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Schedule: Project Level Gantt Chart Redesign

Review the new features for the Project Level Gantt Chart. The new Gantt view received an overhaul with a primary focus on usability and added functionality.

Head Contractor, Subcontractor, Owner
Quality & Safety: Observations Vs. Punch List

Review the differences and similarities between Procore's Observations and Punch List tools, and how your team can best utilize each. Review popular practices and workflows, some advanced tips, and upcoming releases.

Head Contractor, Subcontractor, Owner
Quality & Safety: Reports & Dashboards

Review how to use Procore's Reports and Dashboards to keep track of important data markers related to Quality & Safety. Review creating custom reports, using templates, and recommended best practices.

Head Contractor, Subcontractor, Owner
Project Financials: Financials for Specialty Contractors

Are you a specialty contractor trying to get the best use out of the Procore Financial Tools? Deep dive into recommendations for settings and workflows.

Subcontractor
Preconstruction: Prequalification Best Practices

Deep dive into one of our newest product offerings. Procore Prequalification streamlines the entire qualification process, from creating and sending forms to reviewing and approving submissions.

Head Contractor, Subcontractor, Owner
Quality & Safety: Forms

Learning how to effectively utilize Procore's Forms tool. Review how to create a fillable PDF, commonly used forms, and tips/best practices.

Head Contractor, Subcontractor, Owner
Field Productivity: Time Capture Best Practices

Review the two time capture methods in Procore and the pros and cons of each.

Head Contractor, Subcontractor
Project Financials: Beginner and Advanced Views for WIP Reports

Learn how to utilize Reports and Budget to create both high level and detailed views.

Head Contractor, Subcontractor
New Releases

Join us each month to review the most significant changes to the Procore platform including new tools, features, and enhancements.

Owner, Head Contractor, Subcontractor
Take Full Advantage of Your Schedule Tool

Learn how easy it is to create a summary of all tasks across all projects, scheduled on any given day, week, or month.

Subcontractor, Head Contractor, Owner
Field Productivity: Reporting Best Practices

Review common Field Productivity reports, with a focus on Payroll and Productivity Reports.

Head Contractor, Subcontractor
Punch List Deep Dive

Deep dive into the Punch List tool and best practices.

Head Contractor, Subcontractor
Project Financials: Managing GMP & Cost-Plus Contracts

Learn how to manage Cost-Plus & GMP contracts in Procore. Learn tips, tricks, and best practices for managing these contract types.

Head Contractor, Subcontractor
Configurable Fieldsets and Custom Fields

Learn about Procore's Configurable Fieldsets and Custom Fields within the various products.

Head Contractor, Subcontractor, Owner
Procore Correspondence Product Launch

Deep dive into the new Procore Correspondence Management tool. Create your correspondence types, configure and customise at the company level. Then, send and receive project correspondence. Ensure all important contractual correspondence is stored in one place, mitigating the risk of losing important project information.

Head Contractor, Owner, Subcontractor
Outlook

Dive deep into: + How to install Outlook for Procore into your account + How to create an Email, RFI & Change Event through the Outlook integration + Where does the information get stored when using the Outlook for Procore integration

Head Contractor, Owner, Subcontractor
Invoicing with Procore Financials, with Compliance & Accounting Integrations

Do you have questions regarding invoicing through Procore's Project Financials tools? Are you using these tools but struggling with some best practices, compliance with the Security of Payments Act? Do you have questions about the ANZ based accounting integrations that sync with Procore?

Head Contractor, Subcontractor
Incidents Tool Deep Dive

Deep dive into the Incidents tool, focusing on best practices and new features.

Head Contractor, Subcontractor
Meetings: Overview and Best Practices

With more people working remotely, video conferencing is fast becoming the normal way to communicate. Review Procore's Meetings tool and its recent enhancements along with best practice to help you be more productive in your meetings.

Head Contractor, Subcontractor, Owner
Project Financials: T&M Best Practices

Review best practices for managing the T&M process to streamline your workflow.

Head Contractor, Subcontractor
Procore Search: New Feature Deep Dive

Procore Search provides you with a single, consistent search experience across all of Procore. Search for items across an entire project.

Head Contractor, Subcontractor, Owner
Field Productivity: Labor Costing Budget Views

Review the recent release of Real-Time Labor Costing, which is a set of features that closely ties Field Productivity with Project Financials. This webinar will cover labor costing budget views, creating a Timesheet, and viewing actuals on your project budget.

Head Contractor, Subcontractor
BIM and Design Coordination Roundtable with Kast Construction

Roundtable discussion with Rob Sloyer, Director of Technical Services at Kast Construction. Learn how Kast Construction has successfully performed VDC Coordination, including best practices and lesson learned while collaborating with teams during the process.

Head Contractor
Project Financials: Labor Productivity

Review the recent release of Labor Productivity tracking within the Project Financials tools. We review how to budget, change, and track Production with cost information throughout your projects.

Head Contractor, Subcontractor
Submittal PDF Markup Deep Dive

Take a deep dive into the new Submittal PDF Markup feature now that we have enabled the markup functionality across all customer Sandbox Test Project and some live projects.

