Site Map
Below is an exhaustive sitemap of Procore's Support Centre.
- Procore Certification
- Continuing Education
- Customer Success
- FAQ
- Analytics 2.0 General FAQ
- What are App Management Metrics and how do I access them?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- Are commitments private by default?
- Are granular permissions available in Portfolio Financials and Capital Planning?
- Are pending commitments automatically synced with integrated ERP systems?
- Are there any system limitations when projects have multiple head contracts?
- At what tier can an upstream collaborator approve a variation?
- Can a person be associated with multiple vendor/company records in the Company Level Directory Tool?
- Can a private correspondence be made public?
- Can tenderers submit their tender via email or must they sign in?
- Can I access Forms offline?
- Can I add personal avatars or profile photos for other users?
- Can I apply custom segments to my existing, non-WBS projects?
- Can I apply permissions templates to multiple users at one time?
- Can I attach a photo to a defect list item from my mobile device?
- Can I change a person's email address in the Directory?
- Can I change the language of my Company, Project or User in Procore?
- Can I change the language that Procore scans my drawings for?
- Can I change the name of a meeting?
- Can I change the selected vendor type after a company has been synced?
- Can I copy estimates from the Estimating tool to a new project?
- Can I copy files in the Documents tool to another project?
- Can I copy one project's Documents folders to a new project?
- Can I create a variation for a contract or funding before a downstream collaborator responds to an RFQ for a change event?
- Can I create a list of overdue Head Contract Variations (HCVs)?
- Can I create an RFI with a duplicate number?
- Can I customise the numbering system for financial objects in Procore?
- Can I customise the project type options in Portfolio Financials and Capital Planning?
- Can I delete a Sage 300 CRE cost code, cost type or vendor from Procore?
- Can I disable the Change Events tool?
- Can I edit my variation or progress claim in Portfolio Financials?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
- Can I enable the Change Events tool on my existing project?
- Can I enforce required fields in a form?
- Can I export a correspondence if it is set to private?
- Can I export a Lookahead program?
- Can I export data from the Conversations tool?
- Can I export Procore budget modifications to an integrated ERP system?
- Can I fill out a form on my mobile device?
- Can I fill out forms on the web version of Procore?
- Can I import a CSV into a Project Financials tool's schedule of values if it has blank values?
- Can I import clashes and clash groups into the Coordination Issues tool?
- Can I include deducts in my tender submission in the Tender Room?
- Can I include required fields in a fillable PDF form?
- Can I include signature fields in my fillable PDFs?
- Can I integrate my LMS with Procore Certification?
- Can I limit the number of cost codes available to choose from when creating timesheet entries?
- Can I register into the Procore Web application directly if my company has implemented SSO?
- Can I make files and folders in the Documents tool private by default?
- Can I mark all photos 'Private' in the project's Photos tool?
- Can I prevent emails from being sent on the weekend?
- Can I print or export a copy of my tender in the Tender Room?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Can I rearrange the order of site diary sections?
- Can I receive a daily activity summary for Portfolio Financials and Capital Planning?
- Can I receive weather delay alerts by phone or email?
- Can I remove a line item from a tender?
- Can I report on content in the Forms tool?
- Can I rotate a drawing in Procore?
- Can I search the contents of a fillable PDF?
- Can I send a tender update email to every vendor/subcontractor?
- Can I send correspondence after the tender due date?
- Can I set up multiple Favourites lists for my project tools to apply to different projects?
- Can I update the Percent Complete field on the Procore web application?
- Can I upload drawings with the same revision?
- Can I upload fillable PDFs that are password protected?
- Can I use Procore's mobile application in offline mode?
- Can I use the Procore Extracts application on a Mac?
- Can I watch Procore Certification and Continuing Education courses from my mobile device?
- Can multiple users work on estimates and takeoffs at the same time in the Estimating tool?
- Can the drawing markup tool be disabled?
- Can we import our third-party timecard entries to work with the 'Timesheet Hours' column in Procore's Budget tool?
- Common Questions about Apps and the Procore App Marketplace
- Do I need a DocuSign© account?
- Do I need to create a dedicated user account in Sage 300 CRE for the hh2 synchronization client?
- Do I need to create Procore user accounts if our company implements SSO?
- Do I need to use cost codes on a tender form?
- Do meetings integrate with Microsoft Outlook Calendar?
- Do milestones in Portfolio Financials sync with my external project program?
- Do Procore's SSO integrations support single or multiple domains?
- Do we have to create and send all our project emails with the Emails tool?
- Document Management: General FAQ
- Does a user need to register in to Procore to respond to an RFI?
- Does a progress claim contact need an 'Invite to Bill' to submit a progress claim?
- Does the DocuSign® integration have any file size limits on attachments or envelopes?
- Does the hh2 synchronization process for Sage 100 Contractor require a Terminal Server?
- Does the hh2 synchronization process for Sage 300 CRE require a Terminal Server?
- Does the master program update when I make a change to a Lookahead program?
- For which items in Procore should I make templates?
- How are Action Plans Item Statuses Updated
- How are businesses approved to be listed on the Procore Construction Network?
- How are duplicate companies handled between the Directory tool and Procore Construction Network?
- How are financial line items and budget codes updated across change objects?
- How are insights calculated?
- How are locked or restricted PDF files handled in the Document Management tool?
- How are PDFs uploaded to the Submittals tool affected by file restrictions?
- How are submittals numbered in Procore?
- How are task codes configured for time entry?
- How are templates created in Portfolio Financials?
- How are the date columns in submittal custom reports calculated?
- How are version numbers updated in the Company level Workflows tool?
