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Procore

Project Manager / Project Engineer

  1. 最後の更新
    2023年8月24日
  2. PDFとして保存

Did you know?

Project Managers and Project Engineers are often running multiple jobs, and visiting different sites everyday. Typically, they use Procore to perform these key tasks:

  • Manage contracts
  • Manage change orders with subcontractors and owners
  • Manage project schedules
  • Interface with accounting
  • Award bids
  • Budget their project
  • Oversee drawing management

Are you Procore Certified?

Complete our role-based training course and earn a Procore Certified: Project Manager certificate. Click here to register.

thumb_pm-projectmanagement-gc-certification.png

  • Self-paced, online training course
  • All content is specifically designed to teach project managers how to perform all project related tasks in Procore.

To learn more about other certification courses, see Procore Certification. 

To complete the tasks detailed in the recommended learning path below, you will need to be assigned the appropriate permissions on the Company and Project level tools. See Permissions. 

Pre-Construction

 

Project Setup
  1. Create a New Project
  2. Upload Project Plans (Specifications, Drawings, Documents, Bid Instructions, Addendums, etc.)
  3. Update Project Directory
  4. Create Budget | Training Video
  5. Create Prime Contract
  6. Configure Project Team
  7. Generate Submittals from Specifications (Submittal Builder)
Bidding
  1. Update Company Level Directory
  2. Create Bid Package
  3. Distribute Bid Package
  4. Update and Redistribute Bid Package
  5. Review Submitted Bids
  6. Select and Notify Winning Bidders
  7. Create Commitments
  8. Update Project Level Directory
  9. Update Bidding Tool Configuration Settings

Course of Construction

 

Monitor Project Activity
  1. View Project Dashboard
  2. View Daily Log
  3. Manage Inspections
  4. Manage Photos
  5. Manage Reports
  6. Create Custom Reports
Documentation Management ​
  1. Upload and Manage Project Schedule
  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 Prime Contract
  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 Invoice on Behalf of a Subcontractor
  4. Add Payments Issued
  5. Create Commitment Change Orders
  6. Create Punch List | Training Video
  7. Create an Observation
Interactions with Owner
  1. Distribute Meeting Minutes
  2. Create an Owner Invoice
  3. Create a Prime Contract Change Order

Post Construction

 

Project Close-out
  1. Close Punch 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.