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To use Procore on a construction project, start with the learning path for your role, confirm your project permissions, and then follow the project’s workflow from setup through construction and closeout. Project managers and engineers handle more setup and financial administration; subcontractors typically use the project’s documents, drawings, schedules, and collaboration tools. The tools available to you depend on the project configuration and access your company assigns.
Choose training for your role and confirm access
Procore offers self-paced, role-based certification courses covering relevant tools, common tasks, and actions in its iOS and Android apps. Procore Learning also provides a platform tour, tool-by-tool training, certifications, and role-based learning paths. Start with the path that matches your work, such as project manager/project engineer or subcontractor.
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Before attempting project administration, ask the company or project administrator to confirm your permissions. Procore’s project manager and project engineer learning path notes that its tasks require appropriate company-level and project-level permissions. Being invited to a project does not necessarily grant access to create budgets, contracts, or change project settings.
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Set up the project hub
For project managers and engineers, Procore’s project setup tutorial describes a basic starting sequence: create the project, add collaborators to the project directory, review the Documents tool for project files, and prepare mobile access for job-site use. The project directory holds collaborator contact information; the tutorial says adding a person there also adds them to the company directory.
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The broader project-manager workflow includes additional setup tasks, depending on responsibility and permissions:
- Upload plans and other project information.
- Update the directory and configure the project team.
- Create a budget and prime contract.
- Build submittals from specifications when that is part of your workflow.
These are administrative tasks, not a checklist every project collaborator should complete.
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Use Procore across the project lifecycle
Before construction: prepare and bid
Depending on the project and your role, pre-construction work can include setting up the project and managing bids. The project-manager learning path covers creating and distributing bid packages, reviewing bids, selecting bidders, and converting bids into commitments.
During construction: document, coordinate, and manage
Use the tools that match the work your team needs to track. Procore’s project-manager path groups construction activity into monitoring, documentation, financial management, and coordination with design teams, subcontractors, and owners. Examples include:
- Field and progress records: daily logs, inspections, photos, reports, and schedules.
- Project information and design coordination: documents, RFIs, submittals, and meetings.
- Financial workflows: budgets, contracts or commitments, invoices, and change orders.
- Quality and completion: punch lists and observations.
Which tools you use, and what actions you can take in them, depends on the project’s setup and your permissions.
After construction: close out
The project-manager path includes closing punch-list items, extracting project data, and changing the project status to inactive. Coordinate the required records and closeout responsibilities with your project team before changing the project status.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Follow the subcontractor workflow
Subcontractors generally use Procore to respond to and retrieve information shared by the general contractor rather than administer the entire project. Depending on the project configuration and permissions, the work may include:
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- Reviewing bids or commitments and navigating the project dashboard.
- Submitting or retrieving submittals, and viewing RFIs.
- Opening project documents and drawings, downloading or filtering files, and comparing drawing revisions.
- Checking schedules and meetings.
- Responding to punch-list items.
- Exporting RFI or submittal logs where access allows.
Use the subcontractor learning path to practice the tools relevant to your work. If an expected project item or action is missing, check with the project administrator about access and configuration.
Use mobile access as a field option
Procore’s project setup tutorial recommends installing its mobile app on a smartphone or tablet for job-site access. A tablet is optional; the cited guidance does not require a particular device or rugged hardware. For current app setup and release details, consult Procore Support, since compatibility and features can change.
Pick the workflow that fits your responsibility
The most useful distinction is not one universal Procore sequence, but what you are responsible for and where the project stands:
Quick Recap
- Project manager or engineer: focus on project setup, administration, financial workflows, and coordination; confirm elevated permissions before taking action.
- Subcontractor: focus on bidding or commitments, project information, and responding to general-contractor workflows.
- Any project collaborator: learn the tools tied to your assigned work, and ask the project administrator when a tool or action is unavailable.
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