- How can tenderers get locked out of a sealed Tender Room in Portfolio Financials?
- How can I add cost codes to a project synced with Yardi Voyager®
- How can I add custom tender form templates for the Tender Room in Portfolio Financials?
- How can I add custom Cost Tracker templates in Portfolio Financials?
- How can I add the '[Procore] Project Shutdown' inspection template to my Procore account?
- How can I budget individual values within a cost item in Portfolio Financials?
- How can I check who has permissions to see a specific correspondence?
- How can I check who has permissions to see a type of correspondence?
- How can I configure SSO in a sandbox environment for testing before implementing SSO in my Procore company account?
- How can I email a submittal so people can reply through email?
- How can I fix errors with PDF files in the Submittals tool?
- How can I grant a 'Limited' user access to a specific Tender Room in Portfolio Financials?
- How can I handle CM fees in Portfolio Financials?
- How can I improve the accuracy of data populated in the Document Management tool?
- How can I improve the accuracy of OCR on my drawings?
- How can I improve the accuracy of Specification Section Identification?
- How can I keep track of emailed drawings?
- How can I keep track of emailed specifications?
- How can I manually add a tender in Portfolio Financials?
- How can I monitor activity across all of my buildings in Portfolio Financials and Capital Planning?
- How can I request a folder template for Documents in my Portfolio Financials projects?
- How can I run a best and final round of tendering in Portfolio Financials?
- How can I see where my non-budgeted line items are coming from?
- How can I set up a tenant construction chargeback in the Cost Tracker?
- How can I share access to a Tender Room in Portfolio Financials?
- How can I share access to a Contract Room in Portfolio Financials?
- How can I tell if a Procore project is synced with an integrated ERP system?
- How can I tell if a Procore project's budget is synced with an integrated ERP system?
- How can I tell if I have a free or paid Procore company account?
- How can I troubleshoot an issue with the Procore Web Application?
- How can I unaward a tender or contract in Portfolio Financials?
- How can I upload large files to the Procore Web App?
- How can I use Procore's Hot Work Permit PDF in my project's Forms tool?
- How can I use Procore's Incidents tool to record Coronavirus (COVID-19) infection information?
- How can I use Procore's Job Hazard Analysis PDF in my project's Forms tool?
- How can I use Procore's Toolbox Talk Sign-In PDF in my project's Forms tool?
- How can I use tax codes on a Procore project?
- How can I use the '[NextWave Safety Solutions] Concrete Pre-Pour' inspection template on my project?
- How can I use the '[NextWave Safety Solutions] Ladder Safety - Simple Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Backfill Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Drywall Checklist' inspection template on my project?
- How can I use the '[OAC Management Inc.] Pre-Roofing Checklist' inspection template on my project?
- How can I use the '[OSHA] Daily Inspection of Trenches and Excavations' inspection template on my project?
- How can I use the '[OSHA] Lockout/Tagout Procedures' inspection template on my project?
- How can I use the '[OSHA] Materials Handling' inspection template on my project?
- How can I use the '[Procore] Equipment Pre-Operation Checklist' inspection template on my project?
- How can I use the '[Procore] Worksite Cleanliness and Preparedness Checklist' inspection template on my project?
- How can I use the '[Procore] SWPPP - Construction Site Stormwater Checklist' inspection template on my project?
- How can I use the 'Site Safety Inspection' template on my project?
- How can I use wages in Workforce Planning?
- How can I view a custom Training Centre?
- How can I view reports of a single register or a single person within a register?
- How can my company receive tender invitations through the Procore Construction Network?
- How do approval workflows get set up in Portfolio Financials?
- How do tender approvals work in Portfolio Financials?
- How do budget approvals work in Portfolio Financials?
- How do budget codes in an estimate create line items in a budget?
- How do Cash Flow Forecasts and Capital Plans interact in Portfolio Financials and Capital Planning?
- How do variation approvals work in Portfolio Financials?
- How do contract approvals work in Portfolio Financials?
- How do Cost Cataitem types relate to cost types in Procore?
- How do I access an RFI as an assignee?
- How do I access my company's Training Centre?
- How do I add a Tender Board project to the Portfolio tool in Procore?
- How do I add a building to my account in Portfolio Financials?
- How do I add a new Sage 300 CRE cost code or cost type?
- How do I add additional contacts to a vendor profile in Portfolio Financials?
- How do I add an avatar or profile photo to Procore?
- How do I add tenderers in the new tender management experience?
- How do I add missing cost codes so I can migrate projects to the new tender management experience?
- How do I add people to the submittal workflow?
- How do I add 'Procore' as an endorsable skill on my LinkedIn profile?
- How do I add the 'Timesheet Hours' column to a budget view?
- How do I add tools to my Favourites list in Procore?
- How do I add unit-based line item details in Procore's budget import template?
- How do I adjust my budget view when the Client Contracts, Funding or Head Contracts tool is disabled in my company's Procore account?
- How do I adjust the Procore Standard Forecast View when the Client Contracts, Funding or Head Contracts tool is disabled?
- How do I allow 'Standard' users to add to the Project Directory?
- How do I apply markups from a previous revision to a new revision?
- How do I attach multiple files at once to a transmittal?
- How do I avoid and report phishing emails?
- How do I backfill a progress claim from Yardi to Portfolio Financials?
- How do I bill for stored materials in a progress claim? (Beta)
- How do I change a known password?
- How do I change my name or email address in Procore Certification?
- How do I change my web browser's default email client for mailto links?
- How do I change the 'Responsible Contractor' field on a submittal?
- How do I check what Procore tools are included with my Procore account?
- How do I choose a Default Defect Item Manager for my project?
