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  • Add an ERP Company to the Procore Company Directory
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/add-an-erp-company-to-the-company-directory
    To add an ERP company as a new company entry in Procore's Directory tool.
  • Procore BIM Plugins - FAQ
    https://en-au.support.procore.com/products/procore-bim-plugins/faq
    This page includes links to frequently asked questions about the Procore BIM plugins.
  • Portfolio Financials and Capital Planning User Permissions Matrix
    https://en-au.support.procore.com/products/portfolio-financials/user-permissions-matrix
    A comprehensive breakdown of required user permissions for performing actions in Portfolio Financials.
  • How does the Office 365 integration in Procore's Documents Tool work?
    https://en-au.support.procore.com/faq/how-does-the-office-365-integration-in-procores-documents-tool-work
    Common questions and answers regarding the Microsoft® Office 365® integration with the Documents tool in Procore.
  • How can I fix errors with PDF files in the Submittals tool?
    https://en-au.support.procore.com/faq/how-can-i-fix-errors-with-pdf-files-in-the-submittals-tool
    Learn about best practices, common errors and troubleshooting steps for PDFs in Procore's Submittals tool.
  • What is the difference between the old and new tender management experience in the Tendering tool?
    https://en-au.support.procore.com/faq/what-is-the-difference-between-the-old-and-new-bid-management-experience-in-the-bidding-tool
    A detailed overview of the difference between the old and new tender management experience in the Tendering tool.
  • How do I change the 'Responsible Contractor' field on a submittal?
    https://en-au.support.procore.com/faq/how-do-i-change-the-responsible-contractor-field-on-my-submittal
    If you or someone accidentally set the responsible contractor on a submittal as the wrong contractor from your Directory, you may have noticed that once you choose the responsible contractor and set t...If you or someone accidentally set the responsible contractor on a submittal as the wrong contractor from your Directory, you may have noticed that once you choose the responsible contractor and set the "Received From" field, you cannot edit the "Responsible Contractor" field. This is because the users in the drop-down menu of the "Received From" field is contingent upon which contracting company you selected in the "Responsible Contractor" field.
  • View and Sort Program Activities (iOS)
    https://en-au.support.procore.com/procore-mobile-ios/user-guide/schedule-ios/tutorials/view-and-sort-schedule-activities-ios
    How to view program activities on an iOS mobile device and sort activities by the WBS outline codes on the imported project program.
  • Promote a Project Report to the Company Level
    https://en-au.support.procore.com/products/online/user-guide/project-level/reports/tutorials/promote-a-project-report-to-the-company-level
    Learn how to promote a project level report to the company level.
  • How do I add tenderers in the new tender management experience?
    https://en-au.support.procore.com/faq/how-do-i-add-bidders-in-the-new-bid-management-experience
    How to add tenderers in the new tender management experience within the Tendering tool.
  • Internal Project Manager / Project Engineer
    https://en-au.support.procore.com/procore-learning-paths/owner-cm/internal-project-manager-engineer
    Defines the Project Manager persona and summarises the tasks they perform using Procore.