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  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/email-a-funding-invoice
    How to email a funding progress claim as a request for payment.
  • 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.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/search-for-and-apply-filters-to-the-funding-tool
    How to use the search feature and apply filters to locate a funding.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/export-a-funding-invoice
    How to export a funding progress claim to the CSV, PDF or PDF with Attachments file format.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/configure-settings-funding
    How to configure the advanced settings for the project's Funding tool.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/workflows
    This page includes the standard workflow diagrams for actions in or related to the project's Funding tool.
  • https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/create-a-configurable-pdf-of-a-funding-invoice
    How to create a configurable PDF of a funding progress claim
  • 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.
  • https://en-au.support.procore.com/faq/what-are-procores-default-cost-codes
    Describes the default cost codes available in your Procore company account.
  • 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).
  • https://en-au.support.procore.com/faq/can-i-import-a-csv-into-a-project-financial-tools-schedule-of-values-if-it-has-blank-values
    Describes how Procore's import process handles blank 'Amount' values on a Comma Separated Values (CSV) import.