- How do I complete tasks in Procore that I used to complete in the standalone Procore Estimating application?
- How do I configure my web browser to allow popups from Procore?
- How do I configure privacy settings for a correspondence item?
- How do I configure user permissions for multi-tier approvals with timekeeping?
- How do I control which emails are sent by Procore during the RFI process?
- How do I control which emails are sent by Procore from the Defect List tool?
- How do I create a billing period for an progress claim?
- How do I create a bookmark to Procore?
- How do I create a desktop shortcut to Procore?
- How do I create a fillable PDF?
- How do I create or join a Zoom meeting in Procore?
- How do I customise submittal responses?
- How do I delete line items in approved variations?
- How do I determine the latitude and longitude values of an address?
- How do I determine whether a defect list item has been sent?
- How do I disable Quick Capture for iOS?
- How do I display a list of project dates on the Home page?
- How do I download the Google Chrome browser?
- How do I download the Mozilla Firefox browser?
- How do I download Procore's Android mobile application?
- How do I edit a project program in Procore?
- How do I edit an initial award amount for a contract in Portfolio Financials?
- How do I enable additional workforce labour types for the Site Diary?
- How do I enable Cost Allocations and Components for a Portfolio Financials project?
- How do I enable retention for a contract in Portfolio Financials?
- How do I enable the DocuSign® Integration?
- How do I ensure that Procore emails reach the recipients?
- How do I enter a credit progress claim in Portfolio Financials?
- How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?
- How do I export a project budget from Procore to Sage 300 CRE?
- How do I export cost forecast data from a Procore budget to CMiC
- How do I export cost forecast data from a Procore budget to ERP
- How do I filter items by multi-tiered locations?
- How do I filter out 'Recycled' items from a custom RFIs report?
- How do I find the company ID?
- How do I find the project ID?
- How do I get a DocuSign® account?
- How do I get started with Procore Analytics?
- How do I get the latest version of Safari for Mac OS X?
- How do I get the percent complete updated in the native program file?
- How do I give users access to the Prequalifications tool?
- How do I know if an RFI that I posted in the Tender Room has been answered?
- How do I know if my DocuSign account is synced with Procore?
- How do I know if someone has downloaded a file?
- How do I locate an archived project in Portfolio Financials and Capital Planning?
- How do I log in to Portfolio Financials and Capital Planning?
- How do I register in to Procore's Support site?
- How do I log into Procore using Microsoft Azure AD (Entra ID) SSO?
- How do I look at the Site Diary for multiple days?
- How do I make my defect list items private by default?
- How do I mark an assignee as a required responder on an RFI?
- How do I navigate to a Tender Room in Portfolio Financials?
- How do I opt in to the beta for Procore Conversations?
- How do I perform a hard refresh in my web browser?
- How do I post an idea for Procore?
- How do I preserve cost code formatting in Excel?
- How do I prevent duplicate projects when syncing data with Workforce Planning?
- How do I prevent or allow overbilling on a subcontractor progress claim?
- How do I rate a page and send feedback?
- How do I remove a submitter or approver from a submittal workflow while the approval process is in progress?
- How do I request access to a custom Training Centre?
- How do I revoke project access for a Procore user?
- How do I run a sealed tender process in Portfolio Financials?
- How do I set and release retention on a subcontractor progress claim in Procore?
- How do I set the accounting method for a contract or funding?
- How do I set the accounting method for tenders?
- How do I set up a budget view for real-time labour productivity?
- How do I set up my account in Workforce Planning?
- How do I set up permissions for a correspondence type?
- How do I configure Procore for Okta SSO (SAML 2.0)?
- How do I set up Single Sign-On (SSO) with Procore?
- How do I set up the 'Procore Labour Productivity Cost' budget view?
- How do I set up the subcontractor progress claims and payments feature for Procore + QuickBooks?
- How do I share feedback with Procore?
- How do I show previous minutes on a Meeting PDF?
- How do I sign-up for Procore Certification if I do not have Procore login credentials?
- How do I stop a meeting item from carrying over to a follow-up meeting?
- How do I submit a response to a 'Draft' RFI when I am the RFI Manager?
- How do I submit a Subcontractor Schedule of Values for a Procore commitment?
- How do I submit variations and progress claims in Portfolio Financials?
- How do I switch between Portfolio Financials and Project Management toolkits in Procore?
- How do I sync my Head Contract with Acumatica or MYOB Advanced Construction?
- How do I track non-commitment costs on a change event?
- How do I track the actual materials received and installed on a worksite?
- How do I update an expiring x509 certificate in my company's Procore SSO configuration settings?
- How do I use Tags/Keywords in Procore?
- How do I use tags with expiration dates in Workforce Planning?
- How do I use the navigation bar to go back to the Company Portfolio?
- How do I use the notification centre?
- How do I verify an Australian Business Number (ABN)?
- How do I view incomplete certification or continuing education lessons?
- How do I view workforce allocation percentage?
- How do integrations with Procore access my company's data?
- How do progress claim approvals work in Portfolio Financials?
- How do my project-specific 'Cost Code' segment items get carried over from a project template to a new project?
- How do notifications work for the Conversations tool in Procore?
- How do permissions work for Analytics 2.0?
- How do permissions work for free Procore accounts?
- How do permissions work for the Conversations tool?
- How do permissions work in the Document Management tool?
- How do the Change Events tool's column display settings work?
- How does data entry differ between defect items created with manual input and defect items created with Quick Capture?
- How does hh2 connect to the Sage 300 CRE server?
- How does Procore Analytics store dates?
- How does Procore assign numbers to RFIs?
