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Procore for General Users

$425 per person

Procore is the leading Construction Management tool for GC and Trade Contractors on the market today. It’s a robust, powerful, and expansive tool that covers almost every conceivable workflow. The problem is that, sometimes, it can be hard to figure out what to do, and how to do it, on our own. All too often, Procore is installed and distributed, and general users are left to fend for themselves on how to use basic processes and tools. With this class, a ZenTek Consultants construction expert will show you the most common processes you need to be comfortable with using in Procore and explain how to use them in step-by-step detail.

This eight (8) hour course is delivered in four (4), two-hour long sessions that students can attend online, right from their own desk. A live instructor will explain the detailed functions, and address questions as the class progresses.

Recording: Registrants for this course will receive access to a recording of each session for 48 consecutive hours. Access will start the next business day after the session ends.

Must attend all four sessions.

Session 1: Setting Up Your Project

  • Company vs. Project Level Settings
  • Project Level Directories
  • Setting Up Users and Companies
  • Building Distribution Groups
  • Importing Existing Companies and People

Session 2: Working with Tasks

  • Setting Up Task Categories
  • Adding and Assigning New Tasks
  • Editing and Tracking Task Status
  • Task Comments and Attachments
  • Task Reporting and Filters

Session 3: Working with Documents

  • Understanding Folder Structures and Templates
  • Adding Folders and Files
  • Adding Files via Email and Procore Drive
  • Viewing Documents
  • Working with Document Properties
  • Editing Documents and Tracking Changes
  • Updating Document Versions

Session 4: Working with Meetings

  • Setting up and Using Meeting Templates
  • Creating Meetings and Setting Agendas
  • Distributing Meeting Request and Agendas
  • Add Meeting Minutes
  • Distributing Meeting Minutes
  • Creating Follow Up Meetings

Upcoming Live Class

Live class not available or can’t make the scheduled dates? Fill out the Training Waitlist form and we’ll contact you when the class is available.

Custom/Private Training

We also offer this training for individual firms who want to arrange a group session at a time that’s convenient for them. Group rates are available. Contact us to schedule a group session.