Tutorials
- View a Prime Contract's Change Orders (Beta)
- View Prime Contracts (Beta)
- (Beta) About the Project Status Snapshots Tab
- (Beta) Configure a Custom Workflow Template for Correspondence Items on a Project
- (Beta) Configure a Custom Workflow Template for Prime Contracts on a Project
- (Beta) Configure a Custom Workflow Template for Single Tier Change Orders on a Project
- (Beta) Configure Company Currency Settings
- (Beta) Configure Project Currency Settings
- (Beta) Create a Custom Workflow Template for Budget Changes
- (Beta) Create a Custom Workflow Template for Commitments
- (Beta) Create a Custom Workflow Template for Correspondence Items
- (Beta) Create a Custom Workflow Template for Prime Contracts
- (Beta) Create a Custom Workflow Template for Single Tier Change Orders
- (Beta) Create Fundings
- (Beta) Plan a Custom Workflow Template
- (Beta) Respond to a Custom Workflow (Budget Change)
- (Beta) Respond to a Custom Workflow on a Correspondence item.
- About Agent Builder
- About Assist
- About Budget Changes on Owner Invoices
- About Configured Incidents Fieldsets and Field Options
- About Data Explorer
- About Group Row Billing on Owner Invoices
- About Inspection Template Syncing
- About Owner Invoices (Beta)
- About Saved Views in the Document Management Tool
- About Subcontractor Invoices
- About the Beneficiaries Tab in the Payments Tool
- About the Bluebeam Integration
- About the Budget Detail Tab
- About the Commitments Tool
- About the Company Direct Costs Tool (Beta)
- About the Compliance Tab on a Commitment with Procore Pay
- About the Data Extracts 2.0 Tool
- About the Disbursements Tab in the Payments Tool
- About the Document Management Tool
- About the Home Screen (Android)
- About the Home Screen (iOS)
- About the Lien Rights Tab on a Commitment with Procore Pay
- About the Payments Settings
- About the Payments Tool
- About the Prime Contracts Tool
- About the Procore Standard Budget View
- About the Procore Standard Forecast View
- About the Project Home Page
- About the Project Overview Screen (Android)
- About the Project Overview Screen (iOS)
- About the Sidebar Screen (Android)
- About the Sidebar Screen (iOS)
- About the Subcontractor Invoices Tab in the Payments Tool
- About the Workflows Tool
- About Work Breakdown Structure
- About Workflows in the Document Management Tool
- Accept a Procore Pay Invitation as a Payee
- Accept or Decline an 'Invite to Bill' as an Invoice Contact
- Accept or Deny a User's Request to Join Your Company
- Accept or Deny a User's Request to Join Your Free Procore Company Account
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Company for Export to ERP
- Accept or Reject a PCCO for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject a Sub Job for Export to ERP
- Accept or Reject Cost Codes for Export to ERP
- Accept or Reject Owner Invoices for Export to ERPs
- Accept or Reject Subcontractor Invoices for Export to ERP
- Access App Management Metrics
- Access Procore Analytics Data Securely Across Platforms
- Access Recently Viewed Drawings (iOS)
- Activate Budget Codes on a Project
- Activate or Deactivate Cost Catalog Items
- Add 'Sub Job' Segment Items to a Procore Project
- Add 3D Model Takeoffs
- Add 3D Model Takeoffs Using Auto-Mapping
- Add a Bank Account as a Payee
- Add a Bid Board Project to the Portfolio Tool
- Add a Bid for a Vendor in Portfolio Financials
- Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project
- Add a Budget Line Item
- Add a Budget to a Project in Portfolio Financials
- Add a Category to the Cost Catalog
- Add a Change Event Line Item to an Unapproved Commitment
- Add a Change Event Line Item to an Unapproved Commitment CO
- Add a Change Event Line Item to an Unapproved Prime Potential Change Order
- Add a Change Order for an Estimate
- Add a Change Order in Portfolio Financials
- Add a Classification
- Add a Comment on a Prequalification Form
- Add a Comment on an Asset
- Add a comment to a Change Event
- Add a Comment to a Coordination Issue (iOS)
- Add a Comment to a Meeting Item
- Add a Comment to a Photo
- Add a Comment to a Photo (Android)
- Add a Comment to a Photo (iOS)
- Add a Comment to a Task
- Add a Comment to an Observation
- Add a Comment to an Observation (Android)
- Add a Comment to an Observation (iOS)
- Add a Company to a Project from the Company Directory
- Add a Company to the Company Directory
- Add a Company to the Project Directory
- Add a Company to the Project Level Directory (Android)
- Add a Company to the Project Level Directory (iOS)
- Add a Compliance Document to a Subcontractor Invoice
- Add a Component to a Project in Portfolio Financials
- Add a Condition Step
- Add a Contact to your Device (Android)
- Add a Contact to your Device (iOS)
- Add a Contract to a Cost Item in Portfolio Financials
- Add a Cost Item to the Cost Tracker in Portfolio Financials
- Add a Crew to a Timesheet
- Add a Crew to a Timesheet (Android)
- Add a Crew to a Timesheet (iOS)
- Add a Custom Bid Type
- Add a Custom Department
- Add a Custom Owner Type
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Stage
- Add a Custom Project Type
- Add a Custom Trade
- Add a Daily Log Entry (Android)
- Add a Dependency for a Milestone in Portfolio Financials
- Add a Description to a Photo
- Add a Distribution Group to the Company Directory
- Add a Distribution Group to the Project Directory
- Add a Drawing Area
- Add a Goods & Services Tax (GST) to a Budget
- Add a Group to the Cost Catalog
- Add a Job to Date Costs Column to a Budget View
- Add a Line Item to a Change Event (Android)
- Add a Line Item to a Change Event (iOS)
- Add a Line Item to a Commitment's Schedule of Values
- Add a Link to a Drawing
- Add a Location to a Photo (Android)
- Add a Location to a Photo (iOS)
- Add a Map Layer
- Add a Meeting Category
- Add a Meeting Item
- Add a Meeting Item (Android)
- Add a Meeting Item (iOS)
- Add a Meeting To Your Personal Calendar
- Add a Member to the Bid Room Team in Portfolio Financials
- Add a Milestone to a Project in Portfolio Financials
- Add a Multi-Tiered Location to an Item
- Add a My Time Entry (Android)
- Add a My Time Entry (iOS)
- Add a Near Miss Record to an Incident
- Add a New Catalog to the Cost Catalog
- Add a New Company to the Directory from the Bidding Tool
- Add a New Contact to the Directory from the Bidding Tool
- Add a New Payment to the Payments Issued Tab of a Commitment
- Add a New Project in Portfolio Financials
- Add a Partial Budget Line Item
- Add a Payment Method as a Payee
- Add a Permitted Project to a Data Connection App
- Add a Person to the Project Level Directory (Android)
- Add a Person to the Project Level Directory (iOS)
- Add a Phone Calls Entry from the Directory (Android)
- Add a Phone Calls Entry from the Directory (iOS)
- Add a Photo to a Daily Log Entry so that it Populates in the Photos Tool
- Add a Photo to a Punch List Item (Android)
- Add a Photo to a Punch List Item (iOS)
- Add a Photo to a Punch List item so that it Populates in the Photos Tool
- Add a Photo to an Inspection so that it Populates in the Photos Tool
- Add a Photo to an Observation so that it Populates in the Photos Tool
- Add a Procore Analytics 2.0 Report to Projects
- Add a Procore Analytics Report to Projects
- Add a Procore Project to your ERP System
- Add a Procore Widget to your Device Home Screen (Android)
- Add a Procore Widget to your Device Home Screen (iOS)
- Add a Property Damage Record to an Incident
- Add a Real-Time Labor Productivity Budget View
- Add a Record to an Incident (Android)
- Add a Record to an Incident (iOS)
- Add a Related Item to a Change Event
- Add a Related Item to a Commitment Change Order
- Add a Related Item to a Correspondence Item
- Add a Related Item to a Daily Log Entry
- Add a Related Item to a Drawing
- Add a Related Item to a File in the Documents Tool
- Add a Related Item to a Meeting
- Add a Related Item to a Prime Contract Change Order
- Add a Related Item to a Purchase Order or Subcontract (Legacy)
- Add a Related Item to a Specification
- Add a Related Item to a Submittal Package
- Add a Related Item to a Task
- Add a Related Item to a Transmittal
- Add a Related Item to an Incident
- Add a Related Item to an Inspection
- Add a Related Item to an Instruction
- Add a Related Item to an Observation
- Add a Related Item to an RFI
- Add a Revision to a Budget in Portfolio Financials
- Add a Section Box to a Model
- Add a Section to the Cost Tracker in Portfolio Financials
- Add a Specification Area
- Add a Subcontractor SOV to a Commitment
- Add a Submitter and Approvers to the Submittal Workflow
- Add a T&M Ticket to a Change Event
- Add a Task
- Add a Task (Android)
- Add a Task (iOS)
- Add a Team Member in Portfolio Financials
- Add a Template Correspondence Type
- Add a User Account to the Company Directory
- Add a User Account to the Project Directory
- Add a User to a Company in the Company Directory
- Add a User to a Project Using Their Profile Code (Android)
- Add a User to a Project Using Their Profile Code (iOS)
- Add a User to Future Projects in Your Company Directory
- Add a User to Projects in Your Company's Procore Account
- Add a User to Your Free Procore Account
- Add a User to Your Free Procore Account (Android)
- Add a User to Your Free Procore Account (iOS)
- Add a Variance Explanation in Portfolio Financials and Capital Planning
- Add a Vendor in Portfolio Financials
- Add a Visual to a Company Single Tool Report
- Add a Visual to a Project Single Tool Report
- Add a Witness Statement to an Incident
- Add a Witness Statement to an Incident (Android)
- Add a Witness Statement to an Incident (iOS)
- Add a Work Task to Your Project
- Add a Worker
- Add a Worker (Android)
- Add a Worker (iOS)
- Add a Workflow
- Add Accident Entries (iOS)
- Add Accident Log Entries (Android)
- Add Additional Assignees to a Workflow Step on a Project
- Add Adjustments to an Estimate
- Add Allocation Rules for Components in Portfolio Financials
- Add an Account Administrator
- Add an Action to an Incident
- Add an Action to an Incident (iOS)
- Add an End Step (Unsuccessful)
- Add an Environmental Record to an Incident
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add an Estimate
- Add an Executive Sponsor
- Add an Existing Submittal to a Submittal Package
- Add an Injury/Illness Record to an Incident
- Add an Invoice in Portfolio Financials
- Add an Office Location
- Add and Manage Bookmarks (Android)
- Add and Manage Bookmarks (iOS)
- Add and Manage Internal Notes in a Bid Board Project
- Add and Manage Subtasks for a Lookahead Schedule
- Add and Manage Tasks in a Bid Board Project
- Add and Remove Project Tools
- Add Annotations to a Form (Android)
- Add Assets from Your Toolkit
- Add Assignees to an RFI as an Assignee on an RFI
- Add Assignees to Published Plans
- Add Attachments to an Inspection Item
- Add Bid Leveling Notes to a Bidder
- Add Bidders to a Bid Form
- Add Budgeted Production Quantities to a Project's Budget
- Add Business Entities as a Payor
- Add Change Event Line Items
- Add Columns to a Budget View for ERP Job Cost Transaction Detail
- Add Comments for Projects from the Dashboard in Portfolio Financials
- Add Comments to a Task (iOS)
- Add Comments to an Inspection Item
- Add Comments to an Inspection Item (Android)
- Add Comments to an Inspection Item (iOS)
- Add Comments to Punch List Items
- Add Comments to Tasks (Android)
- Add Company Cost Codes
- Add Company Cost Types
- Add Company Level Inspection Templates to Your Project
- Add Company Level Observation Types
- Add Conditional Logic to a Company Level Inspection Template
- Add Conditional Logic to a Project Level Inspection Template
- Add Contacts as References for Vendors in Portfolio Financials
- Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
- Add Custom Options for Incident Fields
- Add Custom Response Sets to a Company Level Inspection Template
- Add Custom Segments
- Add Custom Segments to the Project Budget Code Structure
- Add Custom Translations to Observation Types
- Add Custom Views for Procore Analytics
- Add Daily Construction Report Entries (Android)
- Add Daily Construction Report Entries (iOS)
- Add Daily Log Entries (iOS)
- Add Delay Entries (Android)
- Add Delay Entries (iOS)
- Add Deliveries Entries (iOS)
- Add Deliveries Log Entries (Android)
- Add Disbursement Contributors as a Payor
- Add Documents to the Project Page in Portfolio Financials
- Add Dumpster Entries (Android)
- Add Dumpster Entries (iOS)
- Add Equipment
- Add Equipment Entries on a T&M Ticket
- Add Equipment Entries to a Daily Log (Android)
- Add Equipment Entries to a Daily Log (iOS)
- Add Equipment to a Project (Android)
- Add Equipment to a Project (iOS)
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Add Favorites to the Company Tools Menu
- Add Favorites to the Project Tools Menu
- Add Filters to the Change Orders Tab on a Prime Contract
- Add Filters to the Portfolio Views
- Add Financial Markup to Commitment Change Orders
- Add Financial Markup to Prime Contract Change Orders
- Add Financial Markup to Prime Contract Change Orders
- Add Financial Markup to Prime Contract Change Orders (Beta)
- Add Funding Accounts as a Payor
- Add Inclusions and Exclusions to Estimates
- Add Inspection Entries (iOS)
- Add Inspections Entries (Android)
- Add Insurance to a Company Record in the Company Directory
- Add Invoice Contacts to a Purchase Order or Subcontract
- Add Item Pin to the Map
- Add Items to a Cost Catalog
- Add Items to a Cost Catalog from Estimating
- Add Items to a Message in the Conversations Tool
- Add Items to a Message in the Conversations Tool (Android)
- Add Items to a Message in the Conversations Tool (iOS)
- Add Items to a Transmittal
- Add Line Items to a Schedule of Values on a Prime Contract
- Add Locations (Android)
- Add Locations (iOS)
- Add Locations to a Project
- Add Manpower Entries (Android)
- Add Manpower Entries (iOS)
- Add Markups in the Document Management Tool
- Add Measurements to a Drawing
- Add Measurements to a Drawing (Android)
- Add Measurements to a Drawing (iOS)
- Add Meeting Minutes
- Add Meeting Minutes (Android)
- Add Meeting Minutes (iOS)
- Add Negative Takeoffs
- Add New Companies and Contacts to the Company Directory from the Bidding Tool
- Add New Project Dates
- Add Non-Contract Invoices in Portfolio Financials
- Add Notes Entries (Android)
- Add Notes Entries (iOS)
- Add Notes to an Action Plan Item (Android)
- Add Notes to an Action Plan Item (iOS)
- Add Notes to Individual Line Items on an Estimate
- Add Notes to the Bid List
- Add Observations to a Drawing
- Add Observations to a Drawing (Android)
- Add Observations to a Drawing (iOS)
- Add or Edit a File Description in the Company Level Documents Tool
- Add or Edit a File Description in the Project Level Documents Tool
- Add or Edit Tags for Projects in Resource Planning
- Add or Manage Comments on a Coordination Issue
- Add or Manage Documents for a Bid Room in Portfolio Financials
- Add or Manage Holds in Portfolio Financials
- Add or Manage Project Types in Portfolio Financials
- Add or Manage Schedule of Values for a Budget in Portfolio Financials
- Add or Manage Schedule of Values for a Cost Item in Portfolio Financials
- Add or Remove a User
- Add or Remove Assignments from Categories
- Add or Remove Equipment from Projects in the Company Equipment Tool
- Add or Remove Equipment from Projects in the Project level Equipment Tool
- Add or Remove Payments Admins as a Payor
- Add or Remove Requests from Categories
- Add Owner Team Contacts to the Contract Room in Portfolio Financials
- Add Payments Beneficiary Approvers as a Payor
- Add Payments Disbursers as a Payor
- Add People to Resource Planning
- Add Phone Calls Entries (Android)
- Add Phone Calls Entries (iOS)
- Add Photos Entries (iOS)
- Add Photos Entries to Daily Log (Android)
- Add Photos to a Drawing
- Add Photos to a Drawing (Android)
- Add Photos to a Drawing (iOS)
- Add Photos to a Drawing from the Camera (iOS)
- Add Photos to a Location (Android)
- Add Photos to a Location (iOS)
- Add Photos to an Inspection Item (Android)
- Add Photos to an Inspection Item (iOS)
- Add Plan Revision Entries (iOS)
- Add Plan Revisions Entries (Android)
- Add Productivity Entries (Android)
- Add Productivity Entries (iOS)
- Add Project Dates to the Project Home Page
- Add Project Insurance to a Company Record in the Project Directory
- Add Project Level Observation Types
- Add Project Milestones to the Project Home Page
- Add Project Notes
- Add Punch List Items to a Drawing
- Add Punch List Items to a Drawing (Android)
- Add Punch List Items to a Drawing (iOS)
- Add Quantities Entries (Android)
- Add Quantities Log Entries (iOS)
- Add Quantities to a Timesheet
- Add Quantities to a Timesheet (Android)
- Add Quantities to a Timesheet (iOS)
- Add Records to Action Plan Items
- Add Records to Action Plan Items (Android)
- Add Records to Action Plan Items (iOS)
- Add Related Items to a Scheduled Task
- Add Related Items to a Submittal
- Add Required Compliance Documents to Compliance Templates
- Add Resources to a Timesheet
- Add Resources to a Timesheet (Android)
- Add Resources to a Timesheet (iOS)
- Add Root Cause Analysis Fields
- Add Safety Violation Log Entries (iOS)
- Add Safety Violations Entries (Android)
- Add Scheduled Work Entries (iOS)
- Add Scheduled Work Log Entries (Android)
- Add Segment Items
- Add Segment Items to a Project
- Add Signers to an Inspection
- Add Signers to an Inspection (Android)
- Add Signers to an Inspection (iOS)
- Add Someone as an Employee of Your Company
- Add Spec Sections to the Admin Tool
- Add Sub-Tier Subcontractor Information to a Subcontractor Invoice
