgrade-impact-usersAn X.509 certificate is a digital certificate that uses the widely accepted international X.509 public key infrastructure (PKI) standard to verify that a public key belongs to the hostname/domain, org...An X.509 certificate is a digital certificate that uses the widely accepted international X.509 public key infrastructure (PKI) standard to verify that a public key belongs to the hostname/domain, organization or individual contained within the certificate. In this scenario, the updated X.509 certificate will not match the pre-configured certificate and the client will prevent the session from taking place.
- https://en-au.support.procore.com/faq/what-are-the-default-statuses-for-insurance-in-procoreThe default statuses for insurance in Procore include: Indicates that vendor is in compliance with the required standards. Indicates that the vendor is partially in compliance with the required standa...The default statuses for insurance in Procore include: Indicates that vendor is in compliance with the required standards. Indicates that the vendor is partially in compliance with the required standards. Indicates that vendor is NOT in compliance with the required standards. Indicates that the vendor is not in compliance with the required standards, but that work is in progress.
- https://en-au.support.procore.com/faq/what-does-the-search-box-search-forThe Search box in the Photos tool can search for the following information: Photos within albums Note: This must be searched from the Album view. You can enter one of the following categories into the...The Search box in the Photos tool can search for the following information: Photos within albums Note: This must be searched from the Album view. You can enter one of the following categories into the search bar to locate photos Procore has identified as the categories: If you would like to learn more about Procore's construction photos management software and how it can help your business, please visit our construction site photos software product page .