Library of Hybrid Tutorials

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IMPORTANT! The following pages already include the appropriate content reuse code snippets. If you want to create a hybrid tutorial for one of the tasks below, it's recommended that you copy the page from this list instead of from the Procore User Guide because it already includes the content reuse code snippets.

Procore Tool Shortcuts:

Core

Project Management

Financial Management

Workforce Management

Preconstruction

RFIs
Submittals
Instructions
Transmittals
Inspections
Incidents
Observations
Punch List
Meetings
Schedule
Daily Log
Photos
Drawings
Specifications
Forms
Emails

Prime Contracts
Budget
Direct Costs
Commitments
Change Orders
Change Events
Invoicing

Timesheets

Bidding

Portfolio Financials

List of Hybrid Tutorials by Procore Tool:

Home	About the Project Home Page (ACME) Add the Project Team to the Project Home Page (ACME) Configure Advanced Settings: Project Home (ACME) Configure the Project Team on the Project Home Page (ACME) Set Up a Persistent Project Message for the Project Home Page (ACME)
Reports	Create a Custom Project Report (ACME) Create Custom Portfolio Reports (ACME) Distribute a Snapshot of a Custom Project Report (ACME) Reports Workflow (ACME) View Budget Reports (ACME) View Project Reports (ACME)
Documents	Add a Related Item to a File (ACME) Change Permission Settings on a Folder/File (ACME) Check In/Out a File (ACME) Create a Folder (ACME) Create a Standard Folder Structure (ACME) Configure Advanced Settings: Project Documents (ACME) Download Files and Folders (ACME) Download Files from Procore Drive (ACME) Download Folders from Procore Drive (ACME) Drag and Drop Files into Procore's Documents Tool (iOS)(ACME) Email Files and Folders from the Project's Documents Tool (ACME) Export Documents as a PDF or CSV (ACME) Manage File and Folder Tracking in the Project Documents Tool (ACME) Move Files and Folders (ACME)
Directory	Add a Company to the Company Directory (ACME) Add a Company to the Project Directory (ACME) Add a Distribution Group to the Company Directory (ACME) Add a Distribution Group to the Project Directory (ACME) Add a Person to the Company Directory (ACME) Add a Person to the Project Directory (ACME) Add a Person to the Project Level Directory (iOS)(ACME) Add a Phone Calls Entry from the Directory (iOS) (ACME) Add a User Account to the Project Directory (ACME) Add Insurance for a Vendor in the Project Directory (ACME) Assign a Permission Template to a Project User (ACME) Assign a Permission Template to a User in the Company Directory (ACME) Bulk Add People and Companies to a Project from the Company Directory (ACME) Change a User's Permissions (ACME) Edit a Company or Person in the Project Directory (ACME) Edit a User Account in the Project Directory (ACME) Set up a Project Directory (ACME)
Admin	Add or Edit General Project Information (ACME) Add and Remove Project Tools (ACME) Add a Procore Project to Sage 300 CRE® Add a Procore Project to Sage 300 CRE® (ACME) Add Sage 300 CRE Standard Cost Codes to a Project (ACME) Add Segment Items to a Project (ACME) Add Tiered Locations to a Project (ACME) Change a Project's Stage of Construction (ACME) Change a Project's Status to Active or Inactive (ACME) Change the Project Address (ACME) Configure Administrative Settings (ACME) Configure Advanced Settings: Company Admin (ACME) Configure Company Webhooks (ACME Configure Single Sign On in the Company Admin Tool (ACME) Create a New Project (ACME) Edit Segment Items on a Project (ACME) Extract Project Information (ACME) Manage Time Tracking Settings (ACME) Rearrange the Project Tools Menu (ACME)
Permissions	Create a Permission Template (ACME) Edit a Permission Template (ACME) Manage Permission Templates (ACME)