- How does Procore automatically complete amounts on an owner progress claim? (Beta)
- How does Procore automatically complete amounts on an upstream progress claim? (Legacy)
- How does Procore calculate a progress claim's 'Current Payment Due' amount?
- How does Procore calculate the Over/Under value in Change Events?
- How does Procore decide which document version is the latest in the Document Management tool?
- How does someone become a 'Follower' of a conversation in Procore?
- How does the 'Actuals By Date' filter work on a budget view?
- What is the Budget Forecast Report?
- How does the hh2 synchronization client connect Procore to Sage 100 Contractor?
- How does the hh2 synchronization client transmit data?
- How does the Integration by Ryvit connect Procore with Viewpoint® Vista™?
- How does the Office 365 integration in Procore's Documents Tool work?
- How does the Defect List Workflow affect my existing defect list items?
- How does the Transport Layer Security v1.2 requirement impact users?
- How does the X.509 certificate upgrade impact users?
- How is security handled with third-party applications?
- How long does it take to extract data from Procore?
- How often can I sync data between Procore and Viewpoint® Spectrum®?
- How often can I sync data between Sage 100 Contractor and Procore?
- How often can I sync data between Sage 300 CRE and Procore?
- How often can I sync data using the Integration by Ryvit?
- How do I select which Viewpoint® Spectrum® jobs appear in the Select a Job Template list of the ERP Integrations tool?
- How do I resolve the "A commitment with code already exists" Error when Exporting to ERP
- How do I resolve the "This export cannot be completed because the number of line items in QuickBooks does not match up with the number in Procore" error when exporting to ERP?
- How do I resolve a "The Import operation took longer than the set timeout" error when exporting to ERP?
- How Do I Resolve the "There was an error adding, modifying or deleting XXXXXX-XXXXXXXXXXX because it is already in use." Error when Exporting to ERP
- How will configured fieldsets affect my existing projects?
- How will I know when my progress claim or variation is approved or rejected in Portfolio Financials?
- How will my previous Timecard entries work with Timesheets?
- I thought I added a user, but now I can't find that person. What happened?
- If a user doesn’t have permissions to view a specific correspondence type, can they see that correspondence type in their Project Overview dashboard?
- Inspection Requirements: General FAQ
- Is there a minimum passing score for Procore Certification quizzes?
- Is there a way to bulk replace an approver, submitter or reviewer on a project's submittals?
- Is there a way to see all the open items in Procore assigned to me?
- The 'plug' icon was removed, how do I navigate to the Marketplace?
- Should I enable the Specifications tool on my project?
- Should I integrate my Microsoft Project Program in Procore's web application or Procore Drive?
- Should I update my Budget View to add RFQ values to the budget?
- Why can't I register in to Procore?
- What's the difference between a job, a parent job and a sub job?
- What activity metrics can I see for companies listed on the Procore Construction Network?
- What additional user permissions are required to access reportable data with enhanced reporting?
- What are App Configurations and how do I work with them?
- What are Approvals in Portfolio Financials?
- What are 'Available Regions' on Marketplace Apps?
- What are best practices for using multiple (phased) budget uploads?
- What are configurable fieldsets and which Procore tools support them?
- What are Cost Allocations and Components in Portfolio Financials?
- What are 'cost types' and how does our ERP integration support them?
- What are custom fields and which Procore tools support them?
- What are custom project roles?
- What are custom sections and which Procore tools support them?
- What are Drawing Areas?
- What are dynamic approver due dates?
- What are meeting minutes?
- What are Milestone Dependencies in Portfolio Financials and how do I set them?
- What are multi-tiered locations?
- What are permissions in Procore and how do they work?
- What are Procore's default change types and change reasons?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are Procore's Product Categories?
- What are Procore's standard budget views?
- What are 'production quantities'?
- What are "related items" in Procore?
- What are role-based permissions?
- What are segments and segment items?
- What are some best practices for Reporting in Portfolio Financials and Capital Planning?
- What are some examples of reports I can generate in Portfolio Financials and Capital Planning?
- What are specifications?
- What are Super Private correspondence types?
- What are the blue icons in my drawings register?
- What are the budget warning banner changes?
- What are the column header updates in the import templates?
- What are the data points available for custom reports in Portfolio Financials and Capital Planning?
- What are the data points for Capital Plans in Portfolio Financials and Capital Planning?
- What are the default action plan verification methods?
- What are the default columns in the Contracts tab of the Commitments tool?
- What are the default columns in the Head Contracts tool?
- What are the default commitment statuses in Procore?
- What are the default fieldset configurations for Procore's 'Addendum' template correspondence type?
- What are the default fieldset configurations for Procore's 'Bulletin' template correspondence type?
- What are the default fieldset configurations for Procore's 'Change Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Client Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Constraints' template correspondence type?
- What are the default fieldset configurations for Procore's 'Early Warning Notice' template correspondence type?
- What are the default fieldset configurations for Procore's 'Extension of Time' template correspondence type?
- What are the default fieldset configurations for Procore's 'General Correspondence' template correspondence type?
- What are the default fieldset configurations for Procore's 'Lessons Learned' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters of Intent' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters' template correspondence type?
- What are the default fieldset configurations for Procore's 'Material Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Mitigation Plan' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice of Delay' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice to Proceed' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notification of Backcharge' template correspondence type?
- What are the default fieldset configurations for Procore's 'Permit Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Project Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Risk Identification' template correspondence type?
- What are the default fieldset configurations for Procore's 'Site Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's template correspondence types?
- What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?
- What are the default observation types used for?
- What are the default permission levels in Procore?
- What are the default project permissions templates in Procore?
- What are the default project stages in Procore?
