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Virtual Trainings
Overview and Best Practices
With more people working remotely, video conferencing is fast becoming the normal way to communicate.
Coordination Issues Deep Dive
Deep Dive into Coordination Issues with Trevor Johnston from XL Construction.
Incidents Tool Deep Dive
Deep dive into the Incidents tool, focusing on best practices and new features.
T&M Best Practices
Review best practices for managing the T&M process to streamline your workflow.
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.
Take Full Advantage of Your Project's Schedule Tool
Procore's Schedule Import Tool helps keep projects on course by providing a real-time view of the project's schedule. With Admin access to the company-level Schedule Tool, you can import existing schedules created in several programs including Microsoft Project and Primavera P6.
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.
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.
Project Financials
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.
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.
Don't be the Bottleneck!
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.
Punch List & Observations Deep Dive
Review best practices regarding setup, usage, and reporting.
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.
Procore Training and 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.
Project Financials: Managing and Maintaining Project Forecasts
Learn how to utilize multiple options and best practices for managing cost forecasts within Project Financial tools. We will review creating and managing forecasts through the Budget, Change Events, and the new Advanced Forecasting Feature. Leverage these tools to ensure the estimated cost at completion and projected profit is accurate and up to date.
Owner Webinar Series Part 3 - Invoicing Cycle and Reporting
Join us for a Q&A with the SPC and your very own CSM, Rachel Bourland! We will be talking through the invoicing cycle just in time for Month End!
Field Productivity Workshop
This webinar will cover the basics of Procore's Field Productivity tools, including our newest tool, T&M Tickets. We will also allow ample time for Q&A from attendees. We are calling this a workshop because attendees will have opportunities to complete missions throughout the walkthrough portion of the webinar.
Leveraging Inspections & Observations as an Owner
Are you an Owner that has Quality and Safety and feel that you aren't using the tools to their fullest potential? Maybe you are just interested in if these tools are a fit or you. Join this webinar to learn how to leverage the Inspections and Observations tools through the lense of an Owner.
Deep Dive - Custom Reports and Dashboards
This session is hosted by Procore's Strategic Product Consultants and will provide a deep-dive discussion into the different ways to use the Reports Tool to create Custom Reports and Dashboards. Procore's Strategic Product Consultants will review the tools, discuss best practices, and answer any of your questions.
Owner Series Part 1 - Leveraging PM Reports for Owners
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.
Procore Design Coordination Deep Dive
Join us as we dive into Procore Design Coordination and Coordination Issues. We will review current features, newly released functionality and share best practices, including usage of the tool across the entire Procore platform from web, plugin and mobile functionalities to drive collaboration on your projects.
VDC Roundtable with McCarthy Building Companies, Inc.
Join us for our next installment of VDC Roundtable with McCarthy Building Cos. as we discuss in detail about how McCarthy has successfully implemented VDC Coordination for their projects. We will be joined by VDC staff from McCarthy, Trade Partners who collaborated with McCarthy on a project and hear how the Procore platform helped enable collaboration. The team will also share some best practices, lessons learned and the philosophies of VDC Coordination at McCarthy.
Deep Dive - Procore for Outlook
Learn how to streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore, as well as create RFI's from Outlook emails. With Procore for Outlook you can forward emails you receive in Outlook directly to your project in Procore. You can also send file attachments in Outlook emails directly to the Documents tool in Procore. Streamline your processes by creating RFI's in Procore directly from emails in Outlook.
Punch List Management - Individual Items vs. Lists
Are you wondering if your team is making the best use of the Punch List tool? Have you struggled with deciding how and when to log punch items?
Implementation: Project Management for Nonprofits & Educators
For nonprofits and educators alike, learning to leverage Procore to improve processes is key to their success. Join us in this webinar for a deeper dive into use cases and best practices for your company type.
Implementation: Quality & Safety for Nonprofits & Educators
Strategies to Customize and Successfully Leverage Procore’s Project Management Platform. For nonprofits and educators alike, learning to leverage Procore to improve processes is key to their success. Join us in this webinar for a deeper dive into use cases and best practices for your company type.
Owner Webinar Series Part 4
Join us for a Q&A with the SPC and your very own IM, Jessica Smith! We will review the multiple ways Owners can maximize the value of the Prime Contract tool.
Implementation: Project Financials: Specialty Contractors Part 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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Project Financials: Tips to Streamline Change Management
Review tips and tricks that can help streamline change management through the use of Project Financials tools.
Deep Dive - Managing Procurement and Closeout in Procore
Do you have questions on how to best leverage our tools for project closeout purposes? Are you struggling with some best practices? This session will provide a deep-dive discussion into the different ways to use tools such as Extracts and Submittal export to help closeout your projects.