- Add Sub-Tier Subcontractor Information to Commitments
- Add Subcontractor Invoices to a 'Draft' Disbursement
- Add Takeoffs
- Add Task Categories
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Change Events Columns to a Budget View (Including Revenue ROM)
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the Columns for the 'Budget Changes' Feature to a Budget View
- Add the Instructions Tool to a Project
- Add the Project Team to the Project Home Page
- Add the Unit-Based Columns to a Procore Budget View
- Add Timecard Entries (Android)
- Add Timecards Entries (iOS)
- Add Users to a Company
- Add Vendor Contacts in Portfolio Financials
- Add Vendor Team Contacts to the Contract Room in Portfolio Financials
- Add Viewpoint® Spectrum® Standard Cost Codes to a Project
- Add Viewpoint® Vista™ Standard Cost Codes to a Project
- Add Visitor Entries (iOS)
- Add Visitors Entries (Android)
- Add Waste Entries (Android)
- Add Waste Log Entries (iOS)
- Add Weather Entries (Android)
- Add Weather Log Entries (iOS)
- Add Worker and Employee Entries on a T&M Ticket
- Add, Edit, or Delete Project Details from the Project Overview
- Add, Edit, or Delete Project Links from the Project Overview
- Add, Edit, or Delete the Project Message and Notes from the Project Overview
- Add, Modify, or Remove Project Links on the Project Home Page
- Add/Edit a Description to a Photo in Procore Drive
- Additional Project Actions
- Adjust or Crop a Layer
- Adjust Retainage by Line Item in Portfolio Financials
- Aggregate Data in a Company Single Tool Report
- Aggregate Data in a Project Single Tool Report
- Allow Users To Delete Published Markups
- Allow Collaborators to Submit Field-Initiated Change Orders
- Allow or Disallow Users to Create Locations within a Tool
- Allow User Installs
- Allow Users to Create New Projects
- Allow Users to Update the Project Schedule's 'Percent Complete' Field
- Amount Based Data Entry
- Analyze Variance Between Budget Snapshots
- Android Mobile App
- App Preferences (Android)
- App Preferences (iOS)
- Apply a Folder Template for Project Documents in Portfolio Financials
- Apply a Milestone Template to a Project in Portfolio Financials
- Apply a Project Template to a New Project
- Apply a Submittal Workflow Template to a Submittal
- Apply a Template in the Bid Board Tool
- Apply a Template to the Cost Tracker in Portfolio Financials
- Apply Advanced Forecasting Curves
- Apply Configurable Fieldsets to Projects
- Apply Filters to the Project Status Snapshots Tool (Beta)
- Apply the View, Group, and Filter Options on the Budget Detail Tab
- Apply the View, Snapshot, Group, and Filter Options on a Budget View
- Approve a Beneficiary Bank Account as a Payor
- Approve a Prime Contract
- Approve a Timesheet
- Approve a Timesheet (Android)
- Approve a Timesheet (iOS)
- Approve an Action Plan to be Performed
- Approve an Action Plan to be Performed (Android)
- Approve an Action Plan to be Performed (iOS)
- Approve and Sign a Subcontract
- Approve Budget Changes
- Approve or Reject a Change Order
- Approve or Reject a Change Order in Portfolio Financials
- Approve or Reject an Invoice in Portfolio Financials
- Approve or Reject Commitment Change Orders
- Approve or Reject Daily Log Entries
- Approve or Reject Funding Change Orders
- Approve or Reject Pending Entries (iOS)
- Approve or Reject Prime Contract Change Orders
- Approve or Reject Project Connection Request
- Approve Owner Invoices (Beta)
- Approve Owner Invoices (Legacy)
- Approve Prime Contracts (Beta)
- Approve, Reject, or Comment on Meeting minutes as an Attendee
- Archive a Company Level Form Template
- Archive a Correspondence Item
- Archive a Project in Portfolio Financials
- Archive a Workflow Template
- Archive an Email
- Archive an ERP Company in Procore
- Archive and Unarchive Cost Codes Synced with an ERP Integration
- Arrange the Company Budget Code Structure
- Arrange the Project Budget Code Structure
- Ask Procore Assist a Question
- Ask Procore Copilot a Question
- Asset Properties and Filtering
- Assign a 360 Report to All Projects
- Assign a Budget Code from an Estimate in the Estimating Tool
- Assign a Budget Code in an Estimate in the Bid Board and Portfolio Planning Tools
- Assign a Budget View to a Procore Project
- Assign a Company Permissions Template to a User in the Company Directory
- Assign a Compliance Template to a Procore Project
- Assign a Default Workflow Template for Procore Pay
- Assign a Prequalification Primary Contact
- Assign a Project Permissions Template to a User in the Company Directory
- Assign a Project Permissions Template to a User in the Project Directory
- Assign a Single Tool Report to All Projects
- Assign a User as a Bid Contact in Your Free Procore Account
- Assign a User as a Bid Contact in Your Free Procore Account (Android)
- Assign a User as a Bid Contact in Your Free Procore Account (iOS)
- Assign a Workflow Template to a Project
- Assign an Approval Workflow Template to a Building in Portfolio Financials
- Assign an Office Location to a Project
- Assign an RFI to Bid Room Team Member in Portfolio Financials
- Assign and Send an RFQ to a Collaborator
- Assign Company Permissions Templates in the Permissions Tool
- Assign Default Cost Types To ERP Standard Cost Codes
- Assign Default Project Permissions Templates in the Permissions Tool
- Assign or Remove a Company Level Inspection Template from a Project
- Assign Project Cost Codes to Sub Jobs
- Assign Project Roles for Resource Planning
- Assign Project Roles from the Company Directory
- Assign Resources to Microsoft Project Users
- Associate a Model with a Procore Project
- Associate a Model with a Procore Project for the Models Tool
- Associate an Allocation Rule with an Item in Portfolio Financials
- Attach a File to an Asset
- Attach Files to a Daily Log (Android)
- Attach Files to a Daily Log (iOS)
- Authorize Disbursements
- Auto-Publish Model Revisions from the Documents Tool
- Automatic Drawing Sheet Linking
- Award a Bid and Convert it to a Subcontract or Purchase Order
- Award a Winning Bid and Convert it into a Purchase Order
- Award a Winning Bid and Convert it into a Subcontract
- Basics of Portfolio View
- Basics of Table View
- Batch Edit and Delete
- Best Practices for Bid Room Collaborators in Portfolio Financials
- Best Practices for Configuring T&M Tickets
- Best Practices for Creating a Payments Workflow
- Best Practices for Creating an Owner Invoice Workflow (Beta)
- Best Practices for Field Team Members Using the Document Management Tool
- Best Practices for Using the Tasks Tool
- Bluebeam Overview
- Break Down an Overall Project Budget in Portfolio Financials
- Build an Agent
- Bulk Add Users and Companies to a Project Directory
- Bulk Create Commitment Change Orders from a Change Event
- Bulk Delete Observations
- Bulk Delete Resource Assignments
- Bulk Delete Resource Requests
- Bulk Edit Observations
- Bulk Edit Photos
- Bulk Edit Photos (Android)
- Bulk Edit Photos (iOS)
- Bulk Edit Resource Assignments
- Bulk Edit Resource Requests
- Bulk Edit Subcontractor Invoice Status with the Invoicing Tool
- Bulk Edit Submittals in a Package
- Bulk Enter Time Entry (Android)
- Bulk Enter Time Entry (iOS)
- Bulk Enter Timecard Entries on a Timesheet
- Bulk Import Emails
- Bulk Invite Companies to Prequalify
- Bulk Remove Company Inspection Templates
- Bulk Retrieve Observations
- Bulk Review Submittals in a Package
- Calibrate the Model in Augmented Reality (iOS)
- Cancel Premium Estimating Subscription for Your Free Procore Account
- Change a Drawing Version's Number
- Change a Project's Stage of Construction
- Change a Project's Status to Active or Inactive
- Change a User’s Level of Access
- Change a User’s Level of Access
- Change a User's Permission Template for Resource Planning
- Change a User's Permissions in the Project Directory
- Change a User's Permissions to Company Tools in the Company Directory
- Change a User's Project Permissions Template in the Company Directory
- Change Columns on the Cost Tracker in Portfolio Financials
- Change Companies in Procore's Navigation Bar
- Change Compliance Template Names
- Change Permission Settings on a Folder or File in the Project Level Documents Tool
- Change Privacy Settings for a Folder or File in the Project Level Documents Tool (iOS)
- Change Privacy Settings on a Folder or File in the Company Level Documents Tool (Android)
- Change Privacy Settings on a Folder or File in the Company Level Documents Tool (iOS)
- Change the Ball in Court on a Submittal
- Change the Default Payment Method as a Payee
- Change the Name of a Procore Project
- Change the Privacy Settings for a Commitment
- Change the Project Address
- Change the Project Manager for a Project in Portfolio Financials
- Change the Project Stage from the Project Overview
- Change the Status of a Correspondence Item
- Change the Status of a Snapshot in the Project Status Snapshots Tool
- Change the Status of a Task
- Change the Status of a Task (Android)
- Change the Status of a Task (iOS)
- Change the Status of an RFI (Android)
- Change the Status of an RFI (iOS)
- Change Your Account Language in 'My Profile Settings'
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Check Files In or Out in the Company Level Documents Tool
- Check Files In or Out in the Project Level Documents Tool
- Check in Project Equipment (Android)
- Check in Project Equipment (iOS)
- Check Out/In a File in Procore Drive
- Check Synced ERP Job Costs for Accuracy
- Check the Status of Your Bid
- Choose an "Official Response" for an RFI
- Claim your Business on the Procore Construction Network
- Clear an Integrated Schedule
- Clock Your Time (Android)
- Clock Your Time (iOS)
- Clone a Company 360 Report
- Clone a Company Level Inspection Template
- Clone a Company Single Tool Report
- Clone a Project 360 Report
- Clone a Project Inspection Template to a Company
- Clone a Project Level Inspection Template
- Clone Change Events
- Close a Coordination Issue
- Close a Punch List Item
- Close a Punch List Item (Android)
- Close a Punch List Item (iOS)
- Close a Submittal
- Close an Incident
- Close an Inspection
- Close an Observation
- Close an Observation (Android)
- Close an Observation (iOS)
- Close an RFI
- Close Incidents (Android)
- Close Incidents (iOS)
- Close or Reopen a T&M Ticket
- Close Out a Project
- Close Out a Project in Portfolio Financials
- company details
- Compare Bids in Portfolio Financials
- Compare Documents in the Document Management Tool
- Compare Drawing Revisions
- Compare Drawings (Android)
- Compare Drawings (iOS)
- Compare Projects in Portfolio Financials and Capital Planning
- Compile Subcontractor Invoice Backups with the Invoicing Tool
- Complete a Commitment Change Order with DocuSign®
- Complete a Commitment Contract with DocuSign®
- Complete a Contract or Change Order in Portfolio Financials with DocuSign®
- Complete a Correspondence Item with DocuSign®
- Complete a Potential Change Order for a Prime Contract with DocuSign®
- Complete a Prime Contract Change Order with DocuSign®
- Complete a Prime Contract with DocuSign®
- Complete Information for Documents in the Document Management Tool
- Complete Owner Invoices with DocuSign®
- Complete Subcontractor Invoices with DocuSign®
- Complete the Transactional MFA Challenge for Disbursements
- Complete Trade Setup Details for a Bid Room in Portfolio Financials
- Complete Your Company Profile for the Procore Construction Network
- Configure a Custom Budget Report
- Configure a Power BI Report for Project Filtering in Procore
- Configure a Prefix and Starting Number for RFIs
- Configure a Prime Contract's Advanced Settings (Beta)
- Configure a Project Template
- Configure a Workflow Template on a Project
- Configure Access and Settings for the Conversations Tool
- Configure Action Plans Notification Settings
- Configure Administrative Settings: Company Admin
- Configure Advanced Settings for a Change Event
- Configure Advanced Settings: Bidding
- Configure Advanced Settings: Change Orders
- Configure Advanced Settings: Commitments
- Configure Advanced Settings: Company Directory
- Configure Advanced Settings: Company Documents
- Configure Advanced Settings: Company Equipment
- Configure Advanced Settings: Company Level Inspections
- Configure Advanced Settings: Company Schedule
- Configure Advanced Settings: Connection Manager
- Configure Advanced Settings: Coordination Issues
- Configure Advanced Settings: Correspondence
- Configure Advanced Settings: Daily Log
- Configure Advanced Settings: Direct Costs
- Configure Advanced Settings: Drawings
- Configure Advanced Settings: Emails
- Configure Advanced Settings: ERP Integrations
- Configure Advanced Settings: Forms
- Configure Advanced Settings: Incidents
- Configure Advanced Settings: Instructions
- Configure Advanced Settings: Meetings
- Configure Advanced Settings: Observations
- Configure Advanced Settings: Photos
- Configure Advanced Settings: Planroom
- Configure Advanced Settings: Portfolio
- Configure Advanced Settings: Prequalifications
- Configure Advanced Settings: Project Directory
- Configure Advanced Settings: Project Documents
- Configure Advanced Settings: Project Level Inspections
- Configure Advanced Settings: Project Level Timesheets
- Configure Advanced Settings: Project Schedule
- Configure Advanced Settings: Punch List
- Configure Advanced Settings: RFIs
- Configure Advanced Settings: Specifications
- Configure Advanced Settings: T&M Tickets
- Configure Advanced Settings: Tasks
- Configure Advanced Settings: Timecard
- Configure Advanced Settings: Transmittals
- Configure Alerts and Severity for Incidents
- Configure and Customize Insights
- Configure and Export a Project Cost Report in Portfolio Financials
- Configure Assignment and Request Statuses for Resource Planning
- Configure Columns for an Estimate
- Configure Columns for Data Extracts
- Configure Columns for the Company Equipment Tool
- Configure Columns for the Project Status Snapshots Tab of the Budget Tool
- Configure Columns for the Project Status Snapshots Tool
- Configure Company Details in Resource Planning
- Configure Company Webhooks
- Configure Connection Approval Settings
- Configure Cost Code Preferences for ERP
- Configure Costing in Resource Planning
- Configure Custom Fields for Resource Planning
- Configure Custom Fields for the Procore Analytics Risk Report
- Configure Custom SSO for Procore
- Configure Custom Statuses for Equipment
- Configure Default Assignment Alerts for Resource Planning
- Configure Default Drawing Disciplines
- Configure Default Estimating Settings
- Configure Default Views for Estimating
- Configure Dynamic Grouping on an Estimate
- Configure Equipment Categories, Types, and Makes
- Configure Equipment Telematics Connection for Caterpillar
- Configure Equipment Telematics Connection for John Deere
- Configure Equipment Telematics Connection for Samsara
- Configure Filters for Data Extracts
- Configure General Company Timesheets Settings
- Configure Google SSO for Procore
- Configure Grouping for Data Extracts
- Configure Groups for Resource Planning
- Configure IdP-Initiated SSO for Microsoft Azure AD (Entra ID)
- Configure IdP-Initiated SSO for OneLogin
- Configure Integration Settings for Resource Planning
- Configure Job Titles for Resource Planning
- Configure Meeting Templates
- Configure Notification Profiles for Resource Planning
- Configure Overtime Rules for Timesheets
- Configure Payment Processing as a Payor
- Configure Payment Requirements as a Payor
- Configure Payroll Settings for Timesheets
- Configure Procore for IdP-Initated Okta SSO
- Configure Procore Pay Fee Collection for a Procore Project
- Configure Project Insights
- Configure Project Overview Screen Preferences (Android)
- Configure Project Overview Screen Preferences (iOS)
- Configure Project Settings from the Company Admin Tool
- Configure Project Webhooks
- Configure QR Codes for Resource Planning
- Configure Quick Create Settings (Android)
- Configure Quick Create Settings (iOS)
- Configure Schedule Notification Emails
- Configure Sensitive Fields for Resource Planning
- Configure Settings for an Estimate in the Estimating Tab
- Configure Settings for Exporting Inspections as PDFs
- Configure Settings for Procore Tools in Data Extracts
- Configure Settings: Bid Board
- Configure Settings: Budget
- Configure Settings: Change Events
- Configure Settings: Company 360 Reporting
- Configure Settings: Company Level Work Breakdown Structure
- Configure Settings: Cost Catalog
- Configure Settings: Document Management
- Configure Settings: Estimating
- Configure Settings: Invoicing
- Configure Settings: Prime Contracts
- Configure Settings: Project 360 Reporting
- Configure Settings: Project Admin
- Configure Settings: Submittals Tool
- Configure Settings: Workflows
- Configure Single Sign-On in the Company Admin Tool
- Configure SP-Initiated SSO for Procore in Azure AD (Entra ID)
- Configure SP-Initiated SSO for Procore in Okta
- Configure SP-Initiated SSO for Procore in OneLogin
- Configure Tags for Resource Planning
- Configure Tax Code Settings
- Configure the Add Filter Options for the Portfolio Tool
- Configure the Default Privacy Settings for New Commitments
- Configure the ERP Budget Export Settings for Sage 300 CRE®
- Configure the Financial Health Section for the Health Dashboard
- Configure the Map View
- Configure the Number of Change Order Tiers on a Project Financials Tool
- Configure the Number of Commitment Change Order Tiers
- Configure the Number of Prime Contract Change Order Tiers
- Configure the Procore Analytics Adoption Report
- Configure the Project Team on the Project Home Page
