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Procore

Internal 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-owner-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.

Project Managers and Project Engineers of an Owner/CM will typically have 'Admin' permission on every tool at the Project level.

Pre-Construction

 

Project Setup
  1. Create a New Project
  2. Upload Project Plans (Project Manual, Drawings, Bid Instructions, Addendums, etc.)
  3. Update Project Directory
  4. Configure Project Team

Course of Construction

 

Documentation Management ​
  1. Upload and Manage Project Schedule
  2. Manage Documents | Training Video
  3. Upload Drawings  | Training Video
  4. Add and Publish Drawing Markups
Financial Management 
  1. Create Budget | Training Video
  2. Manage Budget
  3. Manage Commitments (Purchase Orders and Subcontracts)
  4. Create an Invoice on Behalf of an Invoice Contact
  5. Create Commitment Change Orders
Interactions with Design Team
  1. Assign RFIs
  2. Create and Assign Submittals
  3. Distribute Meeting Minutes
Interactions with Contractors
  1. Create Purchase Orders (Commitments)
  2. Create Contracts (Commitments)
  3. Add Payments Issued
  4. Create Punch List | Training Video
Monitor Project Activity
  1. View Project Dashboard
  2. View Daily Log
  3. Manage Inspections
  4. Manage Photos | Training Video
  5. Manage Reports
  6. Create Custom Reports

 

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.