Procore User Guide Procore

An Architect is a person who holds the professional qualifications to design buildings and structures other than buildings. Often, an architect is also responsible for advising, planning, and overseeing the construction process. An Approver is a person who is designated to approve a submittal before work can proceed. Typically, there are multiple fxchoice minimum deposit approvers on a submittal workflow and members of the design team (for example, architect, project engineer, structural engineer, and so on). If you’ve gone through the building process before, chances are you have heard of Procore. Procore is a widely used construction software that provides several benefits to all parties involved.

Thanks to Procore's unlimited user license policy, anyone on your project that needs access to our construction project management software can have it. Benefit from having every stakeholder on your project—from the owner, general contractor, subcontractor, and external collaborators—working toward the same goal, in the same software. Constructibility refers to a project management practice that employs construction knowledge and experience to review a construction project from start to finish during the planning and design phase. The goal of the constructibility process is to identify potential delays, issues, and obstacles to ensure a project can be built in a safe, systematic, timely, and cost-effective manner while achieving the best overall quality. Project managers employ a variety of analysis techniques, both conceptual and physical, during the design, planning, and building stages. Procore is a leading construction project management software that stands out in the market for its thorough and extensive features and user-friendly interface.

For instance, small businesses on a tight budget may find Procore’s custom pricing model challenging. Additionally, businesses looking for a more straightforward canadian forex brokers tool may find Procore’s extensive features overwhelming. In such cases, consider alternatives like monday.com, Autodesk Construction Cloud and Jobber.

A call to that number got a member of the customer support team on the line almost immediately. Your Procore experience will vary depending on your role, whether you're a general contractor, a subcontractor, an architect, a superintendent, an engineer, or a student. You can also attach files and photos, assign it to a specific category, and even change the priority number to ensure tasks are worked on in order of importance. Procore's task tool assigns tasks to others, or you can create your own to-do list. You fill out a simple form that lays out details such as assignee, due date, description, status, and so on.

A Construction Manager (CM) is a professional service firm or individual who possesses the expertise to lead, manage, and oversee the planning, design, and construction of a developed asset, such as a building or other structure. Many CMs are independent contractors with extensive construction experience who are hired by an Owner to control the project's contract(s), cost(s), delivery, quality, safety, and timeline. If you have no budget constraints and require a unified system for managing various construction workflows, Procore is an excellent choice. It offers all the necessary tools and features you need, instead of having to learn and use multiple separate systems for tasks like scheduling, project management, invoicing, and budgeting.

Considering plenty of companies charge per user or limit the number of jobs you can have, Procore may end up being the more cost-efficient option depending on your business. Procore’s document management feature allows you to store, manage and share all your project documents in one place. The system supports version control, ensuring everyone has access to the latest version of a document. It also includes a powerful search function, making it easy to find specific documents quickly. We partner with owners, general contractors, specialty contractors and other project stakeholders in the construction industry. By encouraging collaboration across all stakeholders with our unlimited user model, there are over 2M individual Procore users today.

A Canadian Business Number (CBN) is a nine-digit number assigned by the Canada Revenue Agency (CRA) to identify business entities operating in Canada. The California Counties Architects and Engineers Association (CCAEA) is a professional organization for architects and engineers employed by the public agencies for the counties in California. This estimate is based on preliminary information and is qualified to a degree of accuracy. Blind Bidding refers to a bidding process where bid amounts are hidden from view until the due date in order to protect against bid biases from affecting the decision process.

Who is Procore best for?

Any worker records created with the project's Crews tool can be viewed and/or edited in the 'Contacts' tab of the Company and Project level Directory tool. In Procore, a Work Breakdown Structure (WBS) is a feature that provides users with a flexible method for organizing and reporting on financial information. With WBS, Owners, General Contractors, and Specialty Contractors can create a customized framework of unique segments and rules for tagging, tracking, and reporting with Procore's Financial Management tools. Underbilling refers to a practice where contractors bill less for the labor, materials, and services than has actually been completed during a billing period. Quality refers to a standard by which a project and its deliverables conform to the agreement, expectations, requirements, and specifications of an owner's project.

Further, you can integrate Procore with QuickBooks to strengthen its invoicing features and sync your operational and financial data between the two platforms. Procore is an all-in-one construction management solution that helps contractors streamline various aspects of their construction workflows, including project management, time tracking, document management, and financial reporting. One user who left a positive Procore review likes that the software provides a fully integrated, one-stop solution for project management, explaining that it has all the tools they need to manage their projects. Another reviewer who is a senior project manager commended the reporting feature, which helps them track the progress of the many different projects they handle. It's an advanced tool that aims to turn a well-run construction business into a top-tier operation.