- What are the default 'Scope' options for change events in Procore?
- What are the default statuses for change events in Procore?
- What are the default statuses for variations in Procore?
- What are the default statuses for insurance in Procore?
- What are the default statuses for Procore progress claims?
- What are the default statuses for Daywork Sheets?
- What are the default submittal responses in Procore?
- What are the default submittal statuses in Procore?
- What are the differences between Procore's time modules?
- What are the different variation tier settings in Project Financials?
- What are the different fields in the Document Management tool?
- What are the different permission levels for team members in Portfolio Financials?
- What are the different RFQ statuses and how do they affect cost and variation amounts?
- What are the different roles Associated With Workflows?
- What are the different types of progress claims in Procore?
- What are the different types of steps in a workflow?
- What are the different 'user roles' in Procore Estimating?
- What are the DocuSign® fields and can I customise them?
- What are the financial line items in custom reports?
- What are the requirements for importing SOV Line Items from CSV?
- What are the threshold values for the Portfolio tool's Health Dashboard?
- What are the Timesheets tool's default statuses for time entries?
- What are the user roles in the Submittals tool?
- What are Touch Commands?
- What are Uncategorized Progress Claims in Portfolio Financials?
- What changes when companies upgrade to paid accounts?
- What custom segments should we create for our company's Work Breakdown Structure?
- What data can Procore automatically populate when uploading files to the Document Management tool?
- What data is synced between Procore and Sage 100 Contractor?
- What data is synced between Sage 300 CRE® and Procore?
- What data is synced with the Integration by Ryvit connector?
- What do tenderers see when they are in the Tender Room?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- What do I need to know about Workforce Planning's authentication update?
- What do the arrows mean on the Project Comparison tab of Portfolio Financials and Capital Planning?
- What do the dates in the project's Admin tool mean?
- What do the different DocuSign® banners in Procore mean?
- What do the different statuses mean on Procore's feedback forum?
- What do the ERP icons mean?
- What do the defect item colour codes on a drawing mean?
- What do we need to consider before allowing downstream collaborators to submit progress claims in Procore?
- What does each column in the 'Submittals Register' represent?
- What does each permission level mean?
- What does 'Hide Tendering Info' mean for someone on the Tender Room Team?
- What does it mean when my DocuSign account is 'synced' with my Procore account and how do I sync it?
- What does the "Search" box in the Photos tool search for?
- What email notifications are sent for Approval Workflows in Portfolio Financials?
- What emails are sent during the tendering process in Portfolio Financials?
- What encryption standard does Procore use to protect user data?
- What field types are available for Custom Fields in Procore Tools?
- What fields are in an estimate and how are they calculated?
- What fields are searched in the Directory tool?
- What fieldset configurations are recommended for configurable fieldsets?
- What file types and formats are supported in the Unified Attachment Viewer?
- What file types are supported for the 3D model viewer in the Documents tool?
- What file types does the Forms tool support?
- What gets copied over to a new project from a project template?
- What granular permissions are available for Commitments Workflows?
- What granular permissions are available for Document Management Workflows?
- What granular permissions are available for the Company level Directory tool?
- What granular permissions are available for the company's Tender Board tool?
- What granular permissions are available for the company's Workforce Planning tool?
- What granular permissions are available for the Project level Admin tool?
- What granular permissions are available for the Project level Directory tool?
- What granular permissions are available for the Project level Documents tool?
- What granular permissions are available for the Project level Inspections tool?
- What granular permissions are available for the Project level Program tool?
- What granular permissions are available for the Project level Timesheets tool?
- What granular permissions are available for the project's Action Plans tool?
- What granular permissions are available for the project's Tendering tool?
- What granular permissions are available for the project's Budget tool?
- What granular permissions are available for the project's Variations tool?
- What granular permissions are available for the project's Client Contracts tool?
- What granular permissions are available for the project's Commitments tool?
- What granular permissions are available for the project's Correspondence tool?
- What granular permissions are available for the project's Site Diary tool?
- What granular permissions are available for the project's Direct Costs tool?
- What granular permissions are available for the project's Drawings tool?
- What granular permissions are available for the project's Funding tool?
- What granular permissions are available for the project's Meetings tool?
- What granular permissions are available for the project's Observations tool?
- What granular permissions are available for the project's Photos tool?
- What granular permissions are available for the project's Head Contracts tool?
- What granular permissions are available for the project's Defect List tool?
- What granular permissions are available for the project's RFIs tool?
- What granular permissions are available for the project's Submittals tool?
- What granular permissions are available for the project's Transmittals tool?
- What happens if I have duplicate company records in Procore's Company Directory?
- What happens to existing submittals when 'Dynamic Approver Due Dates' is enabled?
- What happens when companies and users are added from the Procore Construction Network to the Company Directory?
- What happens when I share a report with another Procore user?
- What happens when I update a project to the new tender management experience?
- What happens when 'Restrict Non-draft edits to Contracts and Variations' and 'Enable Always Editable Schedule of Values' are both enabled?
- What if my spec sections or divisions start in the middle of a page?
- What information is searchable using Procore Search?
- What is a budget code in Procore's WBS?
- What is a budget code structure in Procore's WBS?
- What is a change event?
- What is a variation?
- What is a Collection in the Document Management tool?
- What is a company admin?
- What is a 'Completed Action Plan Receiver'?
- What is a construction project's program?
- What is a 'contact' in Procore and which project tools support the concept?
- What is a site diary?
- What is an downstream collaborator?
- What is a 'Draft' RFI?
- What is a 'Draft' submittal?
- What is a Drawing Set?
- What is a fillable PDF?
- What is a naming standard in the Document Management tool?
