Getting Started

Pre-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. Manage Budget | Training Video
2. Manage Prime Contract
3. Manage Commitments (Purchase Orders and Subcontracts)
4. Create an Owner Invoice
5. Create Prime Contract Change Orders
   1. Create a Potential Change Order for a Prime Contract
   2. Create Change Order Requests (COR)
6. Create Commitment Change Orders

Interactions with General Contractor

1. Assign RFIs
2. Create and Assign Submittals
3. Create a Meeting

Interactions with Vendors/Subcontractors

1. Create Purchase Orders (Commitments)
2. Create Subcontracts (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
5. Manage Reports
6. Create Custom Reports

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.