Procore Reviews

Procore is a leading construction management software company that offers a cloud-based platform to help construction professionals manage their projects efficiently. Founded in 2003 and headquartered in Carpinteria, California, Procore provides tools for project management, financial management, quality and safety control, and field productivity. The software enables seamless collaboration among all stakeholders, including general contractors, subcontractors, and owners, by offering features such as unlimited users, data storage, and support. Procore serves over 2 million users globally across various sectors in the construction industry.

Using Procore involves several key steps:

1. Sign In: Access your company’s Procore account.
2. Create or Select a Project: Set up new projects or access existing ones.
3. Add Team Members: Invite team members, assign roles, and manage permissions.
4. Manage Documents: Upload and organize construction documents, blueprints, and drawings.
5. Use Modules: Explore features like Project Management (RFIs, Submittals), Financials (Budget, Change Orders), and Field Productivity (Daily Logs).
6. Track Progress: Monitor tasks, budgets, and schedules in real-time.

Procore also offers on-demand training to help you master its features.

If you’re new to Procore, here are some beginner steps to get started:

1. Log In: Access the platform via your company’s Procore account.
2. Set Up Projects: Create a new project by filling in basic details like project name, location, and team members.
3. Manage Documents: Upload plans, drawings, and specifications in the “Documents” tab.
4. Track Tasks: Use the “Daily Log” to track tasks, site conditions, and team activity.
5. Collaborate: Add team members and assign them roles.
6. Explore Modules: Get familiar with Procore’s tools like RFIs, Submittals, and Financials.

Procore also offers free training and certifications to help you get started.

To delete a change event in Procore:

1. Navigate to the Change Events Tool:
   • Log into Procore, select the relevant project, and go to the Change Events tool from the project menu.
2. Locate the Change Event:
   • Find the change event you want to delete by browsing or using the search bar.
3. Open the Change Event:
   • Click on the change event to open its detail page.
4. Delete the Change Event:
   • In the change event details, click the Delete button (usually located near the top right).
   • Confirm the deletion when prompted.

Note: Deleting a change event cannot be undone, and all related items (like potential change orders) will also be affected. Make sure no important data will be lost before confirming.

If the Delete option is not available, you may not have the necessary permissions. Check with your project admin for access.

To add a company in Procore:

1. Go to the Directory Tool:
   • Log into Procore, select the relevant project or company.
   • Click the Directory tool from the menu.
2. Add a New Company:
   • In the Companies tab, click Add Company.
3. Enter Company Information:
   • Fill in details like Company Name, Address, Phone Number, and Website (optional).
   • Select Trades to specify the company’s expertise.
4. Assign Contacts:
   • Choose a Primary Contact from the company or add a new contact by clicking Add Person.
   • You can assign additional contacts if needed.
5. Save:
   • Once you’ve filled in the necessary information, click Create or Save.
6. Assign the Company to Projects (Optional):
   • In the Projects tab, edit the project and add the company under the Companies section.

The company will now be added to your directory and available for project assignments.

To add cost codes in Procore:

1. Navigate to the Company Level Admin Tool:
   • Log into Procore, and from the company’s menu, click on the Admin tool.
2. Go to Cost Codes:
   • In the Admin tool, find the Cost Codes section under Project Settings or Cost Code Management.
3. Add or Import Cost Codes:
   • To manually add a cost code, click Add Cost Code.
   • Enter the Code Number and Description for each new cost code.
   • Alternatively, you can import cost codes from Procore’s Standard Cost Code list or upload a custom list.
4. Save:
   • Once you’ve added or modified the cost codes, click Save.

The cost codes will now be available for use across projects in Procore for tracking and managing expenses.

To link DocuSign to Procore, follow these steps:

Step 1: Ensure Permissions

• Ensure you have the correct permissions in Procore to manage integrations, typically at the admin level.

Step 2: Install the DocuSign Integration

1. Navigate to the App Marketplace:
   • Log into Procore, and click on the App Management tool from the company-level tools.
   • Search for DocuSign in the marketplace.
2. Install the DocuSign Integration:
   • Click Install next to the DocuSign integration and follow the prompts to link Procore with your DocuSign account.

Step 3: Authorize DocuSign Access

1. After installation, open the Project level tool (e.g., Submittals or Commitments) where you want to use DocuSign.
2. Begin a process that requires a signature, such as creating a submittal.
3. In the Signature section, click Send with DocuSign.
4. You’ll be prompted to log into your DocuSign account and authorize Procore to connect.

Step 4: Use DocuSign in Procore

• Once linked, you can now send documents for electronic signatures directly from Procore using DocuSign.

To create a submittal revision in Procore, follow these steps:

1. Navigate to the Submittals Tool:
   • Log into Procore and choose the relevant project.
   • Go to the Submittals tool from the project’s menu on the left.
2. Locate the Submittal:
   • Find the submittal for which you want to create a revision by searching through the list or using filters to narrow down your results.
3. Open the Submittal:
   • Click on the submittal you wish to revise. This will open the submittal’s detail page.
4. Create a New Revision:
   • In the submittal detail page, look for the “Create Revision” button (often located near the top-right corner or in the submittal’s options menu).
   • Click on “Create Revision” to initiate the process.
5. Enter Revision Details:
   • You will be prompted to enter the details for the revision. This typically includes:
     • Revision number (automatically incremented by Procore).
     • Reason for revision (to explain why the submittal is being revised).
     • Updated files or documents (if necessary, upload the revised files).
     • Due dates (update submission deadlines if applicable).
6. Update Workflow:
   • Review and update the workflow (if needed) to ensure the right team members are assigned for review and approval of the revised submittal.
7. Save the Revision:
   • After entering all the necessary information, click “Create” or “Save” to finalize the revision.
8. Notify Team (optional):
   • Depending on your project’s communication protocol, you may need to notify team members of the revision by selecting the appropriate people to be notified about the changes.

The submittal revision will now be logged and tracked in Procore, and any relevant parties will be notified for review or approval.

Procore has over 2 million users worldwide, including a wide range of construction industry professionals such as general contractors, subcontractors, owners, and other stakeholders. This extensive user base reflects Procore’s focus on enabling collaboration across all project participants with its unlimited user model.

To create and manage invoices in Procore, follow these steps:

1. Navigate to the Invoicing Tool: Open the relevant project and go to the “Invoicing” section.
2. Create a New Invoice: Choose to create an invoice for a subcontractor or owner.
3. Fill in Details: Enter the billing period, the amount being invoiced, and any relevant line items.
4. Submit for Approval: Once completed, submit the invoice for review and approval by stakeholders.

Procore also provides automated tools to track payments and manage change orders related to invoicing.

In Procore, the typical types of permission templates include:

• Admin: Full access to all tools and settings.
• Standard: Access to standard tools and tasks with limited administrative privileges.
• Read-Only: Can view information but cannot make changes.
• None: No access to specific tools or areas.

If you’re given a list of options, the one that doesn’t match these types (or specific roles tied to tool permissions) would likely be the one that is not a valid permission template in Procore.

To create a new project in Procore, follow these steps:

1. Log in to your Procore account.
2. Navigate to the “Projects” section.
3. Click on “Create Project.”
4. Enter Basic Information: Provide details like the project name, number, and location.
5. Assign Team Members: Add team members and set permissions.
6. Select Modules: Choose the necessary tools and modules for your project, such as Project Management or Financials.
7. Save the project and start working within the Procore environment.

Once set up, you can manage tasks, documents, and communications efficiently.