Procore__ student glossary

Question 1

Term

Answer 1

Definition

Question 2

Canned Reports

Answer 2

Preformatted reports that are view- and export-ready.

Question 3

Custom Reporting

Answer 3

The Reports tool gives users the ability to create, generate, and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data.

Question 4

Distribution Group

Answer 4

A distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is similar in function to a Contacts Group in an email program and is not associated with any security settings.

Question 5

Drawing Discipline

Answer 5

During the upload process, the drawing discipline field is automatically pre-filled with the correct drawing discipline (e.g., Architectural, Civil, Electrical, etc.). By default, there are several abbreviations that are mapped to the most common industry standard disciplines. However, you can customize the default abbreviation mappings or add custom ones, as needed, on a per project basis if your drawing discipline does not match Procore’s standard.

Question 6

Drawing Markup Personal vs. Published

Answer 6

Any time you create a markup in the Drawings tool, your drawing defaults to private meaning only you can see your markup. In order for others to see your markup, you will need to publish it. Once published, all admin and standard level users that have access to the drawings tool will have visibility.

Question 7

Drawing Set

Answer 7

In Procore, a drawing set is any like group of drawings that were issued on the project, whether it was an entire set of plans or a single drawing revision. A drawing set can be anything from the bid set, to an addendum, to the issued for construction (IFC) set, or even a bulletin.

Question 8

Drawings by Area

Answer 8

When uploading drawings for a project with multiple buildings, you might find that many drawings are labeled with the same title (e.g., A1). To prevent confusion, you can create different drawing areas, where each building would have its own separate drawing area within the project’s Drawings tool.

Question 9

Inspections

Answer 9

In Procore’s Inspections tool, create comprehensive checklists to capture all of the requirements associated with the different types of inspections that occur during the lifecycle of a construction project. Create a unique template for each inspection or choose to modify, add to, or edit a company template on a project-by-project basis.

Question 10

Levels of Architecture

Answer 10

In Procore, there is a company and project level of architecture. The company level is to manage overall settings and provide an overview of your projects, while managing project specifics at the project level.

Question 11

Meeting Minutes Mode

Answer 11

When you first create a meeting, the system automatically places the meeting into Agenda mode. While the meeting is in agenda mode, you can set up the meeting details. When the meeting occurs, you can convert the meeting to Minutes mode. This allows you to mark the attendees as absent or present, as well as add meeting minutes for each meeting item on the agenda.

Question 12

Observations

Answer 12

Project managers can use the Observations tool to assign tasks to other project team members. These observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. Unlike the Punch List tool, Observations is designed to be used at any phase in the project lifecycle.

Question 13

Optical Character Recognition (OCR)

Answer 13

Technology to help expedite the upload and review process. When you upload new drawings to a project, Procore can automatically pre-populate the title, number, and discipline.

Question 14

Planroom

Answer 14

Procore’s Company level Planroom tool gives users the ability to view and submit bid packages. To use this tool, you must be invited to bid on a project.

Question 15

Submittal Builder

Answer 15

The Submittal Builder allows you to automatically create the submittal registry from the spec book.

Question 16

Submittal Manager

Answer 16

In Procore, a submittal manager is the person responsible for overseeing a submittal throughout its lifecycle. If you create a submittal and have ‘Standard’ or ‘Admin’ level permission to the Submittals tool, your name appears as the ‘Submittal Manager’ by default. However, users with ‘Admin’ level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted ‘Standard’ or ‘Admin’ level permission to the Submittals tool. The ‘Submittal Manager’ field lets you change ownership of a submittal when the person who created a submittal (or that submittal’s current manager) is no longer a member of the project team.

Question 17

Submittal Workflow Template

Answer 17

In Procore, a submittal workflow template provides users with ‘Admin’ level permission on the Submittals tool with the ability to define the submitter(s) and approver(s) for your project’s submittal review process. You can create multiple workflow templates to suit the specific needs of your review process.