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Procore

Set Up a Project in Procore

Background

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.

Steps

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

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.
    • See Contact Support for information about how to contact Procore's Customer Support Team.
  • Participate in Webinars 
    • Monthly Update: Attend live product demonstrations detailing Procore's newest features and enhancements. Click here to register.
    • Deep Dives: View upcoming session dates and series programs for Procore's in-depth webinar sessions. Click here to view the sessions.

See Also

Check out the Project Manager / Project Engineer Learning Path for more tutorials and FAQs.