Tasks	Add a Task (ACME) Add a Task (iOS)(ACME) Best Practices for Using the Tasks Tool (ACME) Configure Advanced Settings: Tasks (ACME)
Emails	Create an Email (ACME) Send An Email Into Procore (ACME) Send An Inbound Email to the Project's Emails Tool (ACME)
RFI	Add Assignees to an RFI as an Assignee on an RFI (ACME) Add a Related Item to an RFI (ACME) Add a Response to an RFI as an Assignee (ACME) Choose an "Official Response" for an RFI (ACME) Close an RFI (ACME) Configure Settings: RFIs (ACME) Create a Potential Change Order from an RFI (ACME) Create and View an RFI Report (ACME) Create an RFI (ACME) Create an RFI (iOS) (ACME) Create an RFI Video (ACME) Create a Change Event from an RFI (iOS)(ACME) Create a Change Event from a RFI (ACME) Create a Potential Change Order from an RFI (ACME) Create RFIs on a Drawing (iOS) (ACME) Designate the Default RFI Manager for a Project's RFIs (ACME) Edit an RFI (ACME) Edit an RFI (iOS)(ACME) Email an RFI (iOS)(ACME) Email Forward an RFI (ACME) Reply to an RFI (ACME) Respond to an RFI (iOS)(ACME) RFI Workflow (ACME) Shift the Ball In Court on an RFI (ACME) Which fields in the RFIs tool can be configured as required, optional, or hidden? (ACME)
Submittals	Add a Submitter and Approvers to the Submittal Workflow (ACME) Add Related Items to a Submittal (ACME) Apply a Submittal Workflow Template to a Submittal (ACME) Bulk Edit Submittals in a Package (ACME) Close a Submittal (ACME) Configure Advanced Settings: Submittals Tool (ACME) Create a Custom Submittals Report (ACME) Create a Submittal (ACME) Create a Submittal Package (ACME) Create a Submittal Revision (ACME) Customize the Column Display in the Submittals Tool (ACME) Designate the 'Default Submittal Manager' for the Submittals Tool (ACME) Distribute a Submittal (ACME) Edit a Submittal (ACME) Email Submittals (iOS)(ACME) Forward a Submittal for Review (ACME) Generate Submittals from Specifications (Submittal Builder) (ACME) Manage Submittal Workflow Templates (ACME) Mass Review Submittals in a Package (ACME) Perform Bulk Actions on Submittals (ACME) Request a Submittals Import (ACME) Resize the Column Width in the Submittals Log (ACME) Respond to a Submittal as an Approver (ACME) Search for and Filter Submittals (ACME) Submittal Life Cycle Videos (ACME) Submittal Workflow (ACME) Upload and Submit a Submittal (ACME) Use Bulk Actions > Apply Workflow in the Submittals Tool (ACME) Use Bulk Actions > Delete in the Submittals Tool (ACME) Use Bulk Actions > Edit in the Submittals Tool (ACME) Use Bulk Actions > Retrieve in the Submittals Tool (ACME) View a Submittal (ACME) View a Submittal (iOS)(ACME)
Instructions	Create and Issue a Site Instruction (ACME)
Transmittal	Add a Related Item to a Transmittal (ACME) Add Items to a Transmittal (ACME) Configure Advanced Settings: Transmittals (ACME) Create a Transmittal (ACME) View a Transmittal (ACME)