Head Contractor, Owner, Subcontractor
Field Productivity: T&M Tickets

Learn all about Procore's newest tool, T&M Tickets. Review best practices for setup and use of this tool.

Head Contractor, Subcontractor
Action Plans *OPEN BETA* - Q&A

Action Plans beta participants: Offer feedback, learn about progress of new features and ask questions about the Action Plans tool. All Action Plans beta participants are welcome!

Head Contractor, Owner, Subcontractor
Project Financials: Streamline Change Management

Review helpful ways to streamline the change management process.

Head Contractor
Managing Procurement and Closeout

Do you have questions on how to best leverage our tools for project closeout purposes? Are you struggling with some best practices? Deep dive into the different ways to use tools such as Extracts and Submittal export to help closeout your projects. 

Head Contractor, Owner, Subcontractor
Prequalification Custom Questions

Learn about the latest enhancements to the Prequalification tool. We will also discuss other features as well as best practices.

Head Contractor, Owner, Subcontractor
Project Financials: Advanced Forecasting

It's the end of the month and you're updating your cash flow in Excel. You are updating each and every line and cell, all manually and it's taking you hours and days to finish this. Is there a better way? Yes! Procore's new Advanced Forecasting feature is just for you, the Owner! Learn how it can save you time in creating your cash flow and forecasting every month.

Owner
Procore Training & Certification Center

When it comes to helping your employees adopt and use Procore, having documented procedures and training materials is crucial. Whether you're just getting started, or looking to organize and optimize the materials you have, we can help! Join us for this hour to learn about Procore's Training Center, and how we can help you build an internal knowledge base specific to your team and accessible right from their Procore accounts.

Head Contractor, Owner, Subcontractor
ANZ Fundamentals - Interfy & Xero

Join our Strategic Product Consultant Tamara Harris, and marketplace partner Interfy as they walk through the integration with Xero. You'll learn: + How the integration works & the onboarding requirements + The best practices for the most successful & quickest activation of the Xero integration + Most commonly asked questions

Head Contractor, Subcontractor
ANZ Fundamentals - Action Plans

Join our Strategic Product Consultant Tamara Harris as she walks through Procore's newest tool; Action Plans (ITP's) You'll learn: + How to setup & configure Action Plans with templates and hold points + The benefits of having Action Plans on the Procore platform + The best practices

ANZ Fundamentals - T&M Tickets

Join our Strategic Product Consultant Tamara Harris, as she walks through one of Procore's newest tools - T&M Ticket (Time & Materials) You'll learn: + How to configure Time & Material at both a Company & Project level + How Time & Material tracking assists with closing the gap with Cost Plus contracts + Utilising the mobile application from site in order to move to a digital workforce

Head Contractor, Subcontractor
3 Ways Procore Digital ITP Tool Increase Profit and Reduce Risk

Find out how the industry’s first digital ITP tool monitors productivity in one platform to maximise profits and minimise risk. We'll help you collaborate and stay ahead of the impact change events and variations have on your project and your bottom line. Our webinar will show you how to build better business processes: + Build a digital ITP template to integrate your Procore tools + Automate the response to design changes with new workflows for variations + Monitor productivity in one platform to maximise profits

Fundamentals: Bridge the Gap between Construction and MYOB Financials

Join our Strategic Product Consultant Tamara Harris, and marketplace partner Interfy as they walk through the integration with MYOB. You'll learn: + How the integration works & the onboarding requirements + The best practices for the most successful & quickest activation of the MYOB integration + Most commonly asked questions

Head Contractor, Subcontractor
Inspections and Observations: How to Involve Trade Partners

Review strategies on how to involve trade partners in your Quality & Safety programs. Please bring questions and be prepared to share!

Head Contractor, Subcontractor
Bidding Tool Deep Dive & Integrations

Join us to take a deep dive into Procores Bidding Tool and learn more about its features and some of our integration partners that help enhance your platform experience.

Fundamentals: Let Procore Forms & Inspections Support ISO Accreditation

Currently the market is more competitive than ever, and there is an increasing need to find ways to win tenders and have more streamlined processes. ISO accreditation is often a requirement especially when trying to win some government or civil works. There are now further requirements as per OFSC for Builders to have certain Inspections and Forms filled out relating to COVID

Owner Series Part 1- Leveraging PM Reports

Join our Owner SPC and CSM team in how to best leverage and build PM reports. We will talk through how to build reports for overdue Submittals, overdue RFI and open Punch Items across your portfolio.

Owner
Project Financials - Implementation for GCs - Session 1 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This first session will cover: Company Settings, Budget, Direct Cost, and Contract Management. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Head Contractor
Project Financials - Implementation for GCs - Session 2 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This second session will cover: Change Management and Invoice Management. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Head Contractor
Project Financials - Implementation for Owners - Session 1 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This first session will cover: Configurations, Budgets, Cost and Contracts. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Owner
Project Financials - Implementation for Specialty Contractors - Session 2 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This second session will cover: Change Management and Invoice Management. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Subcontractor
Project Financials - Implementation for Owners - Session 2 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This second session will cover: Change Management and Invoice Management. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Owner
Project Financials - Implementation for Specialty Contractors - Session 1 of 2

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Financials Tools. This first session will cover: Company Settings, Budget, Direct Cost, and Contract Management. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Subcontractor
Bidding Deep Dive - For Owners

Review our Preconstruction product (Bidding) and how you can streamline part of your precon process to seamlessly issue Invitations to Bid (ITB), receive bids, and transition into creating a Commitment/PO all within the Procore Platform.