- Configure the Settings for a Payments Workflow Template
- Configure the Sync Schedule for your ERP Integration
- Configure the Tool Order for a Project (Android)
- Configure the Vendor Type Import Settings for QuickBooks® Desktop
- Configure the Vendor Type Import Settings for Sage 100 Contractor®
- Configure the Vendor Type Import Settings for Sage 300 CRE®
- Configure the Vendor Type Import Settings for Viewpoint® Spectrum®
- Configure Tool Order for a Project (iOS)
- Configure Tool Settings from the Company Admin Tool
- Configure View for Assignments Gantt
- Configure View for the Projects List
- configure workflow templates on projects
- Configure Your Company For the Timecard Tool
- Configure Your Company Settings
- Configure Your View for Takeoffs
- Configure Your View in the Document Management Tool
- Configure Your View in the Document Management Tool (Android)
- Configure Your View in the Document Management Tool (iOS)
- Configure Your View in the Estimating Tool
- Configure your View in the Meetings Tool
- Connect Power BI Report to Read Only Replica
- Connect to Amazon S3 Using Python
- Connect to Databricks
- Connect to Power BI Desktop
- Connect Your Procore Data by Downloading Analytics Models
- Consolidate and Link ERP Companies to Procore Companies
- Consolidate Duplicate Companies in the Company Directory
- Convert a Meeting from Agenda to Minutes (iOS)
- Convert a Meeting from Agenda to Minutes Mode
- Convert a Meeting from Agenda to Minutes Mode (Android)
- Copy a Company Single Tool Report
- Copy a Configurable Fieldset
- Copy a Daily Log
- Copy a Daily Log (Android)
- Copy a Daily Log Item (iOS)
- Copy a Group to Another Project
- Copy a Previous Timesheet
- Copy a Project Single Tool Report
- Copy a Timesheet (Android)
- Copy a Timesheet (iOS)
- Copy Action Plan Items and Sections
- Copy Bid Forms from a Previous Bid Package
- Copy Company Cost Codes to a Project
- Copy Company WBS Segments to a Project
- Copy Cost Catalog Items
- Copy Directory From One Project to Another
- Copy Documents to a Bid Room in Portfolio Financials
- Copy Items on the Assignment Gantt
- Copy or Move a Group to Another Estimate
- Create a Bid Form
- Create a Bid Form in Portfolio Financials
- Create a Bid Package
- Create a Bid Package with Bid Management Enhanced Experience
- Create a Bid Room in Portfolio Financials
- Create a Bid Template
- Create a Bid Template Collection
- Create a Bidding Report
- Create a Bluebeam Studio Session
- Create a Budget Modification
- Create a Budget Modification from a Change Event
- Create a Budget Snapshot
- Create a Calculated Column in a 360 Report
- Create a Calculated Column in a Project 360 Report
- Create a Calculated Column in a Project Single Tool Report
- Create a Calculated Column in a Single Tool Report
- Create a Calendar Item
- Create a Change Event (Android)
- Create a Change Event (iOS)
- Create a Change Event from a Meeting
- Create a Change Event from a T&M Ticket
- Create a Change Event from an Email
- Create a Change Event from an Instruction
- Create a Change Event from an Observation
- Create a Change Event from an RFI
- Create a Change Event from an RFI (Android)
- Create a Change Event from an RFI (iOS)
- Create a Change Order
- Create a Change Order from a Change Event
- Create a Change Order Request for a Prime Contract
- Create a Change Request for a Prequalification Form
- Create a Commitment Change Order
- Create a Commitment Change Order from a Change Event
- Create a Commitment Change Order from a Prime Contract Change Order
- Create a Commitment Potential Change Order
- Create a Commitment Potential Change Order from a Change Event
- Create a Company 360 Report
- Create a Company 360 Report Using a Template
- Create a Company Level Action Plan Template
- Create a Company Level App Configuration
- Create a Company Level Form Template
- Create a Company Level Inspection Template
- Create a Company Level Observation Template
- Create a Company Level Punch Item Template
- Create a Company Permissions Template
- Create a Company Report Dashboard
- Create a Company Single Tool Report
- Create a Configurable PDF of an Owner Invoice (Legacy)
- Create a Contract Room in Portfolio Financials
- Create a Coordination Issue
- Create a Coordination Issue in the Model Viewer
- Create a Correspondence Item
- Create a Correspondence Item (Android)
- Create a Correspondence Item (iOS)
- Create a Correspondence Item from an RFI
- Create a Cost Item Detail Report in Portfolio Financials and Capital Planning
- Create a Cost Tracker Column Configuration in Portfolio Financials
- Create a Crew
- Create a Crew (Android)
- Create a Crew (iOS)
- Create a Custom Budget Report
- Create a Custom Financial Line Items Report to Compare Budget Snapshots
- Create a Custom Prequalification Question
- Create a Custom Report for Action Plans
- Create a Custom Report in Portfolio Financials and Capital Planning
- Create a Custom Response Set for Inspections
- Create a Custom Submittals Report
- Create a Custom Time Type
- Create a Data Extract
- Create a Direct Cost
- Create a Drawing Set
- Create a Folder (Android)
- Create a Folder (iOS)
- Create a Folder in the Company Level Documents Tool (iOS)
- Create a Folder in the Company Level Documents Tool(Android)
- Create a Follow-up Meeting
- Create a Free Procore Company Account
- Create a Global App Configuration
- Create a Group in the Conversations Tool
- Create a Group in the Conversations Tool (Android)
- Create a Group in the Conversations Tool (iOS)
- Create a Labor Plan
- Create a Lookahead Schedule
- Create a Maintenance Record for Equipment
- Create a Meeting
- Create a Meeting (Android)
- Create a Meeting (iOS)
- Create a Meeting from a Template
- Create a Meeting Template
- Create a New Correspondence Type
- Create a New Expense Allocation
- Create a New Folder for Project Documents in a Portfolio Financials
- Create a New Folder in the Company Level Documents Tool
- Create a New Folder in the Project Level Documents Tool
- Create a New Project
- Create a New Project
- Create a New Submittal in a Submittal Package
- Create a Non-Budgeted Source View
- Create a Payment Received for a Prime Contract
- Create a Payment Schedule
- Create a Payment Schedule (Legacy)
- Create a Permission Group for the Document Management Tool
- Create a Photo Album
- Create a Photo Album (Android)
- Create a Photo Album (iOS)
- Create a Potential Change Order for a Prime Contract
- Create a Potential Change Order from an RFI
- Create a Prime Contract Change Order
- Create a Prime Contract Change Order from a Change Event
- Create a Prime Contract from an Estimate
- Create a Prime PCO from a Change Event
- Create a Project 360 Report
- Create a Project 360 Report from a Template
- Create a Project Boundary from an Address Search
- Create a Project Cost Reporting View in Portfolio Financials
- Create a Project in the Bid Board
- Create a Project Level Inspection Template
- Create a Project Level Observation Template
- Create a Project Level Punch Item Template
- Create a Project Permissions Template
- Create a Project Report Dashboard
- Create a Project Single Tool Report
- Create a Project Specific Permissions Template from the Project Directory
- Create a Punch Item Template Category at the Company Level
- Create a Punch Item Template Category at the Project Level
- Create a Punch List Item
- Create a Punch List Item (Android)
- Create a Punch List Item (iOS)
- Create a Punch List Item from a Location (Android)
- Create a Punch List Item from a Location (iOS)
- Create a Punch List Item with Quick Capture (Android)
- Create a Punch List Item with Quick Capture (iOS)
- Create a Purchase Order (Android)
- Create a Purchase Order (iOS)
- Create a Purchase Order (Legacy)
- Create a Purchase Order from a Change Event
- Create a Purchase Order from an Estimate
- Create a Record for a Payment Received
- Create a Reinspection (Android)
- Create a Reinspection (iOS)
- Create a Resource Request
- Create a Saved View in the Document Management Tool
- Create a Schedule of Values on a Prime Contract using the Project's Budget
- Create a Specification Set
- Create a Standard Project Folder Structure for the Documents Tool
- Create a Subcontract (Legacy)
- Create a Subcontract from a Change Event
- Create a Subcontractor Invoice for Release of Retainage in the Invoicing Tool
- Create a Subcontractor Invoice for the Release of Retainage (Legacy)
- Create a Subcontractor Invoice on Behalf of an Invoice Contact
- Create a Subcontractor Schedule of Values (SSOV)
- Create a Submittal
- Create a Submittal Package
- Create a Submittal Revision
- Create a T&M Ticket
- Create a T&M Ticket (Android)
- Create a T&M Ticket (iOS)
- Create a Tag to Filter Emails
- Create a Timecard
- Create a Timesheet
- Create a Timesheet (Android)
- Create a Timesheet (iOS)
- Create a Transmittal
- Create a User Account in the Project Directory
- Create a User Activity Report in 360 Reporting
- Create a Workflow Template
- Create Accident Entries
- Create Action Plan Statuses
- Create Action Plan Types
- Create Action Plan Verification Methods
- Create an Action Plan
- Create an Album in Procore Drive
- Create an Allowance and/or Contingency Report
- Create an App Configuration and Apply it to Projects
- Create an App Configuration in a Project
- Create an Approval Workflow Template in Portfolio Financials
- Create an Email
- Create an Equipment Inspection (Android)
- Create an Equipment Inspection (iOS)
- Create an Equipment Record (Android)
- Create an Equipment Record (iOS)
- Create an Equipment Record in the Company Equipment Tool
- Create an Equipment Record in the Project Equipment Tool
- Create an External RFI 360 Report
- Create an hh2 Service Account in Sage 100 Contractor®
- Create an hh2 Service Account in Sage 300 CRE®
- Create an Incident
- Create an Incident from a Location (Android)
- Create an Incident from a Location (iOS)
- Create an Inspection
- Create an Inspection (Android)
- Create an Inspection (iOS)
- Create an Inspection from a Location (Android)
- Create an Inspection from a Location (iOS)
- Create an Inspection Schedule
- Create an Inspection Type
- Create an Instruction (Android)
- Create an Instruction (iOS)
- Create an Instruction from an RFI
- Create an Invoice on Behalf of an Invoice Contact (Legacy)
- Create an Invoice Report in Portfolio Financials and Capital Planning
- Create an Observation
- Create an Observation (Android)
- Create an Observation (iOS)
- Create an Observation from a Location (Android)
- Create an Observation from a Location (iOS)
- Create an Observation from an Inspection
- Create an Observation from an Inspection (Android)
- Create an Observation from an Inspection (iOS)
- Create an Observation with Quick Capture (Android)
- Create an Observation with Quick Capture (iOS)
- Create an Owner Invoice (Legacy)
- Create an RFI
- Create an RFI (Android)
- Create an RFI (iOS)
- Create an RFI from a Location (Android)
- Create an RFI from a Location (iOS)
- Create and Apply a Manual Hold on an Invoice
- Create and Edit a Project Level Action Plan Template
- Create and Edit Collections
- Create and Edit Proposal Templates
- Create and Issue an Instruction
- Create and Link a New Correspondence Item from a Correspondence Response
- Create and Link an RFI, Change Event, or a Different Correspondence Item to an Existing Correspondence Item
- Create and Manage Custom Workflow Responses
- Create and Manage Project Categories for Resource Planning
- Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
- Create and Send a Correspondence Item from Gmail
- Create and View an RFI Report
- Create Announcements (Android)
- Create Announcements (iOS)
- Create Assemblies for a Cost Catalog
- Create Automatic Billing Periods
- Create Before and After Photos (Android)
- Create Before and After Photos (iOS)
- Create Budget Changes
- Create Budget Changes from a Change Event
- Create Budget Codes in Procore's Project Financials Tools
- Create Change Events
- Create Compliance Templates
- Create Compliance Templates for Projects as a Company Admin
- Create Contract Compliance Documents for Commitments as an Invoice Administrator
- Create Coordination Issues from a Model (Android)
- Create Coordination Issues from a Model (iOS)
- Create Coordination Issues on a Drawing
- Create Custom Assignment Alerts for Projects
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create Daily Construction Report Entries
- Create Daily Log Entries as a Collaborator
- Create Daily Log Entries with Quick Capture (iOS)
- Create Daily Log Items
- Create Delay Entries
- Create Delivery Entries
- Create Disbursements
- Create Dumpster Entries
- Create Equipment Entries
- Create Equipment from a T&M Ticket (Android)
- Create Equipment from a T&M Ticket (iOS)
- Create Incidents (Android)
- Create Incidents (iOS)
- Create Inspection Entries
- Create Inspections on a Drawing (iOS)
- Create Items from Photos (Android)
- Create Items from Photos (iOS)
- Create Lien Waiver Templates
- Create Manpower Entries
- Create Manual Billing Periods
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create Note Entries
- Create Notes About People in Resource Planning
- Create Notes About Projects in Resource Planning
- Create Observations from a Model (iOS)
- Create Observations with Quick Capture from a Drawing (iOS)
- Create Observed Weather Condition Entries
- Create or Link Coordination Issues on a Drawing
- Create or Link Coordination Issues on a Drawing (iOS)
- Create or Link RFIs on a Drawing
- Create Owner Invoices
- Create Pending Entries for Missing Companies
- Create Permissions Templates for Resource Planning
- Create Phone Call Entries
- Create Plan Revision Entries
- Create Prime Contract Change Orders (Beta)
- Create Prime Contracts
- Create Prime Contracts (Beta)
- Create Productivity Entries
- Create Project Fieldset
- Create Projects in Resource Planning
- Create Punch List Items with Quick Capture from a Drawing (iOS)
- Create QR Codes for People
- Create QR Codes for Projects in Resource Planning
- Create Quantity Entries
- Create Resource Assignments
- Create Resource Assignments Using Rapid Assign
- Create RFIs on a Drawing (Android)
- Create RFIs on a Drawing (iOS)
- Create RFQs from a Change Event
- Create Safety Violation Entries
- Create Saved Reports in Resource Planning
- Create Saved Views in Resource Planning
- Create Scheduled Work Entries
- Create Standard Cost Codes in Procore and Sync to your ERP System
- Create Time Off in Resource Planning
- Create Timecard Entries
- Create Visitor Entries
- Create Waste Entries
- Create Your Company's Default Work Breakdown Structure
- Create Your Project's Work Breakdown Structure
- Create, Edit, or Delete Saved Views for RFIs
- Customize Daily Log Names
- Customize the Column Display in the Bidding Tool
- Customize the Column Display in the Company Directory Tool
- Customize the Column Display in the Company Level Timesheets Tool
- Customize the Column Display in the Correspondence Tool
- Customize the Column Display in the Inspections Tool
- Customize the Column Display in the Observations Tool
- Customize the Column Display in the Prequalification Tool
- Customize the Column Display in the Project Directory Tool
- Customize the Column Display in the Punch List Tool
- Customize the Column Display in the RFIs Tool
- Customize the Column Display in the Submittals Tool
- Customize the Column Display in the Transmittals Tool
- Customize the Payment Controls for Your Active Projects
- Daily Log Overview
- Deactivate a Bank Account as a Payee
- Deactivate a Batch of Companies in the Company Directory
- Deactivate a Company in the Company Directory
- Deactivate a Company in the Project Directory
- Deactivate a Contact in the Company Directory
- Deactivate a Punch Item Template on a Project
- Deactivate an Observation Template on a Project
- Deactivate Budget Codes on a Project
- Deactivate Compliance Templates as a Company Admin (Review)
- Deactivate Funding Accounts as a Payor
- Deactivate or Reactivate a User in Your Free Procore Account
- Deactivate or Reactivate a User in Your Free Procore Account (Android)
- Deactivate or Reactivate a User in Your Free Procore Account (iOS)
- Deactivate People in Resource Planning
- Deactivate Segment Items
- Deactivate User Accounts in the Company Directory
- Decline an Invitation to Bid for a Portfolio Financials Project
- Define a Procore Pay Rollout Strategy as a Payor (DRAFT)
- Delete a Bid Form
- Delete a Bid Package
- Delete a Budget Line Item
- Delete a Budget View
- Delete a Calendar Item
- Delete a CCO Synced with ERP
- Delete a Change Event
- Delete a Comment on a Meeting Item
- Delete a Comment on a Prequalification Form
- Delete a Commitment Change Order
- Delete a Commitment Synced with an Integrated ERP System
- Delete a Commitment Synced with ERP
- Delete a Company 360 Report
- Delete a Company Level Action Plan Template
- Delete a Company Level Form Template
- Delete a Company Level Inspection Template
- Delete a Company Level Observation Template
- Delete a Company Level Punch Item Template
- Delete a Company Permissions Template
- Delete a Company Single Tool Report
- Delete a Compliance Document from a Subcontractor Invoice
- Delete a Coordination Issue
- Delete a Crew
- Delete a Custom Response Set for Inspections
- Delete a Custom Submittal Report
- Delete a Custom Trade
- Delete a Daily Log (Android)
- Delete a Daily Log (iOS)
- Delete a Daily Log Entry
- Delete a Direct Cost
- Delete a Distribution Group from the Company Directory
- Delete a Distribution Group from the Project Directory
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Delete a Drawing Area
- Delete a Drawing Set