Inspections	Add Company Level Inspection Templates to Your Project (ACME Configure Advanced Settings: Project Level Inspections (ACME) Create an Inspection (iOS)(ACME) Create an Inspection IOS (Acme) Create an Observation from an Inspection (ACME) Create a Project Level Inspection (ACME) Create a Project Level Inspection Template (ACME) Edit an Inspection iOS (ACME) Email Inspections (iOS) (ACME) Inspections Workflow (ACME) Perform an Inspection (ACME) Perform an Inspection (iOS) (ACME) Perform Inspections - Video (ACME) View Project Level Inspections (ACME)
Incidents	Create an Incident (ACME)
Observations	Close an Observation (ACME) Create an Observation (ACME) Create an Observation (iOS) (ACME) Create an Observation from an Inspection (ACME) Create a Change Event from an Observation (ACME) Create a Project Level Observation Template (ACME) Reject an Observation (ACME) Respond to an Observation (ACME) Respond to an Observation (iOS) (ACME) View an Observation (ACME)
Punch List	Add a Photo to a Punch List Item (iOS) (ACME) Add Punch List Items to a Drawing (ACME) Close a Punch List Item (ACME) Configure Advanced Settings: Punch List Create a Punch List Item (ACME) Create Punch List Items on Mobile Video (ACME) Edit a Punch List Item (ACME) Email Punch List Items (ACME) Punch List Workflow (ACME) Respond to a Punch List Item (ACME)
Meetings	Add a Meeting Category (ACME) Add Meeting Minutes (ACME) Configure Advanced Settings: Meetings (ACME) Convert a Meeting from Agenda to Minutes Mode (ACME) Create a Company Level Meeting Template (ACME) Create a Follow-up Meeting (ACME) Create a Meeting (ACME) Create a Meeting from a Template (ACME) Create Meetings - Video (ACME) Distribute and Redistribute Meeting Minutes (ACME) Distribute a Meeting Agenda (ACME) Export a Meeting as a PDF (ACME) Record the Meeting Attendance (ACME) Reorder Meeting Categories and Items (ACME) Search for a Meeting (ACME) View a Meeting (ACME)
Schedule	Configure Advanced Settings: Project Schedule (ACME) Integrate a Microsoft Project Schedule using Procore Drive (ACME) Request a Schedule Change (ACME) Update a Microsoft Project Schedule in Procore Drive (ACME) Update a Project Schedule File (ACME) Upload a Project Schedule File to Procore's Web Application (ACME) View a Project Schedule (ACME) View Schedule Changes Report (ACME)
Daily Log	Add a Daily Log Item (ACME) Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool (ACME) Add a Site Diary Entry (iOS) (ACME) Add Daily Log Entries (iOS) (ACME) Approve Daily Log Entries (ACME) Complete a Daily Log (ACME) Configure Advanced Settings: Daily Log (ACME) Copy a Daily Log (ACME) Create Accident Log Entries (ACME) Create a Daily Log Item (ACME) Create Daily Construction Report Entries (ACME) Create Delivery Entries (ACME) Create Dumpster Entries (ACME) Create Equipment Entries (ACME) Create Inspection Entries (ACME) Create Inspection Log Entries (ACME) Create Manpower Entries (ACME) Create Note Entries (ACME) Create Observed Weather Condition Entries (ACME) Create Phone Call Entries (ACME) Create Quantity Entries (ACME) Create Safety Violation Entries (ACME) Create Scheduled Work Entries (ACME) Create Visitor Entries (ACME) Daily Log Management - Video (ACME) Daily Log Overview (ACME) Daily Log Workflow - Project Management (ACME) Delete a Daily Log Entry (ACME) Edit a Daily Log Entry (ACME) Email a Daily Log (ACME) Mark a Daily Log as Complete (ACME) Mark a Daily Log as Complete (iOS) (ACME) Upload Photos to the Daily Log (ACME) View a Daily Log (ACME)
Photos	Add a Description to a Photo (ACME) Configure Advanced Settings: Photos (ACME) Create a Photo Album (ACME) Create a Photo Album (iOS) (ACME) Delete a Photo Album (ACME) Download Photos (ACME) Email a Photo (iOS) (ACME) Move Photos (ACME) Photo Album Naming Conventions (ACME) Photo Management Video (ACME) Photo Workflow (ACME) Set Photo Location (ACME) Take and Add Photos to an Album (iOS) (ACME) Upload Photos (ACME) View Photos (ACME)
Drawings	Add Drawing Area (ACME) Add Measurements to a Drawing (ACME) Add Photos to a Drawing (ACME) Add Punch List Items to a Drawing (ACME) Configure Advanced Settings: Drawings (ACME) Create a Drawing Set (ACME) Create RFIs on a Drawing (iOS) (ACME) Download Drawings (ACME) Export the Drawings Log to a PDF or CSV (ACME) How can I improve the accuracy of OCR on my drawings? (ACME) Link Related Items on a Drawing (ACME) Manage Drawing Log (ACME) Mark Up a Drawing (ACME) Publish Drawings (ACME) Publish Personal Drawing Markups (ACME) Review and Confirm Drawings (ACME) Review Drawings (ACME) Subscribe to the Drawings Log (ACME) Upload a Drawing Sketch (ACME) Upload Drawings (ACME) Upload Drawing Revisions (ACME) View Drawings (ACME)
Specifications	Configure Advanced Settings: Specifications (ACME) Edit Spec Sections and Divisions (ACME) Generate Submittals from Specifications (Submittal Builder) (ACME) Manually Create Spec Sections (ACME) Review and Publish Specifications (ACME) Search Contextually Within Specifications (ACME) Upload Specifications (ACME)