Owner
Don't be the Bottleneck! Increase collaboration using Procore Design Coordination and BIM

Learn how teams can effectively collaborate during the VDC Coordination process, engage other collaborators during Coordination and bring in Field Teams to get real time feedback of potential issues from the field.

Head Contractor, Subcontractor
Procore Sync Overview

Learn about Procore Sync as we start the official rollout. Review the current state of the tool and how we envision it working in a future state.

Head Contractor, Subcontractor, Owner
Implementation: Project Management for General Contractors

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Management tools. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Head Contractor
Implementation: Project Management for Specialty Contractors

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Project Management tools. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Subcontractor
Portfolio Financials: Standardizing your Projects for Better Reporting

Standardize your project set up which will in turn help with your overall reporting. In utilizing some of the Procore functionality such as templates in the Cost tracker and Bidding it not only helps reduce the amount of time project set up time. It gives you consistency on each project when you are creating Portfolio level reporting.

Owner
Quality & Safety Training #3 - Manage and Report

Review management of list pages & exports, as well as custom report creation.

Head Contractor, Subcontractor
Quality & Safety Training #2 - In the Field

Review the field user experience with a heavy emphasis on the mobile app.

Head Contractor, Subcontractor
Quality & Safety Training #1 - Account Set Up

Review how to get your Quality & Safety tools properly setup, making it easier for your field team members and ensuring quality reports.

Head Contractor, Subcontractor
Coordination Issues Deep Dive

Deep Dive into Coordination Issues with Trevor Johnston from XL Construction.

Head Contractor, Subcontractor
Models Deep Dive

Deep dive into Procore Models tool for Mobile and Web.

Head Contractor, Subcontractor
Portfolio Financials: Self Serve Approval Workflow

Learn about the new Self-Serve Approval Workflows feature to Portfolio Financials that allows Company Admins to create custom approval workflows for reviewing or approving items. These workflows can be simple or complex, and can be used for items in Portfolio Financials such as bids, contracts, budgets, change orders, and invoices.

Owner
Coordination Issues Overview

General overview of Procore's Coordination Issues tool. Review how to get started, understanding basic features and workflows of tool.

Head Contractor, Subcontractor
Egnyte

Access the same files regardless of whether they are in Procore or Egnyte, allowing teams need access to CAD/CAM files, photos, contracts, and other large digital files at any time and on any mobile device.

Head Contractor, Subcontractor, Owner
Multivista

While reviewing your Multivista content you can create or update (9) different Project Mgmt & Financial documents including RFIs, Daily logs, Observations, Change Events, Meeting Minutes and more. Attach your Multivista photos with floorplan location to your records and communicate actual field condition(s).

Head Contractor, Subcontractor
Project Financials: Common Roadblocks

Learn about the most common roadblocks our clients face in adopting the financial tools.

Head Contractor, Subcontractor
Implementation: Resource Management

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Resource Management tools. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Head Contractor, Subcontractor
MRI Integration with Portfolio Financials

Owner
StructionSite

Don’t clutter your Procore drawings with tons of photos. Set up automatic uploading/archiving of all photos taken with the StrutionSite App into the Procore album of your choice.

Head Contractor, Subcontractor, Owner
GoFormz

Equip users in the field with mobile forms that are connected with Procore. Dispatch & generate mobile forms pre-populated with Procore project data. End-users can complete these forms on their mobile devices (or on the web), both online and offline.

Head Contractor, Subcontractor, Owner
DocuSign

Send, receive, review, and return signed documents online, at any time and from any internet-enabled device. DocuSign can be integrated with multiple Procore products and tools to digitally approve and sign key project documentation.

Head Contractor, Subcontractor, Owner
ERP Integration: Sage 100 Connector

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. This training is geared towards company level users and accounting approvers.

Head Contractor, Subcontractor, Owner
Implementation: Project Management: Quality and Safety

An introduction to key configuration settings, best practices, and the basics of setting up your company’s account to use Procore's Quality & Safety tools. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.

Head Contractor, Subcontractor
ERP Integration: Viewpoint

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. This training is geared towards company level users and accounting approvers.

Head Contractor, Subcontractor, Owner
ERP Integration: Spectrum

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. This training is geared towards company level users and accounting approvers.

Head Contractor, Subcontractor, Owner
ERP Integration: Sage 300 CRE

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. This training is geared towards company level users and accounting approvers.

Head Contractor, Subcontractor, Owner
ERP Integration: Quickbooks

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. This training is geared towards company level users and accounting approvers.

Head Contractor, Subcontractor, Owner