- Delete a Folder/File in Procore Drive
- Delete a Meeting
- Delete a Meeting Category
- Delete a Meeting Item
- Delete a Meeting Template
- Delete a Milestone in Portfolio Financials
- Delete a Model
- Delete a My Time Entry (Android)
- Delete a Permission Group in the Document Management Tool
- Delete a Photo Album
- Delete a Photo from the Recycle Bin
- Delete a Prime Contract
- Delete a Prime Contract Change Order
- Delete a Program
- Delete a Project 360 Report
- Delete a Project in Portfolio Financials
- Delete a Project in the Bid Board
- Delete a Project Level Action Plan Template
- Delete a Project Level Form
- Delete a Project Level Form (Android)
- Delete a Project Level Form (iOS)
- Delete a Project Permissions Template
- Delete a Project Single Tool Report
- Delete a Punch Item Template Category at the Company Level
- Delete a Punch Item Template Category at the Project Level
- Delete a Punch Item Template from a Project
- Delete a Punch List Item
- Delete a Purchase Order or Subcontract
- Delete a Resource Assignment
- Delete a Resource Request
- Delete a Response to an RFI
- Delete a Saved View in the Document Management Tool
- Delete a Specification Area
- Delete a Subcontractor Invoice
- Delete a Subcontractor Invoice from the Commitments Tool (Legacy)
- Delete a Submittal
- Delete a Submittal Package
- Delete a T&M Ticket
- Delete a Tag from the Emails Tool
- Delete a Task
- Delete a Task (Android)
- Delete a Task (iOS)
- Delete a Timecard
- Delete a Timecard Entry in the Company Level Timesheets Tool
- Delete a Timesheet
- Delete a Timesheet (Android)
- Delete a Timesheet (iOS)
- Delete a Transmittal
- Delete Action Plan Types
- Delete Action Plan Verification Methods
- Delete an Action Plan
- Delete an App Configuration
- Delete an Approval Workflow Template in Portfolio Financials
- Delete an Email
- Delete an Equipment Record in the Company Equipment Tool
- Delete an Incident
- Delete an Incident Record
- Delete an Inspection
- Delete an Inspection Schedule
- Delete an Inspection Template
- Delete an Inspection Type
- Delete an Instruction
- Delete an Instruction (Android)
- Delete an Instruction (iOS)
- Delete an Invoice in Portfolio Financials
- Delete an Observation
- Delete an Observation Template from a Project
- Delete an Office Location
- Delete an RFI
- Delete an RFI in Portfolio Financials
- Delete Attachments from the Submittal Workflow
- Delete Budget Changes
- Delete Budgeted Labor Hours and Budgeted Production Quantities
- Delete Budgeted Labor Hours and Budgeted Production Quantities for the Timesheets Tool
- Delete Change Events
- Delete Configurable Fieldsets
- Delete Cost Catalog Items
- Delete Cost Items from the Cost Tracker in Portfolio Financials
- Delete Cost Type Assignments from a Synced ERP Project Cost Code List
- Delete Custom Fields
- Delete Custom Options for Incident Fields
- Delete Custom Segments
- Delete Documents from a Bid Board Project
- Delete Drawing Markups
- Delete Drawing Markups (Android)
- Delete Drawing Markups (iOS)
- Delete Drawings
- Delete Files and Folders in the Company Level Documents Tool
- Delete Files and Folders in the Company Level Documents Tool (iOS)
- Delete Files and Folders in the Project Level Documents Tool
- Delete Files and Folders in the Project Level Documents Tool (iOS)
- Delete Folders and Files (Android)
- Delete Folders and Files in the Company Level Documents Tool (Android)
- Delete Lien Waiver Templates
- Delete Observation Types
- Delete or Inactivate a Project in Resource Planning
- Delete Owner Invoices
- Delete Owner Invoices
- Delete Pending or Unpublished Drawings
- Delete Pending Specification Uploads
- Delete People in Resource Planning
- Delete Permissions Templates for Resource Planning
- Delete Photos
- Delete Photos (Android)
- Delete Photos (iOS)
- Delete Photos/Albums in Procore Drive
- Delete Prime Contracts (Beta)
- Delete Project Cost Codes from an ERP Integrated Project
- Delete Project Level Observation Types
- Delete Quantities on a Timesheet
- Delete Related Items from Daily Log Entries
- Delete Root Cause Analysis Fields
- Delete Sections from the Cost Tracker in Portfolio Financials
- Delete Spec Sections from the Admin Tool
- Delete Specification Section Revisions
- Delete Sub Jobs from a Project
- Delete Task Categories
- Delete Tiered Locations from a Project
- Delete Time Off in Resource Planning
- Delete Unused Segment Items from a Project
- Delete Uploaded Documents in the Document Management Tool
- Designate an Insurance Manager for Your Procore Company
- Designate the 'Default Submittal Manager' for the Submittals Tool
- Designate the Default RFI Manager for a Project's RFIs
- Details
- Determine the Order in Which Change Orders were Approved
- Direct Costs
- Disable Daily Log Types for All Projects
- Disable Disbursements
- Disable Payments as a Payee
- Disable Push Notifications for Drawings (iOS)
- Disable the Procore Change Reason Pop-up in MS Project
- Disable Weekly Project and Resource Schedule Emails
- Disconnect a Connected Project
- Disconnect an Equipment Telematics Connection
- Display or Hide Your Activity Metrics on the Procore Construction Network
- Distribute a Meeting Agenda
- Distribute a Snapshot of a Company 360 Report
- Distribute a Snapshot of a Company Single Tool Report
- Distribute a Snapshot of a Project 360 Report
- Distribute a Snapshot of a Project Single Tool Report
- Distribute a Submittal
- Distribute and Redistribute Meeting Minutes
- Distribute the Submittals in a Package
- Document Management - Setup Guide
- Download a Data Extract
- Download a File (Android)
- Download a File (iOS)
- Download a File from the Company Documents Tool (Android)
- Download a File from the Company Level Documents Tool (iOS)
- Download a Photo (Android)
- Download a Photo (iOS)
- Download a Previous Version of a File in the Company Level Documents Tool
- Download a Previous Version of a File in the Project Level Documents Tool
- Download a Project Level Form
- Download a Schedule of Values PDF for a Contract in Portfolio Financials
- Download a Submittal's Attachments
- Download a vCard for a User Account in the Company Directory
- Download a vCard for a User Account in the Project Directory
- Download an Open Submittals Report
- Download Bid Documents
- Download Contract Documents in Portfolio Financials
- Download Documents from a Bid Board Project
- Download Documents from the Document Management Tool
- Download Documents from the Project Page in Portfolio Financials
- Download Drawings
- Download Drawings (Android)
- Download Files and Folders from the Company Level Documents Tool
- Download Files and Folders from the Project Level Documents Tool
- Download Files from Procore Drive
- Download Folders from Procore Drive
- Download Form Templates (Android)
- Download Form Templates (iOS)
- Download Items from the Map
- Download Observation Items (iOS)
- Download or Remove Models from a Mobile Device (Android)
- Download or Remove Models from a Mobile Device (iOS)
- Download Photos
- Download Photos/Albums in Procore Drive
- Download Procore BIM Plugins
- Download Punch List Items (Android)
- Download Punch List Items (iOS)
- Download RFI Attachments (iOS)
- Download Specifications
- Download Submittals Attachments (Android)
- Download Submittals Attachments (iOS)
- Download the Company or User Import Template
- Download the Procore Coordination Issues Plugin for Navisworks®
- Download the Procore Documents Plugin for Autodesk®
- Download the Procore Plugin for the Models Tool
- Download the Procore Plugin to Import Locations from Revit®
- Download the Submittals Import Template
- Draft an RFI with Assist (Beta)
- Drag and Drop Files into Procore's Company Documents Tool (iOS)
- Drag and Drop Files into Procore's Documents Tool (iOS)
- Drag and Drop Images into Procore's Photos Tool (iOS)
- Duplicate a Company Permissions Template
- Duplicate a Permission Group for the Document Management Tool
- Duplicate a Project Permissions Template
- Duplicate a Submittal
- Duplicate a Workflow Template
- Duplicate Timesheets in Company Timesheets
- Duplicating an Asset
- Edit a Bank Account as a Payee
- Edit a Bid Board Project
- Edit a Bid Form
- Edit a Bid Package
- Edit a Budget
- Edit a Calendar Item
- Edit a Capital Plan in Portfolio Financials and Capital Planning
- Edit a Change Event
- Edit a Change Event (Android)
- Edit a Change Event (iOS)
- Edit a Change Order
- Edit a Change Order in Portfolio Financials
- Edit a Commitment
- Edit a Commitment Change Order Linked to a Potential Change Order for a Prime Contract
- Edit a Commitment Synced with an Integrated ERP System
- Edit a Commitment Synced with ERP
- Edit a Commitment's Schedule of Values (Android)
- Edit a Commitment's Schedule of Values (iOS)
- Edit a Company 360 Report
- Edit a Company in the Company Directory
- Edit a Company in the Project Directory
- Edit a Company in the Project Level Directory (Android)
- Edit a Company Level Action Plan Template
- Edit a Company Level Inspection Template
- Edit a Company Permissions Template
- Edit a Company Single Tool Report
- Edit a Component for a Project in Portfolio Financials
- Edit a Configurable PDF of an Owner Invoice (Legacy)
- Edit a Contact in the Company Directory
- Edit a Contact in the Project Directory
- Edit a Contract in Portfolio Financials
- Edit a Coordination Issue
- Edit a Coordination Issue (iOS)
- Edit a Coordination Issue in the Model Viewer
- Edit a Correspondence Item
- Edit a Correspondence Item (Android)
- Edit a Correspondence Item (iOS)
- Edit a Correspondence Type
- Edit a Crew
- Edit a Crew (Android)
- Edit a Crew (iOS)
- Edit a Custom Prequalification Question
- Edit a Custom Response Set for Inspections
- Edit a Custom RFI Report
- Edit a Custom Submittal Report
- Edit a Daily Log (Android)
- Edit a Daily Log (iOS)
- Edit a Daily Log Entry
- Edit a Direct Cost
- Edit a Distribution Group in the Company Directory
- Edit a Distribution Group in the Project Directory
- Edit a Drawing Area
- Edit a Drawing Set's Name or Date
- Edit a Form's Information (Android)
- Edit a Form's Information (iOS)
- Edit a Manual Hold on a Subcontractor Invoice
- Edit a Meeting
- Edit a Meeting (Android)
- Edit a Meeting (iOS)
- Edit a Meeting Item
- Edit a Meeting Item (Android)
- Edit a Meeting Item (iOS)
- Edit a Meeting Template
- Edit a Milestone in Portfolio Financials
- Edit a My Time Entry (Android)
- Edit a My Time Entry (iOS)
- Edit a Near Miss Record
- Edit a Permission Group for the Document Management Tool
- Edit a Person in the Project Level Directory (Android)
- Edit a Person in the Project Level Directory (iOS)
- Edit a Photo's Information (Android)
- Edit a Photo's Information (iOS)
- Edit a Prequalification Form via the Prequalification Portal
- Edit a Prime Contract
- Edit a Project 360 Report
- Edit a Project from the Dashboard in Portfolio Financials
- Edit a Project in Portfolio Financials
- Edit a Project Level Form
- Edit a Project Level Inspection
- Edit a Project Level Inspection Template
- Edit a Project Level Punch List Template
- Edit a Project Permissions Template
- Edit a Project Single Tool Report
- Edit a Project Template
- Edit a Proposal with the Proposal Builder
- Edit a Punch Item Template Category at the Company Level
- Edit a Punch Item Template Category at the Project Level
- Edit a Punch List Item
- Edit a Punch List Item (Android)
- Edit a Punch List Item (iOS)
- Edit a Purchase Order (Android)
- Edit a Purchase Order (iOS)
- Edit a Purchase Order (Legacy)
- Edit a Resource Assignment
- Edit a Resource Request
- Edit a Saved View in the Document Management Tool
- Edit a Specification Area
- Edit a Subcontract (Legacy)
- Edit a Submittal
- Edit a Submittal Package
- Edit a Submittal Response
- Edit a T&M Ticket
- Edit a T&M Ticket (Android)
- Edit a T&M Ticket (iOS)
- Edit a Task
- Edit a Task (Android)
- Edit a Task (iOS)
- Edit a Timecard
- Edit a Timecard Entry in the Company Level Timesheets Tool
- Edit a Timesheet
- Edit a Timesheet (Android)
- Edit a Timesheet (iOS)
- Edit a Transmittal
- Edit a User Account in the Company Directory
- Edit a User Account in the Project Directory
- Edit a User in Your Free Procore Account
- Edit a User in Your Free Procore Account (Android)
- Edit a User in Your Free Procore Account (iOS)
- Edit a User's Default Email Notifications in the Project Directory
- Edit a User's Distribution Groups in the Company Directory
- Edit a Vendor in Portfolio Financials
- Edit a Worker
- Edit a Worker (Android)
- Edit a Worker (iOS)
- Edit a Workflow Template
- Edit an Action Plan
- Edit an Agent
- Edit an App Configuration
- Edit an Approval Workflow Template in Portfolio Financials
- Edit an Equipment Record (Android)
- Edit an Equipment Record (iOS)
- Edit an Equipment Record in the Company Equipment Tool
- Edit an Equipment Record in the Project Equipment Tool
- Edit an Estimate
- Edit an Estimate in Procore Estimating
- Edit an Existing Budget View
- Edit an Incident
- Edit an Injury/Illness Record
- Edit an Inspection (Android)
- Edit an Inspection (iOS)
- Edit an Inspection Schedule
- Edit an Instruction (Android)
- Edit an Instruction (iOS)
- Edit an Invoice in Portfolio Financials
- Edit an Observation
- Edit an Observation (Android)
- Edit an Observation (iOS)
- Edit an Office Location
- Edit an RFI
- Edit an RFI (Android)
- Edit an RFI (iOS)
- Edit an RFI in Portfolio Financials
- Edit and Reissue an Instruction
- Edit Bidders on the Bid Invitation
- Edit Billing Periods
- Edit Budget Changes
- Edit Budget Code Descriptions on a Project
- Edit Change Events
- Edit Configurable Fieldsets
- Edit Contract Compliance Documents for Commitments as an Invoice Administrator
- Edit Cost Catalog Items
- Edit Cost Items on the Cost Tracker in Portfolio Financials
- Edit Custom Fields
- Edit Custom Options for Incident Fields
- Edit Custom Segment Settings
- Edit Drawing Markups
- Edit Drawing Markups (Android)
- Edit Drawing Markups (iOS)
- Edit Drawings
- Edit Files in Procore Drive
- Edit Funding Accounts as a Payor
- Edit Incidents (Android)
- Edit Incidents (iOS)
- Edit Information for a Model
- Edit Information for Documents in the Document Management Tool
- Edit Lien Waiver Templates
- Edit Observation Types
- Edit or Delete a Message in the Conversations Tool
- Edit or Delete a Message in the Conversations Tool (Android)
- Edit or Delete a Message in the Conversations Tool (iOS)
- Edit or Delete Required Compliance Documents from Compliance Templates
- Edit or Delete Saved Reports in Resource Planning
- Edit or Delete Saved Views in Resource Planning
- Edit Owner Invoices
- Edit People Information for Resource Planning
- Edit Permissions Templates for Resource Planning
- Edit Personal Information in Your Free Procore Account
- Edit Prime Contracts (Beta)
- Edit Project Bidding Configuration
- Edit Project Details in Resource Planning
- Edit Project Level Observation Types
- Edit Project Stages on the Bid Board
- Edit Quantities on a Timesheet
- Edit Quantities on a Timesheet (Android)
- Edit Quantities on a Timesheet (iOS)
- Edit Revisions in the Document Management Tool
- Edit Root Cause Analysis Fields
- Edit Sections on the Cost Tracker in Portfolio Financials
- Edit Segment Items
- Edit Segment Items on a Project
- Edit Spec Sections in the Admin Tool
- Edit Specification Sections and Divisions
- Edit Sub Jobs on a Project
- Edit Sub-Tier Subcontractor Information on Commitments
- Edit Synced Direct Cost Transactions
- Edit the 'Invitation to Bid' Email in Portfolio Financials
- Edit the Advanced Settings on a Prime Contract
- Edit the Advanced Settings Tab on a Commitment
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Edit the Name of an ERP Integrated Sub Job in Procore
- Edit the Naming Standard for the Document Management Tool
- Edit the Prequalification Form
- Edit Tiered Locations
- Edit Trade Setup Details for a Bid Room in Portfolio Financials
- Edit Upload Requirements for the Document Management Tool
- Edit View Settings
- Edit Your Assets’ Location and Information
- Edit Your Company Information for the Procore Construction Network
- Edit Your Profile Visibility for the Procore Construction Network
- Editing the Shape of a Project Boundary
- Elevate a Coordination Issue to an RFI
- Email a Client Contract
- Email a Daily Log
- Email a Daily Log (Android)
- Email a Daily Log (iOS)
- Email a Direct Cost
- Email a Form
- Email a Form (Android)
- Email a Form (iOS)
- Email a Meeting
- Email a Photo (Android)
- Email a Photo (iOS)
- Email a Potential Change Order for a Prime Contract
- Email a Prime Contract
- Email a Purchase Order or Subcontract
- Email a T&M Ticket (Android)
- Email a T&M Ticket (iOS)
- Email an Observation (Android)
- Email an Observation (iOS)
- Email an Owner Invoice from the Invoicing Tool (Legacy)
- Email an Owner Invoice from the Prime Contracts Tool (Legacy)
- Email an RFI (Android)
- Email an RFI (iOS)
- Email Change Events
- Email Drawings
- Email Drawings (Android)
- Email Drawings (iOS)
- Email Files and Folders from the Project Level Documents Tool
- Email Files from the Company Documents Tool (Android)
- Email Files from the Company Documents Tool (iOS)
- Email Files from the Documents Tool (Android)
- Email Files from the Documents Tool (iOS)
- Email Files or Folders from the Company Level Documents Tool
- Email Forward Contact Information (Android)
- Email Incidents
- Email Inspections
- Email Inspections (Android)
- Email Inspections (iOS)
- Email Items from the Map
- Email Observations
- Email Owner Invoices
- Email Photos (Inbound)
- Email Photos (Outbound)
- Email Punch Items to Any User
- Email Punch Items to Any User (Android)
- Email Punch Items to Any User (iOS)