- What is a partial budget line item?
- What is a permissions template?
- What is a 'Plan Manager' in an action plan?
- What is a 'private' timecard and which timecards can be set to private?
- What is a project administrator?
- What is a Project Template?
- What is a defect list?
- What is a 'sensitive field' in Workforce Planning?
- What is a Service Account?
- What is an 'Instruction' or 'Site Instruction'?
- What is a specification set?
- What is a Subcontractor Schedule of Values?
- What is a submittal?
- What is a submittal package?
- What is a submittal revision?
- What is a Test Project?
- What is a Daywork Sheet?
- What is a Training Centre?
- What is a transmittal in Procore?
- What is a Workforce Allocation Type?
- What is an 'Action Plan Approver'?
- What is an advanced search symbol in Procore?
- What is an assignable permissions template?
- What is an assignment alert in Workforce Planning?
- What is an example use case for Project Comparison in Portfolio Financials and Capital Planning?
- What is an incident?
- What is a progress claim administrator?
- What is an progress claim contact?
- What is an RFI?
- What is an upstream collaborator?
- What is App Management?
- What is Asta Powerproject and how does it integrate with Procore?
- What is blind tendering?
- What is 'Blocking Functionality' in an action plan?
- What is Bluebeam Studio?
- What is Capital Planning?
- What is data syncing for Workforce Planning?
- What is a Developer Managed Service Account?
- What is in the emails sent from Procore?
- What is maintenance?
- What is phishing?
- What is Portfolio Financials?
- What is Primavera P6 and how does it integrate with Procore?
- What is Procore BIM?
- What is Procore Community?
- What is Procore's availability?
- What is Procore's data backup strategy?
- What is Procore's Recycle Bin?
- What is Procore's unavailability?
- What is Project Cost Reporting in Portfolio Financials?
- What is Single Sign-On (SSO)?
- What is sliding scale retention?
- What is the accounting approver role?
- What is the 'Adjustments' section on a tender form in the Tender Room?
- What is the Tender Room in Portfolio Financials?
- What is the 'Budget ROM' column in Procore's Budget tool?
- What is the 'Code' field on the project creation page?
- What is the construction tendering process?
- What is the Contract Room in Portfolio Financials?
- What is the Correspondence tool?
- What is the Date Notified field in my Defect List?
- What is the default behaviour for playing certification videos on certain browsers?
- What is the difference between 'Baseline' and 'Forecast or Actual' dates for milestones in Portfolio Financials?
- What is the difference between a budget code and a task code?
- What is the difference between a catalog, category and item in the Cost Catalogue for Estimating?
- What is the difference between a claimed and unclaimed business on the Procore Construction Network?
- What is the difference between a default and custom segment in Procore's WBS?
- What is the difference between a distribution group and distribution list in Procore?
- What is the difference between a flat and tiered segment in Procore's WBS?
- What is the difference between a labour productivity budget view and field production report?
- What is the difference between a submitter and approver in submittals?
- What is the difference between accepting a Procore Invitation and creating a Free Procore Company Account?
- What is the difference between fieldsets and configurable fieldsets?
- What is the difference between 'Field Productivity' and 'Workforce Management'?
- What is the difference between horizontal and vertical financial markup?
- What is the difference between personal and published drawing markups?
- What is the difference between raster and vector content in PDFs?
- What is the difference between SP- and IdP-Initiated SSO?
- What is the difference between the 'Documents' and 'Document Management' tools in Procore?
- What is the difference between viewing Procore Analytics reports in the embedded app and in the Power BI service?
- What is the difference between the old and new tender management experience in the Tendering tool?
- What is the 'Enable Always Editable Bill of Quantities' setting?
- What is the "File Rename Information" file included with my extracted project data?
- What is the Workforce Planning/LaborChart App?
- What is the maximum character length for a commitment's 'Title'?
- What is the maximum character length for a commitment's 'Number (#)'?
- What is the maximum character length for a 'Company Name' in the Directory tool?
- What is the Monthly Sandbox Environment?
- What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
- What is the Procore Analytics Risk Report?
- What is the Procore Construction Network?
- What is a Procore plugin and what is it used for?
- What is the Project Page in Portfolio Financials and Capital Planning?
- What is the Project Team in Portfolio Financials and what are the varying permission levels?
- What is the Defect List Workflow?
- What is the 'resource bench' in Workforce Planning?
- What is the RFI Manager role?
- What is the 'Programs' folder in the Documents tool and why can't I delete it?
- What is the Security and Trust Self-Certified Badge on an app in Procore's App Marketplace?
- What is the 'Send to Accounts Payable' feature in Portfolio Financials?
- What is the 'Submittal Manager' role?
- What is the unpublished status on drawings?
- What is the Workforce Planning/LaborChart Web Application?
- What is Work Breakdown Structure (WBS)?
- What items can be added to a message in the Conversations tool?
- What languages are available in Procore?
- What languages can be automatically translated in the Conversations tool?
- What makes a company appear higher in search results for the Procore Construction Network?
- What messages and alerts can people respond to in Workforce Planning?
- What options are available for the Gantt chart view in the Project level Program tool?
- What options do I have for numbering RFIs in Procore?
- What people information is synced between Workforce Planning and the Procore Company Directory?
- What permissions do tenderers need in order to be invited to tender and submit a tender?
- What permissions do I need to add users to a Procore project?
- What project information is synced between Workforce Planning and Procore Projects?
- What report templates are available in the Reports tools?
- What settings are available for project tools in Procore?
- What should I do if a model is too large to view in Procore's web application?
- What should I do if I forgot my password for Portfolio Financials?
