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Procore

What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Answer

At Procore, we know that each type of construction collaborator utilises their own vocabulary in their everyday business activities, so we have created what we refer to as "Point-of-View Dictionaries" for general contractors, owners, and specialty contractors. These dictionaries change Procore's default terminology in the platform to account for the needs and preferences of each distinct audience.

When you implement a point-of-view dictionary in your environment, certain tool names and terms change in the user interface depending on the dictionary chosen. Currently, these dictionaries are only available in US English and the default dictionary is designed for general contractors. 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). After that, you can use the desired dictionary on a project or on your individual user account. Learn how to apply the dictionary options.

Tool Name and Term Differences

Construction Takeoff & Estimating

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Construction Takeoff and Estimating. These dictionaries are available in US English only. 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. 

General Contractors

English (United States) - Default

Owners

English (Owner Terminology V2)

Subcontractors

English (Speciality Contractor Terminology)

Tender Board Portfolio Planning Tender Board
Due Date LOI Expiration Date Due Date
Estimator Developer Agent Estimator
Name Opportunity Name Name
Total Sales Feasibility Cost Total Sales

Project Financials

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. 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. 

General Contractors

English (United States) - Default

Owners

English (Owner Terminology V2)

Subcontractors

English (Speciality Contractor Terminology)

Progress Claiming Progress Claiming Progress Billings
Owner-developer Funding Owner-developer
Owner/Client Owner/Client HC/Client
Head Contract Variation Funding Variation Client Contract Variation
Head Contracts Funding Client Contracts
Revenue Funding Revenue
Subcontract Contract Subcontract
Subcontractor Contractor Subcontractor
Subcontractor Schedule of Values (SSOV) Contractor Schedule of Values (CSOV) Subcontractor Schedule of Values (SSOV)

How to Apply the 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). After that, you can use the desired dictionary on a project or on your individual user account as follows:

Project Level Setting

After your company implements the dictionary preferred by owners or specialty contractors, a project administrator should adjust the 'Language - Country' menu on the General page under 'Project Settings' to 'None Selected' in the Project level Admin tool. 

Example - Project level setting in Project Admin Tool

language-country-setting.png

User Level Setting

After your company implements the dictionary preferred by owners or specialty contractors, Procore users should adjust the setting in the 'Country - Language' menu to 'None Selected' in My Profile Settings.

Example - User level setting in My Profile Settings

user-country-language.png