The more projects you run through Procore, the more value you receive from the software in terms of cost savings, efficiencies, and productivity gains. We charge an upfront annual fee by product and based upon your Annual Construction Volume (ACV) - the aggregate dollar value of the construction work across your projects. Go from professional estimates and bids that reflect your company’s brand to awarded projects and successful project management at the touch of a finger with Procore and ProEst’s integration. Procore offers easy access to anyone involved in a project without expensive, additional software seats or licenses or lengthy, drawn-out onboarding processes for subcontractors and consultants. Procore is the construction industry’s leading construction management software that fully integrates with ProEst estimating software. In Procore, a Worker is a member of a crew and does not have a Procore user account with login credentials for Procore.

Autodesk Construction Cloud

Adoption is key to your success, so we offer onboarding and implementation services for customers to get you started. Say goodbye to downtime with a free, direct line to live technical support for everyone on your project. Whether minor or significant, issues can arise if anything gets overlooked, making bitstamp review the project more complicated than it needs to be. If you’re using ProEst for estimating, you can perform digital takeoffs that dramatically increase bidding accuracy and efficiency. Once your bids are awarded, your project will go from active bid to awarded, integrating quickly and easily with Procore.

1. A Certified Business Enterprise (CBE) is a formal designation of an individual or business entity issued by a public sector authority, professional association, or business that promotes full-participation of the community.
2. You can also attach files and photos, assign it to a specific category, and even change the priority number to ensure tasks are worked on in order of importance.
3. Also, you can’t sync time entries—which can be a problem if you’re using QuickBooks Payroll along with QuickBooks Online.
4. A program manager is responsible for identifying dependent projects, overseeing those groups of projects, managing relationships between stakeholders, and guiding these efforts to meet long-term objectives.

The term Final Completion refers to the point in time or date at which all contract terms and conditions have been satisfied on a construction project. The term Fast Track is construction jargon for a delivery methodology that divides a project's design into phases to allow construction to begin before the full design phase of a project is complete. The Estimate Final Cost (EFC) is a projection of the cost to complete a construction project that is developed from a project's anticipated costs.

What is Procore and How Does it Benefit You?

Another notable feature of Procore is the punch list tool, which helps you easily locate and resolve issues in your construction projects. The system allows you to punch right into the project documents—meaning you can mark and document issues on the current project plans or drawings directly. The QuickBooks Online integration is primarily designed for new construction projects.

A Billing Period defines the billing cycle used by a project's team and invoice contacts on Procore's invoices and progress billings. In addition to defining the frequency of the billing cycle (for example, monthly or weekly), a billing period also defines the billing cycle's start/end date and the due date for the invoice or progress billing. Ball In Court (BIC) is a figure of speech that indicates a person is required to take an action. In Procore, the user with Ball In Court responsibility must make a decision and submit a response—such as approving a submittal, shifting responsibility for a Request for Information (RFI), or responding to a Punch List item. An Australian Company Number (ACN) is a unique nine-digit number issued by the Australian Securities and Investments Commission (ASIC) to every company registered under the Commonwealth Corporations Act 2001.

Production quantities are a measurable amount of work on a construction project. For example, cubic yards of concrete, quantity of light fixtures, or linear feet of piping. In Procore, there are two types of production quantities Budgeted Production Quantities and Installed Production Quantities. A Procore Administrator is a user who has 'Admin' level permissions on all of the Company level Tools in Procore.

Examples of specialty contractor classifications include concrete, decorating, demolition, drywall, electrical, elevator, fencing, landscaping, plumbing, refrigeration, sanitation, and more. The term Responsible Contractor refers to the contractor who is legally obligated to oversee the completion of the work on a construction project. Program Management is the focused application of strategic expertise, techniques, and tools to manage the long-term goals, initiatives, and objectives of a program. A program manager is responsible for identifying dependent projects, overseeing those groups of projects, managing relationships between stakeholders, and guiding these efforts to meet long-term objectives. The MasterFormat is an organization standard that defines the master list of Divisions, Sections, and Section Titles for construction project specifications in the United States and Canada. It is authored by the Construction Standards Institute (CSI) and Construction Specifications Canada (CSC).

A connected company is a business or organization that is listed on the Procore Construction Network and added as a company in your Company level Directory tool. While you can edit and maintain some of the business’s information in your Company level Directory, the business also has a public profile with information that they maintain. A Configurable Fieldset is a group of data-entry fields that your company's Procore Administrator can configure as optional, required, or hidden for certain supported Procore tools. A configurable fieldset lets you turn data-entry fields ON and OFF and can also work with custom fields.