- What should I do if my model file is too large to process in the Documents tool?
- What should I know about Approval Workflows in Portfolio Financials?
- What should I know about tendering in Portfolio Financials?
- What should I know about variations in Portfolio Financials?
- What should I know about claiming a business on the Procore Construction Network?
- What should I know about invoicing in Portfolio Financials?
- What should I know about the Contract Room in Portfolio Financials?
- What source columns are available in custom budget views?
- What standard trades are available in Procore?
- What do I need to know about the Vapid API deprecation?
- What tool names and terms are different in Procore for head contractors, owners and speciality contractors?
- What tools can you use on mobile for inactive projects?
- What type of device is recommended for viewing models in the Models tool?
- What type of mobile device should I use for Procore?
- What types of correspondences can be created with the Correspondence tool?
- What values pull into a variation SOV from a change event?
- What's the difference between adding an assignee to a RFI and forwarding an RFI for review?
- What's the difference between Procore's user import and vendor/company import templates?
- What’s the difference between sequential and parallel approval in the submittal workflow?
- What email notifications are sent from workflows?
- When does an action plan shift to 'Edit' or 'View' mode?
- When does my user session expire on Procore's Support site?
- When does Procore send email notifications to progress claim contacts?
- When does the RFIs tool send email notifications?
- When does the Submittals tool send email notifications to Procore users?
- When does the Tasks tool send email notifications?
- When is a submittal attachment labelled as 'Current' in the 'Submittal Workflow' table?
- When updating the Work Register section, why can't I see any names in my resource list?
- When will I receive emails about the project I'm tendering on in Portfolio Financials?
- Where and how does Procore store customer information?
- Where can I find the email address to send daily registers, photos, documents and emails to Procore?
- Where can I sign up for free public trainings?
- Where did Quality and Safety go in Procore?
- Where did the numbered templates on the Timesheets and My Time tool Fieldsets come from?
- Where do I put my tender documents in Procore?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?
- Where is the Procore Certification course that I'm looking for?
- Which Asta Powerproject file formats are supported by Procore?
- Which budget views should I add to my Procore projects?
- Which calculation method should I choose when using the Forecast to Complete feature?
- Which cost code formats are supported by my ERP Integration?
- Which data columns are in a Field Production Report?
- Which data columns can I add to a custom Submittals report?
- Which domains do we add to our network's 'Allowed List' to ensure access to Procore?
- Which emails are affected by the updated inbound email communication settings in Procore?
- Which fields can Procore automatically populate when uploading drawings?
- Which fields can Procore automatically populate when uploading specifications?
- Which fields in the Action Plans tool can be configured as required, optional or hidden?
- Which fields in the Change Events tool can be configured as required, optional or hidden?
- Which fields in the Commitments tool can be configured as required, optional or hidden?
- Which fields in the Co-ordination Issues tool can be configured as required, optional or hidden?
- Which fields in the Correspondence tool can be configured as required, optional or hidden?
- Which fields in the Site Diary tool can be configured as required, optional or hidden?
- Which fields in the Directory tool can be configured as required, optional or hidden?
- Which fields in the Documents tool can be configured as required, optional or hidden?
- Which fields in the Drawings tool can be configured as required, optional or hidden?
- Which fields in the Incidents tool can be configured as required, optional or hidden?
- Which fields in the Inspections tool can be configured as required, optional or hidden?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional or hidden?
- Which fields in the My Time tool can be configured as required, optional or hidden?
- Which fields in the Observations tool can be configured as required, optional or hidden?
- Which fields in the Head Contracts tool can be configured as required, optional or hidden?
- Which fields in the Defect List tool can be configured as required, optional or hidden?
- Which fields in the RFIs tool can be configured as required, optional or hidden?
- Which fields in the Specifications tool can be configured as required, optional or hidden?
- Which fields in the Submittals tool can be configured as required, optional or hidden?
- Which fields in the Timesheets tool can be configured as required, optional or hidden?
- Which fields in the Daywork Sheets tool can be configured as required, optional or hidden?
- Which fields on the create or update project page can be configured as required, optional or hidden?
- Which file formats are supported when exporting a project's submittals?
- Which filters are supported in the Portfolio tool's views?
- Which filters can I apply to the Change Events tool?
- Which Groundbreak 2021 Sessions Qualified for CE credit?
- Which insurance fields in a Procore company sync with Sage 300 CRE vendors?
- Which integrated ERP systems support the 'cost type' concept?
- Which integrated ERP systems support the 'Sub Job' concept?
- Which logos appear on PDF exports in Procore?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which head contract and HCV fields are synced with Procore and Viewpoint Spectrum?
- Which Procore platforms support Azure AD (Entra ID) SSO?
- Which Procore project tools support the DocuSign® integration?
- Which Procore project tools update data in the Field Production Report?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools can I use to create a change event?
- Which Procore tools let me view digital image attachments in a map view?
- Which Procore tools support 'Classifications'?
- Which Procore tools support granular permissions?
- Which Procore tools support Work Breakdown Structure?
- Which Procore tools support Workflows?
- Which project tools support Conversations?
- Which setting do I enable in QuickBooks® to export progress claims with the ERP Integrations tool?
- Which settings are available in Procore?
- Which SSO identity providers are supported by Procore?
- Which tools can I extract project data from using the Procore Extracts application?
- Which tools currently support the Bookmarks feature on the Procore mobile app?
- Which units of measure are included on Procore's master list?
- Which versions of Microsoft Project does Procore support?
- Which weather providers are supported by Procore?
- Which web browsers are supported by Procore?
- Who can be designated as an 'Assignee' on an RFI?
- Who can I assign a task to?
