Getting Started

Pre-Construction

Monitor Project Activity

1. View Project Dashboard
2. View Site Diary
3. Manage Inspections
4. Manage Photos
5. Manage Reports
6. Create Custom Reports

Documentation Management ​

1. Upload and Manage Project Program
2. Manage Documents | Training Video
3. Manage RFIs
4. Create and Distribute Submittals
5. Create Meetings
6. Upload Drawings  | Training Video
7. Upload Drawing Revisions

Financial Management 

1. Manage Budget
2. Manage Head Contracts
3. Manage Commitments (Purchase Orders and Subcontracts)

Interactions with Design Team

1. Assign RFIs 
2. Create and Assign Submittals
3. Distribute Meeting Minutes

Interactions with Subcontractors

1. Create Purchase Orders (Commitments)
2. Create Subcontracts (Commitments)
3. Create an Progress Claim on Behalf of a Subcontractor
4. Add Payments Issued
5. Create Commitment Variations
6. Create Defect List | Training Video
7. Create an Observation

Interactions with Owner

1. Distribute Meeting Minutes
2. Create Head Contract Progress Claim
3. Create a Head Contract Variation
   • Create a Potential Variation for a Head Contract
   • Create Variation Requests (VR)

Project Close-out

1. Close Defect Items
2. Extract Project Data Using Procore Extracts
3. Change the project's status to Inactive. See Change the Status of a Project to Active or Inactive.