Forms	Download a Project Level Form (ACME) Fill out a Form (Android) (ACME) Fill out a Form (iOS) (ACME)
Prime Contract	Add Financial Markup to Prime Contract Change Orders (ACME) Create Schedule of Values (SOV) from the Budget (ACME) Create a Change Order Request (COR) (ACME) Create a Commitment Change Order from a Prime Change Order (ACME) Create a Potential Change Order (PCO)(ACME) Create a Prime Contract Change Order (PCCO) (ACME) Create an Owner Invoice (ACME) Create Prime Contracts (ACME) Edit Advanced Settings Subtab in Prime Contract (ACME) Email a Potential Change Order (PCO) (ACME) Email Prime Contract (ACME) Remove a Potential Change Order or Change Order Request (ACME) Review and Approve/Reject Prime Contract Change Orders (PCCO) (ACME) View the Change History of a Prime Contract (ACME)
Budget	Add a Partial Budget Line Item (ACME) Add GST to a Budget (ACME) Apply the View, Snapshot, Group, and Filter Options on a Budget View (ACME) Configure Advanced Settings: Budget (ACME) Create a Budget Line Item (ACME) Create a Budget Modification (ACME) Create a Budget Snapshot (ACME) Edit a Budget (ACME) Export a Procore Budget to Sage 300 CRE® (ACME) Import a Budget CSV (ACME) Import a Budget from Sage 300 CRE (ACME) Lock a Budget (ACME) Re-import a Budget from Sage 300 CRE (ACME) Reading a Budget (ACME) Set up a Budget (ACME) Set up a New Budget View (ACME) Switch Budget Views (ACME) View a Budget View on a Project (ACME) View Budget Reports (ACME)
Direct Costs	Create a Direct Cost (ACME) Delete a Direct Cost (ACME)
Commitments	Add a Related Item to a Commitment (ACME) Add Financial Markup to Commitment Change Orders (ACME) Approve and Sign a Commitment Contract (ACME) Configure Settings: Commitments (ACME) Create a Commitment (ACME) Create a Commitment Change Order (CCO) (ACME) Create a Commitment Contract with DocuSign (ACME) Create an Invoice on Behalf of a Subcontractor (ACME) Delete a Commitment Synced with Sage 300 CRE (ACME) Edit Advanced Settings Subtab in Commitments (ACME) Edit a Commitment (ACME) Edit a Commitment Synced with Sage 300 CRE (ACME) Email a Commitment (ACME) Enable Retainage on a Commitment (ACME) Export a Commitment to a Microsoft Word File (ACME) Export a Commitment to PDF or DOCX (ACME) Import a Commitment CSV (ACME) Review and Respond to Commitment Change Orders (CCO) (ACME) Send a Commitment to ERP Integrations for Accounting Acceptance (Sage 300) (ACME) Send a Commitment to ERP Integrations for Accounting Acceptance (ACME) Submit an Invoice as a Subcontractor (ACME) View Commitments (ACME)
Change Orders	Edit a Change Order (ACME) Review and Approve/Reject Prime Contract Change Orders (PCCO) (ACME) Review and Respond to Commitment Change Orders (CCO) (ACME) View Change Orders (iOS) (ACME)