- Email Specifications
- Email Specifications (Android)
- Email Specifications (iOS)
- Email Submittals (Android)
- Email Submittals (iOS)
- Enable a Custom Onboarding Message with Automated Reminders as a Payor
- Enable Additional Workforce Labor Types for the Daily Log
- Enable Agent Builder
- Enable and Clone Project Level Workflow Templates
- Enable and Disable Early Pay Programs as a Payor (Draft)
- Enable Assist
- Enable Avatars
- Enable Copilot
- Enable Cost Allocations and Components for a Project in Portfolio Financials
- Enable Cost Breakdown for a Contract in Portfolio Financials
- Enable Daily Digest Emails for Portfolio Financials and Capital Planning
- Enable Disbursements
- Enable ERP Billed Rate Transaction Syncing for Sage 300 CRE®
- Enable ERP Job Cost Transaction Syncing on a Procore Project
- Enable Financial Markup on a Commitment
- Enable Financial Markup on a Prime Contract
- Enable Insights
- Enable Lien Waivers & Set Default Templates on Projects
- Enable Lien Waivers in the Company Payments Tool
- Enable or Disable Drawing Areas
- Enable or Disable ERP Direct Exports
- Enable or Disable Procore Pay on Your Projects
- Enable or Disable Specification Areas
- Enable or Disable Task Codes
- Enable or Disable the DocuSign® Integration on a Procore Project
- Enable or Disable the Subcontractor SOV Tab on a Commitment
- Enable or Disable the Subcontractor SOV Tab on the Commitments Tool
- Enable Participation in Procore User Surveys
- Enable Procore Pay as a Payor
- Enable Push Notifications for Drawings (iOS)
- Enable Retainage on a Purchase Order or Subcontract
- Enable Schedule Notifications for a User on a Project
- Enable Security Settings for Logins, Passwords, and Session Timeout Intervals
- Enable Sliding Scale Retention Rules on Subcontractor Invoices
- Enable Sub Jobs on Projects for WBS
- Enable Sub-Tier Waivers on Subcontractor Invoices as an Invoice Administrator
- Enable Submittal Schedule Calculations
- Enable Tenant Improvement Allowance for a Project in Portfolio Financials
- Enable the Action Plans Tool
- Enable the Change Orders Tool
- Enable the Direct Costs Tool
- Enable the DocuSign® Integration on Your Company's Procore Account
- Enable the Forms Tool
- Enable the Inspections Tool
- Enable the Labor Productivity Cost Features for Project Financials
- Enable the Observations Tool
- Enable the Payments Issued Tab for Invoicing
- Enable the Payments Issued Tab on a Commitment
- Enable the Payments Issued Tab on a Commitment from the Progress Billings Tool
- Enable the Submittals Tool
- Enable User Access for Project Map (Beta)
- Enable Weather Delay Alerts for a User's Phone or Email
- Enable/Disable the Unit-Based Columns on the Change Events Tool
- End a Resource Assignment
- Enter a Planned Spend in Portfolio Financials and Capital Planning
- Enter Logs for a Previous Day
- Export a Bid Package
- Export a Bid Package's Bid Files
- Export a Bid Package's Bid List
- Export a Bid Sheet
- Export a Budget
- Export a Budget to an Integrated ERP System
- Export a Capital Plan in Portfolio Financials and Capital Planning
- Export a Change Order
- Export a Commitment
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment Change Order to an Integrated ERP System
- Export a Commitment to an Integrated ERP System
- Export a Commitment to ERP
- Export a Commitments List
- Export a Company 360 Report
- Export a Company Single Tool Report
- Export a Configurable PDF of a Funding Invoice
- Export a Configurable PDF of an Owner Invoice (Legacy)
- Export a Contract in Portfolio Financials
- Export a Correspondence Item
- Export a Custom Submittals Report
- Export a Daily Log as PDF
- Export a Disbursements List (Draft)
- Export a List of Change Orders to CSV or PDF
- Export a List of Coordination Issues
- Export a List of Correspondence Items
- Export a List of Inspections
- Export a List of Prime Contracts
- Export a List of Projects from the Company Portfolio
- Export a Meeting
- Export a PCCO as an OCO to CMiC
- Export a PCCO to ERP
- Export a PCCO with Multiple PCOs as Individual PCIs to CMiC
- Export a Prime Contract
- Export a Prime Contracts List (Beta)
- Export a Procore Budget to ERP
- Export a Procore Company Record to ERP
- Export a Project 360 Report
- Export a Project Budget in Portfolio Financials
- Export a Project Schedule
- Export a Project Single Tool Report
- Export a Project's Task List
- Export a Project's Timesheets
- Export a Proposal
- Export a Punch List Item as a PDF
- Export a Snapshot from the Budget Tool
- Export a Snapshot List from the Project Status Snapshots Tab in the Budget Tool
- Export a Snapshot List from the Project Status Snapshots Tool
- Export a Sub Job to Sage 300 CRE®
- Export a Subcontractor Invoice
- Export a Submittal
- Export a Submittal Package
- Export a T&M Ticket as a PDF
- Export a Timecards Report
- Export a Timer List as an IIF file from QuickBooks® Desktop
- Export a Transmittal Letter to PDF
- Export Action Plan to a PDF
- Export an Email as a PDF
- Export an Estimate
- Export an Individual Inspection
- Export an Instruction
- Export an Owner Invoice (Legacy)
- Export an RFI
- Export Budget Changes
- Export Company Level Inspection Templates as a PDF
- Export Company Permissions Templates
- Export Conversations Data
- Export Cost Catalog Items
- Export Direct Costs to CSV or PDF
- Export Disbursements (Draft)
- Export Incidents as a CSV or PDF
- Export Information from the Company Level Documents Tool
- Export Information from the Document Management Tool
- Export Information from the Project Level Documents Tool
- Export Leveled Bids
- Export Locations
- Export Object Data from a Model File
- Export Observations as a PDF or CSV
- Export Owner Invoices
- Export Owner Invoices from Procore to ERP
- Export Photos as a PDF
- Export Prime Contracts (Beta)
- Export Project Permissions Template Assignments
- Export Project Permissions Templates
- Export RFIs from a Bid Room in Portfolio Financials
- Export RFIs to CSV or PDF
- Export Specifications as a PDF or CSV
- Export Subcontractor Invoices as a Payor
- Export Subcontractor Invoices from Procore to ERP
- Export Subcontractor Invoices from the Payments Tool
- Export the Assignment History Report
- Export the Assignments Gantt
- Export the Availability Look-Ahead Report
- Export the Bid Board List View
- Export the Company Directory to CSV or PDF
- Export the Cost Tracker in Portfolio Financials
- Export the Drawings Log to a PDF or CSV
- Export the Field Production Report
- Export the Forms List to a CSV or PDF
- Export the Instructions List
- Export the Labor Budget to Actual Report
- Export the People List
- Export the Project Directory to CSV or PDF
- Export the Project List
- Export the Punch List Log
- Export the Punch List Log as a CSV
- Export the Resource Assignments List
- Export the Resource Request List
- Export the Subcontractor Invoicing Page
- Export the Submittals Log
- Export the Tags Requiring Action Report
- Export the Time Off List
- Export the Totals Dashboard
- Export the Transmittals Log to CSV
- Export the Transmittals Log to PDF
- Export the Workforce Report
- Export Timecard Entries from Procore to Import into QuickBooks® Desktop
- Export Timesheet Data from Procore into Sage 300 CRE®
- Export to ADLS Using Azure Functions
- Export to ADLS Using Python
- Export to ADLS Using Spark
- Export to Fabric Lakehouse Using Data Factory
- Export to Fabric Lakehouse Using Fabric Notebooks
- Export to Snowflake Using Python
- Export to SQL Server Using Azure Functions
- Export to SQL Server Using Data Factory
- Export to SQL Server Using Fabric Notebooks
- Export to SQL Server Using Python (SSIS)
- Export to SQL Server Using Python Library
- Export to SQL Server Using Python Spark
- Export Vendor Information in Portfolio Financials
- Export WBS Segments to CSV
- Export Your 'My Open Items' List for a Company Account
- Export Your Company's Timecard Entries to CSV
- Export Your Project Data
- Extract Project Data Using Procore Extracts
- Fill a Resource Request
- Fill Out a Form
- Fill out a Form (Android)
- Fill out a Form (iOS)
- Filter and Group the Bid List
- Filter and Sort Bidding Information
- Filter Drawing Markups
- Filter Drawing Markups (Android)
- Filter Drawing Markups (iOS)
- Filter Emails by Tag
- Filter Locations
- Filter Prequalification Forms
- Filter Scheduled Tasks (Android)
- Filter Submittals (Android)
- Filter the Map
- Finalize a Bluebeam Studio Session
- Find Starred (Favorited) Photos
- Follow or Unfollow a Conversation
- Forward a Change Order to a Project User by Email
- Forward a Correspondence Item by Email
- Forward a Subcontractor Invoice by Email
- Forward a Submittal by Email
- Forward a Submittal for Review
- Forward a Transmittal by Email
- Forward an Email Using the Emails Tool
- Forward an RFI by Email
- Forward an RFI for Review
- Freeze or Unfreeze a Bidder in Portfolio Financials
- Generate a PDF of a Submittal in a List
- Generate a Project Status Report in Portfolio Financials and Capital Planning
- Generate a Proposal
- Generate a QR Code for a Correspondence Item
- Generate a QR Code for a Submittal
- Generate Access Credentials
- Generate and Print QR Codes for Drawings
- Generate and Print QR Codes for Equipment
- Generate and Print QR Codes for Locations
- Generate Lien Waivers on Project Invoices
- Generate Locations Hierarchy From Drawings
- Generate Locations Hierarchy from Drawings Test
- Get a Custom 360 Report from Assist
- Getting Started Guide: 2D Views in the Models Tool
- Getting Started Guide: Procore Plugin for Coordination Issues
- Give a User Access to a Project
- Go to an Item in Procore from the Conversations Tool
- Go to Your Current Location on the Map
- Grant Accounting Approver Privileges
- Grant Granular Permissions in a Company Permissions Template
- Grant Granular Permissions in a Project Permissions Template
- Grant Invoice Contacts Access to Procore
- Group Inspections on the List Page
- Hide a Conversation from Your View
- How to Enable the Procore Bidding + COMPASS Integration
- How to Log in to Procore Web (app.procore.com)
- Import a Budget from ERP
- Import a Bulk Number of Assets
- Import a Prime Contract from an Integrated ERP System into Procore
- Import a Prime Contract into Procore from Workday®
- Import a Prime Contract SOV from a CSV File
- Import a Timecard into a T&M Ticket
- Import a Timecard into a T&M Ticket (Android)
- Import a Timecard into a T&M Ticket (iOS)
- Import a Unit Quantity Based Budget
- Import a Viewpoint® Vista™ Vendor Record to Procore
- Import Advanced Forecasting for a Budget
- Import an ERP Sub Job to a Procore Project
- Import Bid Forms to the Bidding Tool
- Import Change Event Line Items from a CSV File
- Import Commitment SOV Line Items from a CSV File
- Import Contacts into your Project Level Directory Tool (Procore Imports)
- Import Coordination Issues from a BCF File
- Import Cost Catalog Items
- Import Direct Costs
- Import Document Management Files into the Drawings Tool
- Import Equipment Records to the Company Equipment Tool
- Import Field Options for the Document Management Tool
- Import Installed Production Quantities for the Labor Productivity Cost Budget View
- Import Locations into your Project Level Admin Tool (Procore Imports)
- Import Locations Using the Procore Plugin for Revit®
- Import Procore Time Entries into QuickBooks® Desktop
- Import Punch List Items
- Import Punch List Items into your Project Level Punch List Tool (Procore Imports)
- Import Resource Planning Data
- Import Schedule Tasks into your Project Level Schedule Tool (Procore Imports)
- Import Segment Items into your Company Level Admin Tool (Procore Imports)
- Import Segment Items into your Project Level Admin Tool (Procore Imports)
- Import Spec Sections to the Admin Tool
- Import Submittals into your Project Level Submittals Tool (Procore Imports)
- Import Users & Vendors into your Company Level Directory Tool (Procore Imports)
- Import Users & Vendors into your Project Level Directory Tool (Procore Imports)
- Import Viewpoints to the Coordination Issues Tool
- Import Yardi Job as a Sub Job to a Procore Project
- Indicate Your Intention to Bid
- Initiate a Project Connection
- Initiate an Email Communication Thread for a Meeting
- Install a Custom App
- Install a Data Connection App from the Marketplace
- Install an App from Procore
- Install an App from the Procore Marketplace
- Install an Embedded App
- Install Procore Extracts
- Install the Procore Analytics Embedded 2.0 App
- Install the Procore Gmail Add-on
- Installing the Procore Analytics Embedded App
- Integrate a Microsoft Project, Asta, or Phoenix Schedule using Procore Drive
- Integrate a Primavera P6 Schedule using Procore Drive
- Integrate an Asta Powerproject Schedule Using Procore Drive
- Invite a Batch of Procore Users to Join a Company's Procore Account
- Invite a Company to Prequalify
- Invite a Team Member to a Project in Portfolio Financials
- Invite Beneficiaries to Procore Pay
- Invite Bidders
- Invite Bidders to a Bid Room in Portfolio Financials
- Invite Companies to Join the Procore Construction Network
- Invite or Re-invite a User to Procore
- Invite or Reinvite a User to Join a Procore Project
- Invoice Compliance
- iOS Mobile App
- Issue Partial Payments for Subcontractor Invoices in Disbursements (Review)
- Jims Test Article (DNO)
- Join Table Directory and Portfolio
- Join the Open Beta for Bid Leveling
- Launch a Procore Analytics Embedded 2.0 Report from a Project
- Launch an Embedded App in a Company
- Launch an Embedded App in a Project
- Launching a Procore Analytics Embedded Report from a Project
- Level Bids for a Bid Form
- Link a Correspondence Item on a Drawing
- Link a Correspondence Item on a Drawing (Android)
- Link a Correspondence Item on a Drawing (iOS)
- Link a Schedule of Values Line Item to a Change Event Line Item
- Link an Origin Correspondence Item or Origin RFI to an Existing Correspondence Item
- Link Bank Accounts to Procore Pay
- Link ERP Companies to Procore Companies
- Link ERP Projects to Existing Procore Projects
- Link Items on a Drawing
- Link Items to a Drawing (Android)
- Link Items to a Drawing (iOS)
- Link Multiple Mapped Assets
- Link Observations to a Drawing (iOS)
- Link RFIs on a Drawing (iOS)
- Link your DocuSign® account to a Procore project
- Linking Internal and External RFIs on a Downstream Project
- Lock a Budget
- Lock/Unlock a Folder/File in Procore Drive
- Log in to DocuSign®
- Log in to IdP-Initiated SSO for OneLogin
- Log in to Procore Drive
- Log in to Procore Imports
- Log in to Procore Pay with Multi-Factor Authentication
- Log in to Procore Using IdP-Initiated Azure AD (Entra ID) SSO
- Log in to Procore Using SP-Initiated Azure AD (Entra ID)
- Log in to Procore-Initiated SSO for Okta
- Log in to Procore-Initiated SSO for OneLogin
- Log in to your Free Procore Account
- Log Out of Procore Drive
- Machine-Install Procore Drive
- Make Your Emails Private in Procore
- Manage 'My Profile Settings'
- Manage a Group in the Conversations Tool
- Manage a Group in the Conversations Tool (Android)
- Manage a Group in the Conversations Tool (iOS)
- Manage Active Pay Agreements as a Payee
- Manage and Set Tags for a File in the Project Level Documents Tool
- Manage App Install Requests
- Manage Archived Messages for Resource Planning
- Manage Assignable Company Permissions Templates in the Permissions Tool
- Manage Assignable Project Permissions Templates in the Permissions Tool
- Manage Attachments for Projects in Resource Planning
- Manage Bid Room Access for a Project Team Member in Portfolio Financials
- Manage Bids from the Bid Board
- Manage Billing Periods
- Manage Company Information
- Manage Configurable Fieldsets and Default Fields for the Document Management Tool
- Manage Consolidated Tool Settings
- Manage Custom and Default Fields and Fieldsets for the Document Management Tool
- Manage Custom Statuses for Correspondence Types
- Manage Custom Submittal Responses
- Manage Draft Assignment Alerts for Resource Planning
- Manage Draft Messages for Resource Planning
- Manage Drawing Log
- Manage Features With Procore Explore
- Manage File and Folder Tracking in the Company Level Documents Tool
- Manage File and Folder Tracking in the Project Level Documents Tool
- Manage In-App Notifications for the Conversations Tool
- Manage Inclusion and Exclusion Libraries for Estimates
- Manage Insurance Documents & Compliance Statuses for a Commitment
- Manage Insurance Documents and Compliance Status on Commitments with the Directory Tools
- Manage Lien Waivers on Project Invoices
- Manage Open Assignment Alerts for Resource Planning
- Manage Payment Methods and Options (Draft)
- Manage Payment Permissions as a Payee
- Manage Payment Requirements as a Payor
- Manage Payments as a Payee
- Manage Payments Permissions
- Manage Payments Project Controls for a Single Project
- Manage PDF Configurations for Exported Meetings
- Manage Permissions for Company Level Documents
- Manage Permissions for Files and Folders in the Project Level Documents Tool
- Manage Permissions for Team Members in Portfolio Financials
- Manage Personal Submittal Markup Stamps
- Manage Procore Pay Agreements
- Manage Project Connections from the Project Overview
- Manage Project Controls in Bulk
- Manage Project Settings (Android)
- Manage Project Settings (iOS)
- Manage Project Team Roles from the Project Overview
- Manage Project Templates
- Manage Push Notifications for Inspections (Android)
- Manage Push Notifications for Inspections (iOS)
- Manage Push Notifications for the Conversations Tool (Android)
- Manage Push Notifications for the Conversations Tool (iOS)
