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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.
An effective quality control program helps keeps your team safe, reduces rework, and protects your bottom line. Learn how you can use Procore’s Inspections and Observations tools to set up your own quality control program.
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.
Learning how to effectively utilize Procore's Locations feature. Review basic setup, best practices, and a few pro-tips.
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.
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.
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.
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.
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.
Learning how to effectively utilize Procore's Forms tool. Review how to create a fillable PDF, commonly used forms, and tips/best practices.
Review the two time capture methods in Procore and the pros and cons of each.
Learn how to utilize Reports and Budget to create both high level and detailed views.
Join us each month to review the most significant changes to the Procore platform including new tools, features, and enhancements.
Learn how easy it is to create a summary of all tasks across all projects, scheduled on any given day, week, or month.
Review common Field Productivity reports, with a focus on Payroll and Productivity Reports.
Deep dive into the Punch List tool and best practices.
Learn how to manage Cost-Plus & GMP contracts in Procore. Learn tips, tricks, and best practices for managing these contract types.
Learn about Procore's Configurable Fieldsets and Custom Fields within the various products.
Learn all about Procore's newest tool, T&M Tickets. Review best practices for setup and use of this tool.
Review helpful ways to streamline the change management process.
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.
Learn about the latest enhancements to the Prequalification tool. We will also discuss other features as well as best practices.
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.
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.
Discover the different ways to use the Reports Tool to create Custom Reports and Dashboards. We will review the tools, discuss best practices, and answer any of your questions.
Do you have questions on how to best leverage Custom Fields and Configurable Fieldsets for Daily Log? Are you struggling with some best practices? This session will provide a deep-dive discussion into the different ways to Custom Fields and Configurable Fieldsets for Daily Log to help you keep track of your jobsite activities. We will review the Daily Log tool, discuss best practices, and answer any of your questions.
Review strategies on how to involve trade partners in your Quality & Safety programs. Please bring questions and be prepared to share!
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.
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.
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.
Hands-on learning of the basics of the Field Productivity tools, including our newest tool T&M Tickets. In this workshop, attendees can complete missions to bring the training to life. We will also allow ample time for Q&A.
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.
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? Join us during this hour for a discussion on all things Procore Punch List -- we'll share our thoughts on creating one large item versus many small ones, discuss and demo recommended practices, and answer all your punch-related questions
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.
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.
Correspondence is our most flexible and configurable tool ever! If you're looking to track Change Requests, 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
Find out how to leverage Procore’s new lookahead schedule feature to confidently drive work execution and performance.
Are you still wasting valuable project time digging through email for important notices or contractor quotes? Are you finding inconsistencies between what you are tracking as a change log and what your vendors are claiming is their change log? Are T+M tickets getting lost in a filing cabinet or still sitting on someone's desk? This webinar will review how to standardize those critical workflows with flexible permissions and flexible fields allowing you to focus on what is most important, accuracy and visibility.
Nearly all Procore accounts report needing to modify Procore's default fields in the various tools. Are you aware that all Quality & Safety tools currently allow this functionality? If not, come join this webinar to learn how!
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? Look no further, this webinar hosted by both a Strategic Product Consultant & Principle Integration Specialist will review how two of our newer Sage 300 CRE features released earlier this year can solve for these tasks and provide for a more efficient process.
Explore how to maximize the value of your project data. Using Procore Analytics' 100 out of the box reports and custom reporting capabilities, you can gain deeper insight into your portfolio and project data.
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.
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.
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!
Many of you are already creating and managing detailed Quality & Safety plans in Procore but unfortunately scattered across tools.
" Correspondence is our most flexible and configurable tool ever! If you're looking to track Change Requests, Delay Notices, Trade Delays or Constraints 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. Reply directly to the email 5. Mobile 6. DocuSign Integration 7. Multiple Assignees"
Hands-on learning of the basics of the Field Productivity tools, including our newest tool T&M Tickets. In this workshop, attendees will complete missions to bring the training to life. We will also allow time for Q&A.
Correspondence is our most flexible and configurable tool ever! If you're looking to track Change Requests, 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
Review best practices regarding setup, usage, and reporting.
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.
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.
Review the recent release of Real-Time Labor Costing, which is a set of features that closely ties Field Productivity with Project Financials.
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.
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.
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.
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.
Come 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.
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.
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!
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.
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.
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.
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.
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.
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.
Office Hours are offered as a way for our beta participants to offer feedback, learn about progress of new features and serve as an outlet for questions. All Action Plans beta participants are welcome!
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.
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.
Review management of list pages & exports, as well as custom report creation.
Review the field user experience with a heavy emphasis on the mobile app.
Review how to get your Quality & Safety tools properly setup, making it easier for your field team members and ensuring quality reports.
Deep dive into Procore Models tool for Mobile and Web.
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.
General overview of Procore's Coordination Issues tool. Review how to get started, understanding basic features and workflows of tool.
When a Procore commitment is submitted, myCOI goes to work to collect the COI’s, resolve compliance matters, and track renewals. Gain unmatched efficiencies and compliance with every step driven by software with insurance expertise built-in.
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.
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).
Learn about the most common roadblocks our clients face in adopting the financial tools.
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.
Conducting a virtual jobsite walk and notice something off? Took a note in the field while doing a capture and want to log an observation in Procore? Take all of your automatically localized progress photo documentation, and send it over to Procore's photo library. Automatically export 360 images from OpenSpace to Procore. Once the photos are in Procore, you can use them to build observations, clarify RFIs or add it to your punch-list.
Accessing content from your EarthCam construction camera with Procore makes it easier than ever to monitor, document and promote your project from the Procore dashboard. EarthCam webcams provide visual documentation of your construction progress with valuable features such as live streaming video, HD archival imagery, on-demand time-lapse movies and 360° panoramic views.
Make it easier than ever for the construction and design teams to quickly review Submittals and RFIs. Seamlessly transfer items ready for review from Procore into Newforma. When the review process is complete within Newforma, the response is automatically transferred back to Procore.
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.
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.
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.
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.
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.
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.
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.
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.
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.