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  • What is the difference between a distribution group and distribution list in Procore?
    https://en-au.support.procore.com/faq/what-is-the-difference-between-a-distribution-group-and-a-distribution-list
    Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Trac...Once created, end users with permissions to create items in specific Procore tools can add available distribution groups to any To, Cc, Distribution, Default Distribution, Distribution List, File Tracking, field in the Company and/or Project level tools that support this feature. In Procore, a distribution list is similar to the Carbon Copy (Cc) feature in an email program and is used for notifying select Procore users about a specific event or change in status.
  • Add Financial Markup to Client Contract Variations
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/add-financial-markup-to-client-contract-change-orders
    How to add financial markup to Client Contract Variations (CCVs).
  • Create a Configurable PDF of a HC/Client Progress Claim in the Client Contracts Tool
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/create-a-configurable-pdf-of-a-gc-client-invoice-in-the-client-contracts-tool
    How to create a configurable PDF of a HC/Client progress claim
  • Create a Potential Variation for a Client Contract
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/create-a-potential-change-order-for-a-client-contract
    How to create a potential variation for a client contract and complete its Schedule of Values (SOV).
  • Add Line Items to a Schedule of Values on a Client Contract
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/add-line-items-to-a-schedule-of-values-on-a-client-contract
    How to manually add line items to a client contract's Schedule of Values (SOV).
  • Set or Release Retention for All Line Items on a HC/Client Progress Claim from the Progress Billings Tool
    https://en-au.support.procore.com/products/online/user-guide/project-level/progress-billings/tutorials/set-or-release-retainage-for-all-line-items-on-a-gc-client-invoice-from-the-progress-billings-tool
    How to set or release retention for all of the line items on a HC/Client progress claim using the project's Progress Billings tool.
  • Import a Client Contract Schedule of Values from a CSV File
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/import-a-client-contract-schedule-of-values-from-a-csv-file
    How to import a Client Contract Schedule of Values (SOV) from a CSV file.
  • Add a Related Item to a Client Contract Variation
    https://en-au.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/add-a-related-item-to-a-client-contract-change-order
    How to add a 'related item' to a Client Contract Variation.
  • Create Budget Codes in Procore's Project Financials Tools
    https://en-au.support.procore.com/products/online/work-breakdown-structure/tutorials/create-budget-codes-in-procores-project-financials-tools
    To use the 'Create Budget Code' button to create a new budget code on a line item in a Project Financials tool.
  • What are Procore's default cost codes?
    https://en-au.support.procore.com/faq/what-are-procores-default-cost-codes
    Describes the default cost codes available in your Procore company account.
  • What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
    https://en-au.support.procore.com/faq/what-tool-names-and-terms-are-different-in-procore-for-general-contractors-owners-and-specialty-contractors
    The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other...The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options. To access the dictionary preferred by owners or specialty contractors, you will first need to work with your Procore Administrator at your company and your Procore point of contact (who can change your company's default dictionary).