- Manage Resource Planning Attachments for People
- Manage Resource Planning Tags for People
- Manage Rows & Columns in the Commitments Tool
- Manage Rows & Columns in the Prime Contracts Tool
- Manage Rows & Columns on the Subcontractor Invoices Tab
- Manage Rows and Columns on a Subcontractor Invoice's Schedule of Values
- Manage Scheduled Assignment Alerts for Resource Planning
- Manage Scheduled Messages for Resource Planning
- Manage Secure File Access for Your Procore Company Account
- Manage Sent Messages for Resource Planning
- Manage Starred Messages for Resource Planning
- Manage Submittal Workflow Templates
- Manage T&M Tickets
- Manage Takeoff Groups
- Manage Takeoffs
- Manage the Insurance Compliance Status of a Commitment
- Manage the Project Timeline Card
- Manage Users in a Permission Group for the Document Management Tool (Beta)
- Manage Wage Overrides in Resource Planning
- Manage Your Inbox for Resource Planning
- Manually Connect Equipment to Telematics
- Manually Create Divisions
- Manually Create Locations Hierarchy
- Manually Create Specification Sections
- Mark a Coordination Issue as Complete
- Mark a Daily Log as Complete
- Mark a Daily Log as Complete (Android)
- Mark a Daily Log as Complete (iOS)
- Mark a Milestone as Complete in Portfolio Financials
- Mark a Photo as Private
- Mark a Project as Complete from the Dashboard in Portfolio Financials
- Mark a Submittal as Private
- Mark a Task Category as Inactive
- Mark a Timecard Entry as Completed in the Company Level Timesheets Tool
- Mark an Album as Private
- Mark an Email as Private
- Mark an Email as Spam
- Mark an Observation Type as Inactive
- Mark an RFI Response as Official (Android)
- Mark an RFI Response as Official (iOS)
- Mark Drawings as Obsolete
- Mark Specifications as Obsolete
- Mark Sub Tier Lien Waivers as Not Required
- Mark Up a Drawing
- Mark up a Drawing (Android)
- Mark Up a Drawing (iOS)
- Mark Up a Photo (Android)
- Mark Up a Photo (iOS)
- Measure Distances on a Model (Android)
- Measure Distances on a Model (iOS)
- Measure Length, Area, or Volume
- Measure the Distance Between Objects in a Model
- Mention a User in a Conversation
- Mention a User in a Conversation (Android)
- Mention a User in a Conversation (iOS)
- Mention Someone in a Photo Comment
- Mention Someone in a Photo Comment (Android)
- Mention Someone in a Photo Comment (iOS)
- Mention Users in a Coordination Issue Comment
- Merge Companies
- Merge Estimates
- Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning
- Message the Project Team from the Bid Room for a Portfolio Financials Project
- Migrate an Existing Report to Procore Analytics 2.0
- Migrating Data Connection Apps to Use Developer Managed Service Accounts
- Migrating to Budget Changes from Budget Modifications
- Move a Coordination Issue to an Observation
- Move a Document to Another Folder in Portfolio Financials
- Move Cost Catalog Items
- Move Drawing Disciplines
- Move Drawings to Another Drawing Area
- Move Files and Folders in the Project Level Documents Tool
- Move Item Pin on the Map
- Move Photos
- Move Specifications to Another Specification Area
- Navigate a Model's Drawing from the 2D View
- Navigate Procore's Tools
- Navigate to a Company from Your Free Procore Account
- Navigate to a Different Company in Procore (Android)
- Navigate to a Different Company in Procore (iOS)
- Navigate to a Different Project (iOS)
- Navigate to a Different Project in Procore (Android)
- Navigate to a Favorite Tool
- Navigate to a Project from Your Free Procore Account
- Navigate to a Tool in Your Free Procore Account
- Notify Assignees of Punch Items (Android)
- Notify Assignees of Punch Items (iOS)
- Notify Assignees of Punch List Items
- Open a Deposit Account for Procore Pay as a Payor
- Open a Drawing
- Open Files in Procore Drive
- Open Invoices in the Payments Tool
- Open or Edit a File in Microsoft Office 365 Using the Company Level Documents Tool
- Open or Edit a File in Microsoft Office 365 Using the Project Level Documents Tool
- Open Project Links (Android)
- Open Project Links (iOS)
- Open Project Links from the Project Overview
- Open Specifications
- Open/View a Photo in Procore Drive
- Partner Considerations
- Payee Actions
- Perform an Action Plan
- Perform an Action Plan (Android)
- Perform an Action Plan (iOS)
- Perform an Inspection
- Perform an Inspection (Android)
- Perform an Inspection (iOS)
- Perform an On-Demand Sync with Sage 100 Contractor®
- Perform an On-Demand Sync with Sage 300 CRE®
- Perform Bulk Actions on Correspondence Items
- Perform Bulk Actions on Punch List Items
- Perform Bulk Actions on RFIs
- Perform Bulk Actions on Submittals
- Post an Answer to an RFI in Portfolio Financials
- Post an RFI in Portfolio Financials
- Power BI Method
- Prepare Company Users & Vendors for Import to the Procore Imports App
- Prepare Contacts for Import to the Procore Imports App
- Prepare Data for Import to the Resource Planning Tool
- Prepare Data to be Synced Between Resource Planning and Procore
- Prepare Equipment Records for Import to the Company Equipment Tool
- Prepare Multi-Tiered Locations for Import to the Procore Imports App
- Prepare Project Users & Vendors for Import to the Procore Imports App
- Prepare Punch List Items for Import to the Procore Imports App
- Prepare Schedule Tasks for Import to the Procore Imports App
- Prepare Segment Items for Import to the Procore Imports App
- Prepare Submittals for Import to the Procore Imports App
- Prepare Your Data for Import into Procore
- Preview a Bid as a Bidder in Portfolio Financials
- Preview a Bid Form
- Preview a File in the Project Level Documents Tool
- Preview a Subcontractor Invoice
- Preview Lien Waivers on Project Invoices
- Preview the Prequalification Form
- Print a Folder or File (iOS)
- Print a Folder or File from the Company Level Documents Tool (iOS)
- Print a Form (iOS)
- Print Drawings
- Print Drawings (Android)
- Print Drawings (iOS)
- procore analytics overview
- Procore Drive - Setup Guide
- Procore Imports - Setup Guide
- Promote a Project Report to the Company Level
- Publish a Model from the Documents Tool
- Publish a Model to Procore with the Navisworks® Plugin
- Publish a New Revision of a Model from the Documents Tool
- Publish a New Version of a Model
- Publish a Workflow Template
- Publish Drawings
- Publish Personal Drawing Markups
- Publish Personal Drawing Markups (Android)
- Publish Personal Drawing Markups (iOS)
- Quick Create an Item from the Project Overview
- Quick Create Items (Android)
- Quick Create Items (iOS)
- Quick Undo a Connected Project
- Quickly Filter Using Saved Views
- Re-Import a Budget from ERP
- Re-import a Prime Contract from an Integrated ERP System into Procore
- Re-Open a Daily Log
- Reactivate a Batch of Companies in the Company Directory
- Reactivate a Batch of User Accounts in the Company Directory
- Reactivate a Company in the Company Directory
- Reactivate a Contact in the Company Directory
- Reactivate a User in the Company Directory
- Reactivate Companies in the Project Directory
- Reactivate Segment Items
- Reactivate User Accounts in the Project Directory
- Read a Budget
- Reallocate Timecard Entry Hours for an Employee
- Reassign a Coordination Issue
- Reassign a Procore Pay Invitation
- Reassign a Punch List Item (Android)
- Reassign a Punch List Item (iOS)
- Reassociate a Model with a Procore Project
- Reassociate a Model with a Project for the Models Tool
- Recalibrate the Model (iOS)
- Record Changes to Production Quantities in a Change Event
- Record Changes to Production Quantities on a Potential Change Order for a Prime Contract
- Record the Meeting Attendance
- Recover Equipment Records from the Recycle Bin in the Company Equipment Tool
- Recycle Submitted Documents in the Document Management Tool
- Redistribute a Submittal
- Refresh Bid Contacts for Connected Companies in the Company Directory
- Refresh the Companies List for ERP
- Refresh the Cost Codes on an ERP Integrated Project
- Regenerate Lien Waivers on Project Invoices
- Reinspect Closed Inspections
- Reinstall an App
- Reinvite Users to Bid
- Reject an Observation
- Release a Manual Hold on Subcontractor Invoices
- Remove a Bidder from a Bid Room in Portfolio Financials
- Remove a Change Event Associated with a T&M Ticket
- Remove a Change Order from a Prime Contract
- Remove a Company Record from a Project Directory
- Remove a Payment Method as a Payee
- Remove a Permitted Project from a Data Connection App
- Remove a Submitter or Approver from the Submittal Workflow
- Remove a Tag from an Email
- Remove a Team Contact from the Contract Room in Portfolio Financials
- Remove a Team Member from a Project in Portfolio Financials
- Remove a Team Member in Portfolio Financials
- Remove a User from Projects in Your Company's Procore Account
- Remove a Worker
- Remove an Account Administrator
- Remove an Approval Workflow Template from a Building in Portfolio Financials
- Remove an Executive Sponsor
- Remove an Office Logo
- Remove Bidder Contacts from a Bid Room in Portfolio Financials
- Remove Company Insurance
- Remove Configurable Fieldsets from Projects
- Remove Contract Compliance Documents from a Commitment as an Invoice Administrator
- Remove Custom Fields from Configurable Fieldsets
- Remove Duplicate Companies from the Company Directory
- Remove Equipment from Project (Android)
- Remove Equipment from Project (iOS)
- Remove Item Pin from the Map
- Remove Payments Beneficiary Approvers as a Payor
- Remove Payments Disbursers as a Payor
- Remove Project Insurance from a Company in the Project Directory
- Remove Records from Action Plan Items
- Remove Records from Action Plan Items (Android)
- Remove Records from Action Plan Items (iOS)
- Remove Segments from the Project Budget Code Structure
- Remove Subcontractor Invoices from Disbursements as a Payor
- Remove Users from a Project
- Rename a Company Permissions Template
- Rename a Cost Item on the Cost Tracker in Portfolio Financials
- Rename a File (Android)
- Rename a File in Procore Drive
- Rename a File in the Company Documents Tool (Android)
- Rename a File in the Company Level Documents Tool
- Rename a File in the Company Level Documents Tool (iOS)
- Rename a File in the Project Level Documents Tool
- Rename a File in the Project Level Documents Tool (iOS)
- Rename a Folder (Android)
- Rename a Folder in Procore Drive
- Rename a Folder in the Company Documents Tool (Android)
- Rename a Folder in the Company Level Documents Tool
- Rename a Folder in the Company Level Documents Tool (iOS)
- Rename a Folder in the Project Level Documents Tool
- Rename a Folder in the Project Level Documents Tool (iOS)
- Rename a Project Permissions Template
- Rename a Submittal PDF Attachment
- Rename an Album
- Rename an Album in Procore Drive
- Rename Drawing Disciplines
- Rename Report Columns and Tables in Procore Analytics 2.0
- Reopen a Coordination Issue
- Reopen a Daily Log (Android)
- Reopen a Daily Log (iOS)
- Reopen an RFI
- Reorder Drawings Within a Discipline
- Reorder Meeting Categories and Items
- Reorder Photo Albums
- Reorder Revisions of a Drawing
- Reply to an Email Sent from the Emails Tool
- Reply to an Email Using the Emails Tool
- Request a Multi-tiered Locations Import
- Request a Punch List Import
- Request a Schedule Change
- Request a Signature from a Sub-Tier Waiver Contact as a Payee
- Request a Signature on a T&M Ticket
- Request a Signature on a T&M Ticket (Android)
- Request a Signature on a T&M Ticket (iOS)
- Request Records on Published Plans
- Request Records on Published Plans (Android)
- Request Records on Published Plans (iOS)
- Request Self-Serve Workflows Transition
- Request to Enable the Instructions Tool
- Request to Import Segment Items for WBS
- Request to Import Viewpoint® Spectrum® Cost Types to Procore
- Request to Reset a Commitment Synced with an Integrated ERP System
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Resend a Rejected Owner Invoice to ERP for Accounting Acceptance
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project to ERP for Accounting Acceptance
- Resend a Rejected Sub Job to ERP Integrations for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Resend an Invitation to a User in Your Free Procore Account
- Resend an Invitation to a User in Your Free Procore Account (Android)
- Resend an Invitation to a User in Your Free Procore Account (iOS)
- Resend an Invitation to Bid in Portfolio Financials
- Resend Invitations to Bid
- Resend the Submittals in a Package for Review
- Reset an Unknown Procore Password
- Resize Column Width in the Inspections Tool
- Resize Column Width in the Transmittals Log
- Resize the Column Width in the RFIs Log
- Resize the Column Width in the Submittals Log
- Respond to a 'Welcome to Procore' Email
- Respond to a Bid from the Bid Board
- Respond to a Correspondence Item
- Respond to a Correspondence Item (Android)
- Respond to a Correspondence Item (iOS)
- Respond to a Forwarded Submittal as a Reviewer
- Respond to a Prequalification Change Request
- Respond to a Punch List Item
- Respond to a Punch List Item (Android)
- Respond to a Punch List Item (iOS)
- Respond to a Resource Planning Message
- Respond to a Submittal as an Approver
- Respond to a Workflow on a Project
- Respond to an Action Required Email for a Submittal Package as an Approver
- Respond to an Observation
- Respond to an Observation (Android)
- Respond to an Observation (iOS)
- Respond to an RFI
- Respond to an RFI (Android)
- Respond to an RFI (iOS)
- Respond to an RFQ on Behalf of a Collaborator
- Respond to Assignment Alerts for Resource Planning
- Respond to Pre-Bid Questions
- Restart a Workflow on a Project
- Restore a Company Level Form Template
- Restore a Deleted RFI in Portfolio Financials
- Restore an Archived Email
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Bid Package from the Recycle Bin
- Retrieve a Budget from ERP Before Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Company from ERP Integrations Before Acceptance
- Retrieve a Company Level Inspection Template from the Recycle Bin
- Retrieve a Coordination Issue from the Recycle Bin
- Retrieve a Deleted Change Event
- Retrieve a Deleted Project Level Action Plan Template
- Retrieve a PCCO from ERP Integrations Before Acceptance
- Retrieve a Photo from the Recycle Bin
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Project Level Form from the Recycle Bin
- Retrieve a Project Level Inspection Template from Recycle Bin
- Retrieve a Report's Embed URL from the Power BI Service
- Retrieve a Report's Embed URL from the Power BI Service
- Retrieve a Sub Job from ERP Integrations Before Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Retrieve a Submittal from the Recycle Bin
- Retrieve a T&M Ticket from the Recycle Bin
- Retrieve a Transmittal from the Recycle Bin
- Retrieve an Action Plan from the Recycle Bin
- Retrieve an Email from the Recycle Bin
- Retrieve an Incident From the Recycle Bin
- Retrieve an Inspection From the Recycle Bin
- Retrieve an Instruction from the Recycle Bin
- Retrieve an Observation From the Recycle Bin
- Retrieve an Owner Invoice from ERP Before Accounting Acceptance
- Retrieve an RFI from the Recycle Bin
- Retrieve Deleted Punch List Items from the Recycle Bin
- Retrieve Files and Folders from the Company Level Documents Tool's Recycle Bin
- Retrieve Files or Folders from the Project Level Documents Tool's Recycle Bin
- Return a Workflow to a Previous Step
- Revert a Meeting from Minutes to Agenda Mode
- Review a Compliance Document for a Subcontractor Invoice
- Review a Document in a Workflow in the Document Management Tool
- Review a Subcontractor Invoice as an Admin (Legacy)
- Review a Subcontractor Invoice as an Invoice Administrator
- Review a Subcontractor SOV for a Commitment
- Review a Submitted Prequalification Form
- Review a Timesheet
- Review a Timesheet (Android)
- Review a Timesheet (iOS)
- Review and Approve Pending Entries (Android)
- Review and Confirm Drawings
- Review and Publish Specifications
- Review RFQ Responses
- Review Schedule Change Requests
- Review Sub-Tier Lien Waivers as an Invoice Administrator
- Review Submittal PDF Attachments
- Review Submitted Bids
- Review Vendors in Portfolio Financials
- Revise & Resubmit a Subcontractor Invoice as an Invoice Contact
- Revise & Resubmit an Invoice as an Invoice Contact (Legacy)
- Revise a Bid Form in Portfolio Financials
- Revise an RFI
- Revoke Access for My Connected Apps
- Rotate a Photo in Procore Drive
- Rotate Photos
- Run an Agent in Assist
- Run Auto Count Takeoffs
- Run Automated Area Takeoffs
- Save and Manage Versions of Capital Plans in Portfolio Financials and Capital Planning
- Save NWD with all Coordination Issues as Viewpoints
- Save the Template
- Saved Views for Quick Filtering
- Scan a Correspondence Item QR Code (Android)
- Scan a Correspondence Item QR Code (iOS)
- Scan a QR Code in the Locations Tool (Android)
- Scan a QR Code in the Locations Tool (iOS)
- Scan a QR Code to View an Item (Android)
- Scan a QR Code to View an Item (iOS)
- Scan a Submittal QR Code (Android)
- Scan a Submittal QR Code (iOS)
- Scan an Equipment QR Code (Android)
- Scan an Equipment QR Code (iOS)
- Search and Filter Action Plan Items
- Search and Filter Action Plan Items (Android)
- Search and Filter Action Plan Items (iOS)
- Search and Filter Action Plans
- Search and Filter Action Plans (Android)
- Search and Filter Action Plans (iOS)
- Search and Filter Connected Projects
- Search and Filter Coordination Issues in the Model Viewer
- Search and Filter Correspondences (Android)
- Search and Filter Correspondences (iOS)
- Search and Filter for Change Events (Android)