- Who can see private Action Plans?
- Who can see users listed in a Project Directory?
- Who can view a 'Draft' RFI?
- Who can view tenders within a free Procore account?
- Who gets notifications from observations?
- Who receives a notification for updates in the Drawings tool?
- Who receives a notification when an item is rejected from ERP?
- Who receives an email when a submittal is created or updated?
- Who receives correspondence item emails and push notifications?
- Who receives emails about coordination issues?
- Who receives notification emails when a vendor's insurance expires?
- Who receives notifications about project connections?
- Why am I getting an error when downloading Procore Drive?
- Why am I getting the error "Missing authentication cookie" when viewing certification lessons?
- Why am I having problems playing training videos?
- Why am I not receiving emails from Portfolio Financials and Capital Planning?
- Why am I not seeing all of my projects in the Conversations tool?
- Why am I not seeing all of my viewpoints in the viewpoints import tool?
- Why am I not seeing my issues after I associate the file to my project?
- Why am I receiving an error message in the Procore Imports app?
- Why am I receiving emails from Procore?
- Why am I receiving Procore emails at night?
- Why am I receiving the error 'No user found with the given email address' when logging in with SSO?
- Why am I unable to download and open a .ZIP file from Procore?
- Why am I unable to register in to the Procore Certification site?
- Why am I unable to assign users to a RFQ?
- Why are automatic drawing sheet links missing?
- Why are my variation line items duplicated on my subcontractor progress claim?
- Why are my courses not showing up in my Procore Certification profile?
- Why are my drawing comparisons failing?
- Why are my drawing uploads failing?
- Why are my file uploads failing?
- Why are my specification uploads failing?
- Why are my training courses missing?
- Why are recent changes to my Sage database missing in Procore?
- Why are some of my sub folders in my [Tender Documents] folder not showing up when my tenderers download them?
- Why are the weather conditions not showing on my Site Diary weather register?
- Why are viewpoints being created after I use the markup tools?
- Why aren't my grids aligned in the Models tool?
- Why can I access the Head Contracts tool if I can't view the head contract?
- Why can I view the Commitments tool but cannot see any commitments?
- Why can't I add Procore tools to my Favourites list?
- Why can't I change the weather delay or any of the boxes on that row?
- Why can't I create a variation?
- Why can't I create a follow-up meeting in the Meetings tool?
- Why can't I create or activate Procore projects?
- Why can't I create WBS custom segments?
- Why can’t I deactivate a Cost Type, Cost Code or Sub Job in WBS?
- Why can't I delete certain saved views in the Document Management tool?
- Why can't I delete items in Procore?
- Why can't I edit or delete an 'Approved' variation?
- Why can't I expand the 'Awarded Value' row in Portfolio Financials and Capital Planning?
- Why can't I export an item from Portfolio Financials and Capital Planning?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I register in to Portfolio Financials and Capital Planning?
- Why can't I receive email from Procore?
- Why can't I see all of my Favourite tools on a project?
- Why can't I see one of my users in Certification Analytics?
- Why can't I see the Accept/Reject options in the ERP Integrations tool?
- Why can't I see the Tender Room in Portfolio Financials?
- Why can't I see the Contract Room in Portfolio Financials?
- Why can't I see the Favourites tab in My Profile Settings?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- Why can't I turn off certain document 'Types' for the Document Management tool?
- Why can't I turn OFF the 'Action Required' emails sent from the Submittals tool?
- Why can't I update my Procore App? (iOS)
- Why can’t I use the cloud redline tool in Navisworks®?
- Why can't my team member see a project in Portfolio Financials and Capital Planning?
- Why can't my vendor access the Tender Room in Portfolio Financials?
- Why did Procore switch from procoretech.com to app.procore.com?
- Why didn't I receive an email notification from a submittal?
- Why do I need to register in to Procore's Support site?
- Why do I not have permission to view this web page?
- Why do I see an error when trying to export data to Sage 300 CRE?
- Why do I see people in Workforce Planning, but not Procore?
- Why do some of our project's RFI numbers have two prefixes?
- Why does Procore stop supporting older versions of iOS and Android?
- Why don't I have permission to view the Workforce Planning tool?
- What does beta mean?
- Why is it valuable to have 'Procore' as an endorsable skill on my LinkedIn profile?
- Why is my tender package missing from the Planroom?
- Why is my Certification Analytics page blank?
- Why is the Financial Health section of the Health Dashboard not configured?
- Why is my form template not loading?
- Why is the 'My Open Items' list not showing tasks that have been assigned to me?
- Why is my Procore Certified Certificate missing?
- Why is my Procore project missing from the ERP Integrations tool?
- Why is my Sage 300 CRE data not syncing?
- Why is the Add Visual button unavailable on my custom report?
- Why is the delete button dimmed and not available in the Program tool of Procore Drive?
- Why is the percentage complete less than 100% for a Procore Certification course?
- Why is the Procore Drive desktop shortcut not working?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why isn't my model showing when viewing models in Procore?
- Why isn't my project weather working?
- Why isn't the 'Job to Date Costs' column in the budget matching our subcontractor progress claim amounts?
- Why isn't the project's budget view reflecting labour costs and production quantities from timecard entries?
- Why was the "Procore Fundamentals" training course deprecated?
- Why were the "Deep-Dive Training" courses deprecated?
- Why were the Tool Configuration, User Usage, and Data Quality report pages moved?
- Why won't the Workforce Planning tool load?
- Why would the file size of a model increase in Procore?
- Will dates from a Tender Room be added to the project's milestones in Portfolio Financials?
- Will Procore convert my non-fillable PDF to a fillable PDF?
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