Change Events	Add a Change Event Line Item to an Unapproved Commitment (ACME) Add a Change Event Line Item to an Unapproved Commitment CO (ACME) Add a Change Event Line Item to an Unapproved Prime PCO (ACME) Configure Advanced Settings: Change Events (ACME) Create a Budget Modification from a Change Event (ACME) Create a Change Event (ACME) Create a Change Event (iOS) (ACME) Create a Commitment Potential Change Order (CPCO) from a Change Event Create a Prime Contract Change Order (PCCO) from a Change Event (ACME) Create a Prime Potential Change Order (PCO) from a Change Event (ACME) Create a Purchase Order from a Change Event (ACME) Create a Subcontract from a Change Event (ACME) Create RFQs from a Change Event (ACME) Delete a Change Event (ACME) Edit a Change Event (ACME) Export the Change Event List as a PDF or CSV (ACME) Retrieve a Deleted Change Event (ACME) Review RFQ Responses (ACME) View and Filter Change Events (ACME) View Change Events Summary Void a Change Event (ACME)
Invoicing	Create a Payment Application (Pay App) (ACME) Create Invoice Contacts (ACME) Update and Set Up DocuSign on an Owner Invoice (ACME) Update and Set Up DocuSign on a Subcontractor Invoice (ACME)
Timesheets	Create a Timesheet (ACME) Edit a Timesheet (ACME)
Bidding	Award a Winning Bid and Convert it into a Purchase Order (ACME) Award a Winning Bid and Convert it into a Subcontract (ACME) Check the Status of Your Bid (ACME) Configure Advanced Settings: Bidding (ACME) Create a Bidding Report (ACME) Create a Bid Package (ACME) Create a Tender Package (ACME) Download Bid Documents (ACME) Edit a Bid Package (ACME) Edit Project Bidding Configuration (ACME) Indicate your Intention to Bid (ACME) Reinvite Users to Bid (ACME) Respond to Pre-Bid Questions (ACME) Review Submitted Bids (ACME) Search for and Invite Bidders (ACME) Send a New Correspondence in the Bidding Tool (ACME) Submit a Bid (ACME) Submit Pre-Bid Questions (ACME) Update Bid Documents (ACME) Upload Bid Documents (ACME)
Portfolio Financials	Add an Invoice in Portfolio Financials (ACME) Add a Budget to a Project in Portfolio Financials (ACME) Add a Change Order in Portfolio Financials (ACME) Add a Cost Item to the Cost Tracker in Portfolio Financials (ACME) Add a Revision to a Budget in Portfolio Financials (ACME) Add Non-Contract Invoices in Portfolio Financials (ACME) Add or Manage Schedule of Values for a Cost Item in Portfolio Financials (ACME) Add Vendor Team Contacts to the Contract Room in Portfolio Financials (ACME) Apply a Milestone Template to a Project in Portfolio Financials (ACME) Close Out a Project in Portfolio Financials (ACME) Complete Trade Setup Details for a Bid Room in Portfolio Financials (ACME) Create a Bid Form in Portfolio Financials (ACME) Create Custom Portfolio Reports (ACME) Edit an Invoice in Portfolio Financials (ACME) Page Create a Bid Form in Portfolio Financials (ACME)

Procore Tool Shortcuts:

Core

Project Management

Financial Management

Workforce Management

Preconstruction

Portfolio Financials

List of Hybrid Tutorials by Procore Tool:

Home

Reports

Documents

Directory

Admin

Permissions

Tasks

Emails

RFI

Submittals

Instructions

Transmittal

Inspections

Incidents

Observations

Punch List

Meetings

Schedule

Daily Log

Photos

Drawings

Specifications

Forms

Prime Contract

Budget

Direct Costs

Commitments

Change Orders

Change Events

Invoicing

Timesheets

Bidding

Portfolio Financials