Project Financials - Advanced Forecasting for Owners
A Deep Dive into the Limited Release Advanced Forecasting tool
10 Reasons to Start Using the New Correspondence Tool - GC
Correspondence is our most flexible and configurable tool ever! If you're looking to track Trade Partner Change Requests, ASIs, Permitting, Delays or Non-Compliance Issues just to name a few -- look no further than the Correspondence Tool. Still not convinced? Here is a rundown of some of the functionality out-of-the-box: 1. 30 different types of Correspondence 2. Each type has its own Permissions 3. Fieldsets and Custom Fields 4. Reporting 5. Mobile 6. DocuSign Integration 7. Multiple Assignees
10 Reasons to Start Using the New Correspondence Tool - Owners
Correspondence is our most flexible and configurable tool ever! If you're looking to track Trade Partner Change Requests, ASIs, Permitting, Delays or Non-Compliance Issues just to name a few -- look no further than the Correspondence Tool.
Customizing Quality & Safety
Learn how to leverage new features aimed at configurability and customization within Procore's Quality & Safety tools.
Enhancing Financial Workflows with Correspondence
Learn how to collaborate using the new Correspondence tool and its connection to Change Events to track and support things like Subcontractor Change Order Requests, collect T&M Tickets, to issue Backcharges, and much more.
Mobile Field Tools - Implementation
Mobile capabilities are likely one of the big reasons you bought Procore - let's learn how to use it! This webinar serves as a great intro for your field teams to get an idea of how they can use Procore while on the jobsite.
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.
Correspondence Deep Dive
Learn about Procore's upcoming new Correspondence tool - an extremely flexible tool! Features include fieldsets, custom fields, a flexible permissions structure and much, much more! See what this upcoming tool can do for you.
Inspections and Observations: How to Involve Trade Partners
In this webinar we will look at strategies on how to involve trade partners in your Quality & Safety programs. Please bring questions and be prepared to share!
Daily Log - Leveraging Custom Fields and Configurable Fieldsets
Do you have questions on how to best leverage Custom Fields and Configurable Fieldsets for Daily Log? Are you struggling with some best practices?
RFIs: New Features & Best Practice"This session will provide an overview of the RFI tool along with a deep dive into the latest enhancements. We will learn about RFI prefixes best practice, the latest permission updates, and much more "
This session will provide an overview of the RFI tool along with a deep dive into the latest enhancements. We will learn about RFI prefixes best practice, the latest permission updates, and much more
Implementation - Field Tools Reporting
You're capturing the information in the field now get some help with the most valuable part - reporting and insight!. This video will help get you familiar with the Reports tool and show some common reports created by users.
Improve Financial Processes with Sage 300 CRE Integrations
Are you still managing paper Subcontractor Invoices and manually posting in Sage 300 CRE? Are you finding yourself waiting in line for a Job To Date Cost Detail Transaction report?
Project Financials: Beginner and Advanced Views for WIP Reports
Learn how to utilize Reports and Budget to create both high level and detailed views.
Project Financials: Common Roadblocks
Learn about the most common roadblocks our clients face in adopting the financial tools.
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.
Project Financials: Managing Contingency
Do you need to establish a workflow to track the contingency on your project? Are you looking for better options? Review best practices to manage contingency in Procore.
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.
Project Financials: T&M Best Practices
Review best practices for managing the T&M process to streamline your workflow.
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 Series Part 2- Leveraging Inspections & Observations
Are you an Owner that has Quality and Safety and feel that you aren't using the tools to their fullest potential? Maybe you are just interested in if these tools are a fit or you. Join this webinar to learn how to leverage the Inspections and Observations tools through the lense of an Owner.
Owner Series Part 3 - Invoicing Cycle and Reporting
Just in time for month end. We will be walking through the invoicing cycle from your vendor and contractor invoices to creating pay apps for your funding source. A special host will be joining us, your very own CSM, Rachel Bourland!
Subcontractor Collaborators: Getting the Most Out of Your Client's Procore Account
Subcontractors - Does your client/GC use Procore and you want to learn how to use Procore more effectively? Learn how to create, submit and respond to items, manage items in your court, and improve overall efficiency navigating throughout Procore.
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.
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.
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.
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.
Plan with a Purpose: Create Lookahead Schedules in Procore
Find out how to leverage Procore’s new lookahead schedule feature to confidently drive work execution and performance.
Quality and Safety Monthly Deep Dive
Got questions? Want to see more of the newest features and how to best leverage them? Come join our interactive monthly discussion as we take a deeper dive into new and upcoming Quality & Safety releases, answer live questions, and discuss/demonstrate best practices.
Project Financials Monthly Deep Dive
Got questions? Want to see more of the newest features and how to best leverage them? Come join our interactive monthly discussion as we take a deeper dive into new and upcoming releases, answer live questions, and discuss/demonstrate best practices.
