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Procore Support (en-au)

How do I set up a project in Procore?


You are a Project Manager or Project Engineer and have been invited to run a project in Procore. Soon, you'll oversee all aspects of the project and would like to know how to get started.


Although every company uses Procore differently, we have compiled the following steps for basic project setup and Procore training. 

1. Initial Training

  • Role-Based Certifications. Procore offers multiple, role-based certification courses that provide in-depth overviews of Procore's construction management software. See Procore Certification to learn more.
    The current course selection includes certifications tailored to the following construction roles:
    • Project Managers
    • Site Managers
    • Subcontractors
    • Architects
    • Engineers

2. Project Setup

  • Project
    • Follow this step-by-step tutorial to Add a New Project. Your project in Procore will be the hub for all of your documents, communication and collaboration. 
  • Directory
    • The Project Directory is a directory of the project's collaborators contact information. To set up the directory, you'll want to start with a Bulk Add from your Company's Directory. If there are any collaborators that are missing from this list you'll want to Add a User Account to the Project Directory.
      (Note: Adding a person to the Project Directory automatically adds them to the Company Directory)
  • Documents
    • Review the functionality of the Documents tab. This is where you will store project-specific documents that need to be accessed in the field. 
  • Go Mobile

3. Resources

  • Support Site
    • Learn how to Navigate Procore's Support Site. The Support Site is filled with comprehensive and easy-to-navigate tutorials, answers to frequently asked questions, training videos and more.
    • Chat support is available Monday through Friday, 7:00AM EST - 12:00 Midnight (EST) and Saturday through Sunday, 1:00PM-11:00PM (EST). 
  • Participate in Continued Training 

See Also