- Search and Filter for Change Events (iOS)
- Search and Filter for Incidents (Android)
- Search and Filter for Inspection Templates
- Search and Filter for Inspections
- Search and Filter Incidents
- Search and Filter Inspection Schedules
- Search and Filter Meetings
- Search and Filter Payments as a Payee
- Search and Filter Project Schedules at the Company Level
- Search and Filter T&M Tickets
- Search and Filter T&M Tickets (Android)
- Search and Filter T&M Tickets (iOS)
- Search and Filter the Company Directory
- Search and Filter the Directory (iOS)
- Search and Filter the Project Directory
- Search and Filter the Punch List
- Search and Filter the Punch List (Android)
- Search and Filter the Punch List (iOS)
- Search and Filter the Schedule (iOS)
- Search and Filter the Totals Dashboard
- Search and Filter Vendors in Portfolio Financials
- Search and Filter Workflow Templates
- Search and Sort Models
- Search by Task and Calendar Item Titles (Android)
- Search Commitments (Android)
- Search Commitments (iOS)
- Search Contextually within Specifications (Android)
- Search Contextually within Specifications (iOS)
- Search Emails in the Emails Tool
- Search for a Meeting (Android)
- Search for a Meeting (iOS)
- Search for a Worker
- Search for and Apply Filters on the Subcontractor Invoices Tab
- Search for and Apply Filters to Direct Costs
- Search for and Apply Filters to the Change Events Tool
- Search for and Apply Filters to the Commitments Tool
- Search for and Apply Filters to the Prime Contracts Tool
- Search for and Filter Companies to Add to a Bid Form
- Search for and Filter Company Level Documents
- Search for and Filter Coordination Issues
- Search for and Filter Coordination Issues (iOS)
- Search for and Filter Directory Contacts (Android)
- Search for and Filter Documents in the Document Management Tool
- Search for and Filter Documents in the Document Management Tool (Android)
- Search for and Filter Documents in the Document Management Tool (iOS)
- Search for and Filter Drawings
- Search for and Filter Drawings (Android)
- Search for and Filter Drawings (iOS)
- Search for and Filter Employee Timesheets
- Search for and Filter for Incidents (iOS)
- Search for and Filter Forms
- Search for and Filter Inspections (Android)
- Search for and Filter Inspections (iOS)
- Search for and Filter Instructions (iOS)
- Search for and Filter Items in the Cost Catalog
- Search for and Filter My Time Entries (Android)
- Search for and Filter My Time Entries (iOS)
- Search for and Filter Observations
- Search for and Filter Observations (Android)
- Search for and Filter Observations (iOS)
- Search for and Filter Photos
- Search for and Filter Photos (Android)
- Search for and Filter Photos (iOS)
- Search for and Filter Project Level Documents
- Search for and Filter Project Level Timesheets
- Search for and Filter Project Tasks
- Search for and Filter Projects in Portfolio Financials
- Search for and Filter Projects on the Bid Board
- Search for and Filter RFIs
- Search for and Filter RFIs (Android)
- Search for and Filter RFIs (iOS)
- Search for and Filter Schedule Tasks
- Search for and Filter Specifications
- Search for and Filter Specifications (Android)
- Search for and Filter Specifications (iOS)
- Search for and Filter Submittals
- Search for and Filter Submittals (iOS)
- Search for and Filter Tasks (iOS)
- Search for and Filter the Daily Log
- Search for and Filter Timesheets (Android)
- Search for and Filter Timesheets (iOS)
- Search for and Filter Users in the Permissions Tool
- Search for and Filter Users in Your Free Procore Account
- Search for and Filter Users in Your Free Procore Account (Android)
- Search for and Filter Users in Your Free Procore Account (iOS)
- Search for and Invite Bidders
- Search for Approval Workflow Templates in Portfolio Financials
- Search for Businesses on the Procore Construction Network
- Search for Folders and Files (Android)
- Search for Folders and Files (iOS)
- Search for Folders and Files in the Company Documents Tool (Android)
- Search for Folders and Files in the Company Documents Tool (iOS)
- Search for Instructions (Android)
- Search for Items Within a Project (Android)
- Search for Items Within a Project (iOS)
- Search for Items Within a Project Using Procore Search
- Search for Model Objects in Estimating
- Search for Objects in a Model
- Search for Specifications (Android)
- Search for Specifications (iOS)
- Search for Tasks (Android)
- Search for Transmittals
- Search Locations
- Search Submittals (Android)
- Search Text Within Drawings
- Search the Company Portfolio for Projects
- Search, Filter, and Group Invoices
- Search, Sort, and Filter Correspondences
- Search, Sort, and Filter Equipment in the Company Equipment Tool
- Search, Sort, and Filter Equipment in the Project Equipment Tool
- Search, Sort, and Filter Estimate
- Search, Sort, and Filter People on the Assignments Boards
- Search, Sort, and Filter Projects on the Assignments Boards
- Search, Sort, and Filter the Assignments Gantt
- Search, Sort, and Filter the People List
- Search, Sort, and Filter the Project List
- Search, Sort, and Filter the Resource Requests List
- Search, Sort, and Filter the Time Off List
- Select a Bidder to Award a Contract to in Portfolio Financials
- Select an Album Cover Photo
- Send a Budget to ERP Integrations for Accounting Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Change Order to the Change Events Tool
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Completed Company or User Import Template to Procore
- Send a Completed Submittals Import Template to Procore
- Send a Direct Message in the Conversations Tool
- Send a Gmail Message to Procore
- Send a Message for Resource Planning
- Send a Message in a Group Conversation
- Send a Message in the Conversations Tool
- Send a Message in the Conversations Tool (Android)
- Send a Message in the Conversations Tool (iOS)
- Send a Message Related to an Item in Procore
- Send a Message to Bidders in Portfolio Financials
- Send a New Correspondence in the Bidding Tool
- Send a New Invoice as an Invoice Contact using Procore Pay
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send a Request to Unlock a Signed Unconditional Lien Waiver
- Send a Sub Job to ERP Integrations for Accounting Acceptance
- Send an 'Invite to Bill' to an Invoice Contact
- Send an Estimate to the Budget
- Send An Inbound Email to the Project's Emails Tool
- Send an Invoice to Accounts Payable in Portfolio Financials
- Send an Owner Invoice to ERP Integrations for Accounting Acceptance
- Send Assignment Alerts in Resource Planning
- Send Bulk Correspondences
- Send Logs to Support for Issues with a Model (Android)
- Send Logs to Support for Issues with a Model (iOS)
- Send Message or WhatsApp to a Contact (iOS)
- Send Messages from the Contract Room in Portfolio Financials
- Send Photos from the Photos tool to the Daily Log (Android)
- Send Photos from the Photos tool to the Daily Log (iOS)
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Send Tasks (Android)
- Send Tasks (iOS)
- Send the Submittals in a Package for Review
- Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
- Send Weekly Project, Resource, and Schedule Lookaheads Emails
- Set a Bid Board Project as a Template
- Set a Default Compliance Template for Commitments (Stub)
- Set a Default Funding Account as a Payor
- Set a Document Management Permission Group for a New User
- Set a Project Photo
- Set and Apply Favorites for the Project Tools Menu
- Set and Release Retainage on an Owner Invoice
- Set Base Map (Android)
- Set Base Map (iOS)
- Set Bidder Information at the Company Level
- Set Bidder Information for a Company in the Project Directory
- Set Bidder Information for Your Procore Company
- Set Current Project for Equipment
- Set Notifications for a Milestone in Portfolio Financials
- Set or Release Retainage on a Subcontractor Invoice
- Set or Release Retainage on a Subcontractor Invoice (Legacy)
- Set or Release Retainage on an Owner Invoice in the Invoicing Tool (Legacy)
- Set or Release Retainage on an Owner Invoice in the Prime Contracts Tool (Legacy)
- Set Photo Location
- Set Photo Trade
- Set Project Working Days
- Set Retainage for a Contract in Portfolio Financials
- Set the Dashboard View Permissions
- Set the Default Change Management Configurations
- Set the Default Company Bidding Configuration
- Set the Defaults for Your Projects
- Set the Drawing Scale for Takeoffs
- Set the Project Type
- Set the Status on a Prequalification Form
- Set up a Budget in a New Procore Project
- Set Up a Budget View for Custom Reporting
- Set Up a Capital Plan in Portfolio Financials and Capital Planning
- Set Up a Contract Room from a Bid Room in Portfolio Financials
- Set Up a Daily Reminder for Timesheets (Android)
- Set Up a Daily Reminder for Timesheets (iOS)
- Set Up a Field Production Report
- Set Up a Labor Budget to Actual Report for the Timesheets Tool
- Set Up a New Forecasting View
- Set Up a Persistent Project Message for the Project Home Page
- Set Up and Manage Your Favorites
- Set up Configurable Views for the Change Events Line Items View
- Set Up MFA for Procore Pay on Your Device
- Set Up Procore Pay as a Payee
- Set Up Row-Level Security for Procore Analytics
- Set Up Row-Level Security for Procore Analytics
- Set Up Submittal Schedule Calculations
- Set Up the Anticipated Cost Report Budget View for the Procore Analytics Owner Report
- Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®
- Set Up the hh2 Sync Client to Sync Cost Transactions Data
- Set Up the hh2 Synchronization Client for Exporting PCCOs
- Set Up the hh2 Synchronization Client to Import Sage 300 CRE Tax Groups
- Set Up the Import Sage 300 CRE® Tax Groups Feature
- Set Up the Procore Labor Productivity Cost Budget View
- Set Up Your Outbound Email Signature in the Emails Tool
- Set Up your Payroll Export for use with Sage 300 CRE®
- Set Up Your SMS and Email Signature in Resource Planning
- Set User Permissions for the Instructions Tool
- Set User Permissions for the Portfolio Tool
- Settings: Models (Android)
- Settings: Models (iOS)
- Settings: Procore Extracts
- Setup Guide: Microsoft Azure AD (Entra ID)
- Setup Guide: Okta
- Setup Guide: OneLogin
- Share a Company 360 Report
- Share a Company Report Dashboard
- Share a Company Single Tool Report
- Share a Contract in Portfolio Financials
- Share a Custom RFI Report
- Share a Custom Submittal Report
- Share a Project Report
- Share a Project Report Dashboard
- Share a Project Single Tool Report
- Share a Snapshot of a Drawing Comparison (iOS)
- Share Document Management Files in a Correspondence Item
- Share Document Management Files in a Correspondence Item (Android)
- Share Document Management Files in a Correspondence Item (iOS)
- Share Drawings Within Procore (Android)
- Share Drawings Within Procore (iOS)
- Share Lien Waiver Signature Authority
- Share Lien Waiver Signature Authority from a Subcontractor Invoice
- Share Lien Waiver Signature Authority from an Email
- Share Project Location (Android)
- Share Project Location (iOS)
- Share Submittal Attachments (Android)
- Shift Project Dates
- Shift the Ball In Court on an RFI
- Show or Hide Blind Bids on a Bid Package
- Show or Hide Items on the Map
- Show or Hide Objects in a Model
- Show or Hide Project Weather on the Project Home Page
- Show Portfolio Projects in Map View
- Show Your Location on Map (Android)
- Show Your Location on Map (iOS)
- Sign a Completed Action Plan
- Sign a Completed Action Plan (Android)
- Sign a Completed Action Plan (iOS)
- Sign a Completed Inspection
- Sign a Completed Inspection (Android)
- Sign a Completed Inspection (iOS)
- Sign a Document with DocuSign® in the Project Level Documents Tool
- Sign a Non-Disclosure Agreement for a Bid Package
- Sign a Procore Document with DocuSign®
- Sign a T&M Ticket
- Sign a T&M Ticket (Android)
- Sign a T&M Ticket (iOS)
- Sign a Timesheet (Android)
- Sign a Timesheet (iOS)
- Sign an Action Plan Item
- Sign an Action Plan Item (Android)
- Sign an Action Plan Item (iOS)
- Sign an Inspection Item
- Sign an Inspection Item (Android)
- Sign an Inspection Item (iOS)
- Sign in to Bluebeam from Procore
- Sign In to Microsoft Office 365 from the Project Documents Tool
- Sign into Bluebeam from Procore
- Sign Lien Waivers on Project Invoices
- Sign My Time Entries (Android)
- Sign My Time Entries (iOS)
- Sign Timesheets for All Projects (Android)
- Sign Timesheets for All Projects (iOS)
- Sign Up for Procore
- Soft Award a Bid
- Sort and Filter the Resource Assignments List
- Sort Document Folder Contents in the Project Level Documents Tool
- Sort Photo Albums (Android)
- Sort Photo Albums (iOS)
- Sort Projects (Android)
- Sort Projects (iOS)
- Split a Resource Assignment
- Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
- Star a Photo
- Star Previous Minutes
- Start a Workflow in the Document Management Tool
- Start a Workflow on a Project
- Start and Stop Lunch Break (Android)
- Start and Stop Lunch Break (iOS)
- Submit a Bid
- Submit a Bid for a Portfolio Financials Project
- Submit a Bid on Behalf of a Bidder
- Submit a Bid Proposal
- Submit a Change Order for a Portfolio Financials Project
- Submit a Field-Initiated Change Order as a Collaborator
- Submit a New Invoice as an Invoice Contact
- Submit a Pre-Bid Question
- Submit a Prequalification Form
- Submit a Quote as a Collaborator
- Submit an Invoice for a Portfolio Financials Project
- Submit an RFI for a Portfolio Financials Project
- Submit Documents in the Document Management Tool
- Submittal Builder: Add Submittals
- Submittal Builder: Configure Submittal Titles
- Submittal Builder: Generate Submittals from Specifications
- Subscribe to Photos
- Subscribe to the Drawings Log
- Summarize a Conversation - Tutorial
- Switch Between Financial Views
- Switch Between Submittals Views
- Switch Between the Portfolio Views
- Switch Between Views in the Direct Costs Tool
- Switch Between Views in the Instructions Tool
- Switch Between Views in the Projects List
- Switch Between Your Accounts
- Sync and Download Documents from the Document Management Tool (Android)
- Sync and Download Documents from the Document Management Tool (iOS)
- Sync and Download Drawings (Android)
- Sync and Download Drawings (iOS)
- Sync Equipment Telematics Data
- Sync Job Cost Transactions from an Integrated ERP into Procore
- Sync Paid Invoice Notifications from ERP into Procore
- Sync Project Level WBS Codes to NetSuite®
- Sync Viewpoint® Vista™ Compliance Documents with Compliance in Commitments
- Sync Viewpoint® Vista™ Payments with Payments Issued in Commitments
- Take and Add Photos to an Album (Android)
- Take and Add Photos to an Album (iOS)
- Take and Add Photos to an Album with the Camera Tool (Android)
- Take and Add Photos to an Album with the Camera Tool (iOS)
- Take Attendance for a Meeting (Android)
- Take Attendance for a Meeting (iOS)
- Tie's Custom Article
- Toggle Layers On and Off
- Tool-Specific Statements and Conditions
- Track File and Folder Changes in the Project Level Documents Tool
- Track/Untrack a File in Procore Drive
- Transfer Procore Timecard Entries to QuickBooks® Desktop
- Transition Steps
- Trimble Setup for Android Devices
- Trimble Setup for iOS Devices
- Turn T&M Ticket Sections ON and OFF
- Unarchive a Project in Portfolio Financials
- Unassign a Resource
- Unassign an RFI in Portfolio Financials
- Undo the Rejection of an Invoice in Portfolio Financials
- Unearth Map Filters
- Uninstall an App
- Unlink a Company Synced with ERP
- Unlink a Project Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink or Reset PCCOs Synced with ERP
- Unlink Owner Invoices Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- Unlink Your DocuSign® Account from a Procore Project
- Unlock a Budget
- Unlock a Budget with Budget Modifications
- Unlock a Signed Unconditional Lien Waiver as an Invoice Contact
- Unlock a User Account in the Company Directory
- Unlock Bids in a Sealed Bid Room in Portfolio Financials
- Unmark a Drawing as Obsolete
- Unmark an Email as Spam
- Unshare a Contract in Portfolio Financials
- Unsubscribe from the Drawings Log
- Update a Custom Report When Migrating from Budget Modifications to Budget Changes
- Update a Microsoft Project, Asta, or Phoenix Schedule in Procore Drive
- Update a Primavera P6 Schedule in Procore Drive
- Update a Subcontractor Schedule of Values as an Invoice Contact from the Commitments Tool (Legacy)
- Update a Subcontractor Schedule of Values as an Invoice Contact from the Invoicing Tool
- Update a Submitted Bid
- Update a Unit of Measure on the Unit of Measure Master List
- Update an Installed App
- Update and Redistribute a Bid Package
- Update and Set Up DocuSign® on an Owner Invoice
- Update and Upload a Project Schedule File
- Update Bid Documents
- Update Custom Procore Analytics Reports Using Legacy Custom Fields
- Update Expiring Insurance for a Vendor in the Company Directory
- Update General Project Information
- Update Items in the Cost Catalog
- Update Procore Drive
- Update Procore Imports
- Update Project Cost Codes for Export to Sage 100 Contractor®
- Update Project Cost Codes for Export to Sage 300 CRE®
- Update Project Cost Codes for Export to Sage Intacct®
- Update Project Cost Codes for Export to Viewpoint® Spectrum®
- Update the Company or User Import Template
- Update the Employer Identification Number for Your Company's Procore Account
- Update the Financials Budget Report Parameters
- Update the Percent Complete for a Schedule Task (Android)
- Update the Percent Complete for a Schedule Task (iOS)
- Update the Procore Android App
- Update the Procore iOS App
- Update the Schedule of Values on a Owner Invoice