Monthly New Product Release Webinar
Join us each month to review the most significant changes to the Procore platform including new tools, features, and enhancements. Procore's Strategic Product Consultants will cover a wide variety of new releases across all products and tools.
BIM Bi-Monthly Deep Dive Webinar
Got questions? Want to see more of the newest features and how to best leverage them? Come join our interactive monthly discussion as we take a deeper dive into new and upcoming BIM releases, answer live questions, and discuss/demonstrate best practices.
10 Reasons to Start Using the New Correspondence Tool - Specialty Contractors
Correspondence is our most flexible and configurable tool ever! If you're looking to track Trade Partner Change Requests, ASIs, Permitting, Delays or Non-Compliance Issues just to name a few -- look no further than the Correspondence Tool. Still not convinced? Here is a rundown of some of the functionality out-of-the-box: 1. 30 different types of Correspondence 2. Each type has its own Permissions 3. Fieldsets and Custom Fields 4. Reporting 5. Mobile 6. DocuSign Integration 7. Multiple Assignees
Procore for Outlook Quick Deep Dive
Learn how to streamline your project communications by enabling your team members to use Microsoft Outlook to forward email content and file attachments to Procore, as well as create RFI's from Outlook emails.
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 Project Management tools. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
How to Customize Procore for Improved Operational Efficiency
What if all members of your project team filled out correct fields every time and you could consistently report data across projects? During this webinar, we will show you the power of configurable and custom fields and help you get the most out of Procore!
Project Management Deep Dive - Permissions
Learn more about permissions & security in the Procore platform. Specifically, we will focus on how Procore's security and new features in the Permissions tool can make your projects more secure and increase efficiency.
Project Financials Deep Dive - Cost Codes
Cost codes are the foundation to any budget and quite literally the first step when setting up your financials in Procore. Whether you used cost codes previously or not, they are a critical piece to tracking revenue and costs in Procore. In this webinar you will learn how to create meaningful cost code structures and what to consider when ERP integrated in order to get the most out of Procore's financial tools.
Quality and Safety Deep Dive - Implementation & Adoption
Dive in as we cover our usual monthly items: Resource Highlights, New and Upcoming Releases, and the popular Test Your Knowledge Quiz. Our monthly topic is Settings and Strategies for Easier Implementation & Adoption. We'll go over how to set your teams up for success with best practices for settings and implementation strategies.
Field Productivity Workshop
This reviews 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.
Project Financials Deep Dive - Budget
Learn all about our recent updates and how to manage a comprehensive project budget effectively. We will review strategies for monitoring revenue vs. cost and how to reduce risk by viewing estimated change impacts within budget views.
Project Management Monthly Deep Dive: Submittal Markup
More than 91% of the nearly 14 million submittal attachments in Procore are PDFs. In order to mark them up during the submittal review process, users have had to download them, mark them up in another software, and then re-upload them to Procore. Submittal PDF Markup minimizes the need for users to leave Procore to complete their submittal review process, saving users time and money, and helping teams to maintain a single source of truth, reducing the risk of working off of outdated information.
Action Plans: New Tool Release
Looking for a more collaborative way to stay on top of important tasks and project milestones? Say hello to Action Plans! We're excited to introduce you to Procore's newest tool, which is part of our Quality & Safety product. Join us in this deep dive as we give you a little background and a technical demo of Action Plans. We'll tell you everything you need to know to get started today!
Bringing BIM to the Field
Join the Procore Team and Derek Westfall & Josh Soules, of North Mechanical Contracting, as we talk about the impact of getting BIM in the hands of the field team and why empowering those installing the work with the Procore platform is further tightening up communication between the field and office, pushing productivity levels and allowing profit margins to be more closely guarded.
Project Financials Deep Dive - Revenue vs Cost Budget Views
Creating a Revenue vs Cost Budget View In this webinar, you will learn the difference between Procore's Standard Budget view and a Revenue vs Cost Budget View and how to leverage the necessary tools required to build this view successfully.
Quality and Safety Deep Dive - Inspections Best Practices
April 2021: Dive in as we cover our usual monthly items: Resource Highlights, New and Upcoming Releases, and the popular Test Your Knowledge Quiz. This month we focus on the Inspections tool. We'll cover popular use cases, best practices. See if you can find the hidden surprise in this month's webinar! You won't be disappointed.
Implementation: Project Financials for General Contractors Part 1
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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Implementation: Project Financials for General Contractors Part 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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Implementation: Project Financials for Specialty Contractors Part 1
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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Implementation: Project Financials for Specialty Contractors Part 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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Implementation: Project Financials for Owners Part 1
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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.
Implementation: Project Financials for Owners Part 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. Laying the foundation for these tools in your account will help ensure a successful roll-out to your team.