- Course Introduction
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Intro to Core Tools
- Portfolio
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Portfolio Tool
- Permissions
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Permissions Tool
- Directory
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Directory Tool
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Directory and Permission Levels (6min)
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Add a User to the Directory (5min)
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Add a Company to the Directory (5min)
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Create a Distribution Group (2min)
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Import Users Using Procore Imports App (4min)
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Import Companies Using Procore Imports App (4min)
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Directory Resources & Review
- Procore Imports
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Procore Imports
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Practice: Import Users into Procore
- Documents
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Documents Tool
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File & Folder Structure (2min)
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Manage Documents Information & Settings (5min)
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Upload Documents (5min)
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Procore Drive (1min)
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View Documents (4min)
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Manage File Versions (3min)
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Organize Files & Folders (3min)
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Documents Resources & Review
- Tasks
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Tasks Tool
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Add a Task (3min)
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Tasks Resources & Review
- Reports
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Reports Tool
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Create Custom Reports (4min)
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Reports Resources & Review
- Final Exam
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Final Exam
- Course Conclusion
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Core Tools Conclusion
Project Manager: Core Tools -- Owner
Learn Procore's Core Tools as a project manager at an Owner.
Welcome to the Project Manager: Core Tools at Owner certification! This course is designed to teach you how to effectively use Procore's Core Tools* as a project manager, project engineer, or project coordinator at an owner company.
| Estimated completion time: 1-2 hours |
*Tools covered in this course: Directory, Documents, Permissions, Procore Imports, Reports, and Tasks. How do I check what tools I have included in my Procore account?
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