- Update the Schedule of Values on a Prime Contract
- Update the Stage of a Project in Portfolio Financials
- Update the Status of an Action Plan
- Update the Status of an Observation
- Update the Submittals Import Template
- Update the Tool Settings for Contracts
- Update to the New Bid Management Experience
- Update Users & Vendors in your Company Level Directory Tool (Procore Imports)
- Update Users & Vendors in your Project Level Directory Tool (Procore Imports)
- Update Your Profile in Portfolio Financials and Capital Planning
- Upload a Company Logo
- Upload a Compliance Document to a Subcontractor Invoice
- Upload a Drawing Sketch
- Upload a File
- Upload a File (Android)
- Upload a File (iOS)
- Upload a File to the Company Documents Tool (Android)
- Upload a File to the Company Documents Tool (iOS)
- Upload a New Version of a File in the Company Level Documents Tool
- Upload a New Version of a File in the Company Level Documents Tool (iOS)
- Upload a New Version of a File in the Project Level Documents Tool
- Upload a New Version of a File to the Company Documents Tool (Android)
- Upload a Project Logo
- Upload a Project Schedule File to Procore's Web Application
- Upload a Video to the Project Level Documents Tool
- Upload an Office Logo
- Upload and Submit a Submittal
- Upload Bank Verification Documentation as a Payee
- Upload Bid Documents to the Documents Tool
- Upload Documents or Drawings to a Bid Board Project
- Upload Documents to the Document Management Tool
- Upload Drawing Revisions
- Upload Drawings
- Upload Files into a Folder in Procore Drive
- Upload Files or Folders to the Company Level Documents Tool
- Upload Files or Folders to the Project Level Documents Tool
- Upload Photos
- Upload Photos to an Album in Procore Drive
- Upload Photos to the Daily Log
- Upload Photos to the Daily Log from the Photos Tool
- Upload Reports to the Power BI Service
- Upload Signed Lien Waivers for Subcontractor Invoices
- Upload Specification Revisions
- Upload Specifications
- Upload Sub-Tier Waivers to a Subcontractor Invoice as an Invoice Contact
- Upload Updated Procore Analytics Files to the Power BI Service
- Upload Your Avatar or Profile Photo to Procore
- Upload Your Company's First Procore Analytics Files to the Power BI Service
- Uploads
- Use Bulk Actions > Apply Workflow in the Submittals Tool
- Use Bulk Actions > Delete in the Submittals Tool
- Use Bulk Actions > Edit in the Submittals Tool
- Use Bulk Actions > Retrieve in the Submittals Tool
- Use Quick Add on a Company Inspection Template
- Use the 'Forecast to Complete' Feature
- Use the Section Tool on a Model
- Use the Section Tool on a Model (Android)
- Use the Section Tool on a Model (iOS)
- User Guide: Procore QR Stickers (iOS)
- View 3D Models in the Document Management Tool
- View 3D Models in the Estimating Tool
- View a Beneficiary Record as a Payor (Draft)
- View a Bid Form
- View a Bid Package
- View a Capital Plan in Portfolio Financials and Capital Planning
- View a Cash Flow Forecast in Portfolio Financials and Capital Planning
- View a Change Event (Legacy)
- View a Comment on a Prequalification Form
- View a Commitment's Schedule of Values (SOV) (Android)
- View a Company 360 Report
- View a Company's Prequalification Information
- View a Conversation Related to an Item in Procore
- View a Correspondence Item
- View a Correspondence Item (Android)
- View a Correspondence Item (iOS)
- View a Crew
- View a Crew (Android)
- View a Crew (iOS)
- View a Daily Log Canned Report
- View a Daily Log in the List View
- View a Daily Log in the List View (Android)
- View a Daily Log in the List View (iOS)
- View a Daily Log's Change History
- View a Disbursement
- View a Disbursements List
- View a Field Production Report
- View a File in Microsoft Office 365 Using the Company Level Documents Tool
- View a File in Microsoft Office 365 Using the Project Level Documents Tool
- View a File in the Company Documents Tool (Android)
- View a File in the Company Level Documents Tool (iOS)
- View a Form
- View a Form (Android)
- View a Form (iOS)
- View a Gantt Schedule
- View a Labor Budget to Actual Report
- View a Labor Budget to Actual Report (Android)
- View a Labor Budget to Actual Report (iOS)
- View a List of Synced Sub Jobs
- View a Meeting
- View a Meeting (Android)
- View a Meeting (iOS)
- View a Model
- View a Model in X-Ray Mode
- View a My Time Entry (Android)
- View a Prequalification Form
- View a Previous Meeting's Minutes for a Meeting Item
- View a Previous Version of a File in the Company Level Documents Tool (iOS)
- View a Previous Version of a File to the Company Documents Tool (Android)
- View a Prime Contract (Android)
- View a Prime Contract (iOS)
- View a Prime Contract's Owner Invoices (Beta)
- View a Project 360 Report
- View a Project Level Inspection Template
- View a Project Schedule
- View a Project Single Tool Report
- View a Punch List Item (iOS)
- View a Purchase Order
- View a Report
- View a Report of All Specification Revisions
- View a Schedule Task
- View a Snapshot from the Budget Tool
- View a Subcontract
- View a Submittal
- View a Submittal (Android)
- View a Submittal (iOS)
- View a Submittal Package
- View a Summary Preview of an Owner Invoice
- View a T&M Ticket
- View a T&M Ticket (Android)
- View a T&M Ticket (iOS)
- View a Task
- View a Task (Android)
- View a Timecard
- View a Timecard Entry in the Company Level Timesheets Tool
- View a Timesheet
- View a Timesheet (Android)
- View a Timesheet (iOS)
- View a Timesheet Entry Signature
- View a Transmittal
- View a Worker
- View a Worker (Android)
- View a Worker (iOS)
- View a Workflow on a Project
- View Account Information
- View Active Collaborators on a Model
- View Activity about a Person in Resource Planning
- View Activity about a Project in Resource Planning
- View Agent Activity
- View All Punch List Items
- View an Accountant Report for ERP
- View an Action Plan
- View an Action Plan (Android)
- View an Action Plan (iOS)
- View an Activity Log
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report
- View an Estimate
- View an Incident
- View an Observation
- View an Observation (Android)
- View an Observation (iOS)
- View and Configure the Project Labor Graph
- View and Download 3D Models in the Documents Tool
- View and Download Document Management Files in a Correspondence Item
- View and Edit Time Off in Resource Planning
- View and Filter the Change History of the Budget
- View and Manage Bidders on a Bid Form
- View and Manage Document Permissions in the Document Management Tool
- View and Manage Workflow Permissions in the Document Management Tool
- View and Sort Schedule Activities (iOS)
- View Announcements (Android)
- View Announcements (iOS)
- View API Request Metrics
- View API Request Metrics in a Project
- View App Management Metrics
- View App Management Metrics in a Project
- View Approval Workflow Templates in Portfolio Financials
- View Bank Accounts as a Payee
- View Beneficiary Change History as a Payor
- View Bid Documents
- View Bid Files
- View Bids in Portfolio Financials
- View Budget Change Detail for a Budget Line Item
- View Budget Changes
- View Budget Reports
- View Business Entities & Accounts as a Payor
- View Change Events
- View Change Events Summary (Android)
- View Change Events Summary (iOS)
- View Change History for Documents in the Document Management Tool
- View Change History for Specifications
- View Change Orders
- View Change Orders (Android)
- View Change Orders (iOS)
- View Client Contracts (iOS)
- View Closed Assignment Alerts for Resource Planning
- View Commitments
- View Company Details in the Company Level Directory Tool
- View Company Insights
- View Completed Payout Agreements in the Payments Dashboard (Draft)
- View Connected Projects
- View Contract Compliance Documents for Commitments as a Payor
- View Coordination Issues
- View Coordination Issues in the Model Viewer
- View Daily Log Change History
- View Daily Logs in the Calendar View
- View Daily Logs in the Calendar View (Android)
- View Daily Logs in the Calendar View (iOS)
- View Deleted Drawing Revisions
- View Details of an Allocation Rule in Portfolio Financials
- View Details on a Developer Managed Service Account
- View Directory (Android)
- View Document Management Files in a Correspondence Item (Android)
- View Document Management Files in a Correspondence Item (iOS)
- View Documents (Android)
- View Documents (iOS)
- View Documents in the Company Level Documents Tool
- View Documents in the Document Management Tool
- View Documents in the Document Management Tool (Android)
- View Documents in the Document Management Tool (iOS)
- View Documents in the Project Level Documents Tool
- View Documents on the Project Page in Portfolio Financials
- View Drawing Area (Android)
- View Drawing Area (iOS)
- View Drawing Markups (Android)
- View Drawing Markups (iOS)
- View Drawings
- View Drawings (Android)
- View Drawings (iOS)
- View Emails
- View Equipment Details in the Company Equipment Tool
- View Equipment Details in the Project Equipment Tool
- View Equipment on the Map in the Company Equipment Tool
- View Equipment Project Assignments
- View Field Production Report (Android)
- View Field Production Report (iOS)
- View Funding Accounts as a Payor
- View Fundings (Android)
- View Fundings (iOS)
- View Holds on a Subcontractor Invoice as an Invoice Contact for a Payee
- View Inactive Projects in the Company Portfolio
- View Incidents (Android)
- View Incidents (iOS)
- View Inclusions and Exclusions for Subcontracts (Android)
- View Inclusions and Exclusions for Subcontracts (iOS)
- View Inclusions/Exclusions on a Subcontract
- View Information about an Installed App
- View Inspection Schedules
- View Inspections (Android)
- View Inspections (iOS)
- View Instructions (Android)
- View Instructions (iOS)
- View Invoice Payment Status
- View Item Details from the Map
- View Item Locations
- View Items Associated with a Location (Android)
- View Items Associated with a Location (iOS)
- View Items on the Map
- View Leveled Bids
- View Locations
- View Locations Heat Map
- View Locations Heat Map (Android)
- View Locations Heat Map (iOS)
- View Locations Hierarchy (Android)
- View Locations Hierarchy (iOS)
- View Locations on Drawings (Android)
- View Locations on Drawings (iOS)
- View Lookahead Schedules
- View Markups in the Document Management Tool
- View Merge Company History
- View Message Details within a Conversation
- View Messages and Activity for a Bid Room in Portfolio Financials
- View Messages in the Conversations Tool
- View Messages in the Conversations Tool (Android)
- View Messages in the Conversations Tool (iOS)
- View Milestones in Portfolio Financials
- View Models (Android)
- View Models (iOS)
- View My Open Items in the Portfolio Tool
- View My Open Items in the Project's Home Page
- View My Time Entries (iOS)
- View Notifications in Resource Planning
- View Object Properties in a Model
- View Observations by Type
- View Open Items from the Project Overview
- View or Edit Markup Estimates on Change Event Line Items
- View Paid Invoices (Draft)
- View Payment Requirements as a Payor
- View Payment Requirements as an Invoice Administrator
- View Payment Requirements as the Invoice Contact for a Payee
- View Payments Permissions as a Payor
- View Pending Daily Log Entries
- View People Details in Resource Planning
- View Permission Groups for the Document Management Tool
- View Photos
- View Photos (Android)
- View Photos (iOS)
- View Photos on the Map
- View Previous Minutes
- View Prime Contracts
- View Procore Analytics Reports in the Power BI Service
- View Project Connections
- View Project Details (Android)
- View Project Details (iOS)
- View Project Details from the Project Overview
- View Project Equipment Details (Android)
- View Project Equipment Details (iOS)
- View Project Insights
- View Project Insights: Brenda's Test
- View Project Level Inspections
- View Project Message (Android)
- View Project Message (iOS)
- View Project Submittal Insights
- View Project Team (Android)
- View Project Team (iOS)
- View Project Weather from the Project Overview
- View Project Weather on the Home Page
- View Projects from Your Free Procore Account
- View Projects on the Dashboard in Portfolio Financials
- View Projects with App Configurations
- View Published Budget History for a Project in Portfolio Financials
- View Punch List Items
- View Punch List Items (Android)
- View Purchase Orders and Subcontracts (Android)
- View Purchase Orders and Subcontracts (Android) - SK TEST
- View Purchase Orders and Subcontracts (iOS)
- View Quantities on a Timesheet
- View Quantities on a Timesheet (Android)
- View Quantities on a Timesheet (iOS)
- View Read Receipts for Messages Sent in Resource Planning
- View Read Receipts in the Conversations Tool (iOS)
- View Recent Drawings from the Project Overview Screen (Android)
- View Recent Drawings from the Project Overview Screen (iOS)
- View Recent Project Activity from the Project Overview
- View Recently Changed Items on a Project
- View Resource Assignments (Android)
- View Resource Assignments (iOS)
- View Revision History for Milestones in Portfolio Financials
- View RFIs
- View RFIs (Android)
- View RFIs (iOS)
- View Schedule Task Details (Android)
- View Schedule Task Details (iOS)
- View Signatures on an Inspection
- View Signatures on an Inspection (Android)
- View Signatures on an Inspection (iOS)
- View Signed Lien Waivers on Subcontractor Invoices
- View Snapshots in the Project Status Snapshots Tool
- View Specification Area (Android)
- View Specification Area (iOS)
- View Specifications
- View Specifications (Android)
- View Specifications (iOS)
- View Sub-Tier Information on a Subcontractor Invoice
- View Submittal Attachments
- View Submittal PDF Attachments (Android)
- View Submittal PDF Attachments (iOS)
- View Tag Attachments for Projects
- View Tasks (iOS)
- View the Activity Dashboard
- View the Activity Feed for Lookahead Schedules
- View the Activity Feed of a Coordination Issue
- View the Activity Feed of a Coordination Issue (iOS)
- View the Activity Feed of an Inspection (Android)
- View the Activity Feed of an Inspection (iOS)
- View the Activity Feed of Items in an Inspection
- View the All Sets and Revisions Report in the Drawings Tool
- View the All Sketches Report
- View the Archived Companies List for ERP
- View the Assignments Boards
- View the Assignments Gantt
- View the Bid Board
- View the Budget for a Project in Portfolio Financials
- View the Change Events Line Items View
- View the Change History of a Change Event
- View the Change History of a Commitment
- View the Change History of a Compliance Template
- View the Change History of a Data Extract
- View the Change History of a Meeting
- View the Change History of a Permission Template
- View the Change History of a Prequalification Form
- View the Change History of a Prime Contract
- View the Change History of a Single Punch List Item
- View the Change History of a Subcontractor Invoice (Draft)
- View the Change History of a Submittal
- View the Change History of a Timecard
- View the Change History of a Timesheet
- View the Change History of an Inspection
- View the Change History of an Inspection Template
- View the Change History of an RFI
- View the Change History of Lookaheads
- View the Comments and Activity Feed in Portfolio Financials
- View the Company Cost Code Segment Settings
- View the Company Cost Type Segment Settings
- View the Contract Room in Portfolio Financials
- View the Coordination Issues Dashboard
- View the Cost Catalog
- View the Cost Tracker in Portfolio Financials
- View the Deleted Drawing Revisions Report
- View the Deleted Specifications Report
- View the Directory (iOS)
- View the Distribution History of a Custom RFI Report
- View the Email Correspondence for a Transmittal
- View the Executive Dashboard in the Portfolio Tool
- View the Financials Dashboard
- View the Health Dashboard in the Portfolio Tool
- View the Map Dashboard
- View the Markup Activity Feed
- View the Measurements Report for Drawings
- View the Meetings Recycle Bin
- View the Payment Requirements Change History
- View the Payments Dashboard as a Payee
- View the Payments List as a Payee
- View the Payments Tool Change History
- View the People List
- View the Prequalification Company List
- View the Project Dashboard (Android)
- View the Project Dashboard (iOS)
- View the Project Directory
- View the Project Map
- View the Punch List Dashboard
- View the Resource Assignments List
- View the Resource Requests List
- View the Submittal Approvers Response Time Report
- View the Summary Preview for a Subcontractor Invoice
- View the Sync Schedule Page for Sage 300 CRE®
- View the Time Off List
- View the Totals Dashboard
- View the Version History of a Model
- View Timecard Summaries in Company Level Timesheets
- View Timesheets for All Projects (Android)
- View Timesheets for All Projects (iOS)
- View User Change History in the Company Level Directory
- View User Change History in the Project Directory
- View User Details in the Company Level Directory Tool
- View User Details in the Project Directory
- View Users in Your Free Procore Account
- View Users in Your Free Procore Account (Android)
- View Users in Your Free Procore Account (iOS)
- View Vendors in Portfolio Financials
- View, Filter, and Search RFQs
- Void a Change Event
- Void Budget Changes
- What are best practices for compliance templates with Procore Pay?
- Where to Find All Map Layers
- Workflows 2.0 Transition Guide
- Workflows: Transition Guide - Comparison
- Workflows: Transition Guide - Resources