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Construction Management in Procore

The Construction Management in Procore training series equips construction professionals with the knowledge and practical skills needed to manage projects efficiently from pre-construction through post-construction. Each course builds on the last, teaching not just how to use Procore, but why each step in the construction workflow matters. From understanding drawings, specifications, and contracts, to managing budgets, schedules, RFIs, change orders, safety, and closeout, you’ll gain the tools and confidence to streamline processes, maintain compliance, and deliver successful projects. By the end of this series, you’ll be prepared to leverage Procore’s full suite of tools to manage every aspect of construction with clarity and efficiency.

This live online series offers 8 four-hour courses. You can take all eight courses or just the ones that meet your needs. Each separate course is delivered in 2 two-hour sessions. A live instructor explains the detailed functions and addresses questions as the class progresses.

Note: Instructor will present using Procore. Students who wish to follow along with instructor are encouraged to use the software.

Recording: Registrants for a course will receive access to a recording of each session for 7 consecutive days. Access will start the next business day after the session ends.

Construction Management in Procore I

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4 hour course

Effective construction management goes far beyond simply knowing how to use software. Construction Management in Procore I focuses on the core processes of construction management and explains why each step matters within a system like Procore. From bidding and pre-construction through post-construction, you’ll gain a clear understanding of the construction workflow and learn how to efficiently manage and navigate drawings, review common architectural symbols, and leverage Procore’s drawing tools to keep projects on track.

Session 1: The Construction Process

  • Bidding
  • Pre-Construction
  • Construction
  • Post Construction

Session 2: Drawings

  • General Layout of Drawings
  • General Format of Drawings in Discipline
  • Review common Architectural Symbols
  • Procore Drawings Tool

Construction Management in Procore II

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4 hour course

Having a powerful tool like Procore is only part of effective construction management. You also need to understand the “why” behind each process. Construction Management in Procore II teaches you practical, time-saving ways to manage specifications, project documentation, and communications within Procore. From reading and organizing specification manuals to using Procore’s documentation, photo, and meeting tools, this course equips new construction managers with the skills to stay organized, communicate clearly, and keep projects running smoothly.

Session 1: Specifications

  • What is a Specification Manual?
  • Divisions
  • Reading Specifications
  • Procore Specifications Tool
  • Definitions & Acronyms

Session 2: Project Documentation & Organization

  • Managing Project Documentation
  • Procore Documentation, Photo Tools, and Daily Log
  • Means and Methods of Communication
  • Meeting Minutes
  • Procore Email Tool & Meeting Tool

Construction Management in Procore III

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4 hour course

Every successful construction project begins with a well-managed bidding process. Construction Management in Procore III teaches construction managers how to leverage Procore’s pre-construction and bidding tools to streamline estimating, bid creation, and contractor selection. You’ll learn how to manage different types of bids, contracts, and delivery methods, set up projects and bid packages in Procore, attach documents, track potential bidders, and compare submissions to confidently select the winning bid - all while mastering the system that keeps your pre-construction process organized and efficient.

Session 1: The Bidding Process

  • What is estimating?
  • Types of Bidding
  • Delivery Methods
  • Contract Types and Prequalification
  • Types of General Conditions
  • Procore Prequalification

Session 2: Creating a Bid

  • Procore Bidding Tool
  • Creating a Project
  • Creating and Configurating Bid Packages
  • Attaching Bid Documents
  • Adding potential bidders
  • Comparing Bids and Selecting Winning Bids within Procore

Construction Management in Procore IV

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4 hour course

Managing budgets, schedules, purchase orders, and contracts is a daily reality for construction managers, and handling all that data efficiently is essential. Construction Management in Procore IV focuses on the operational skills needed to manage these critical project components within Procore. You’ll learn how to differentiate between contracts, POs, and general conditions, navigate legal considerations, and use Procore’s commitments, budgets, schedule, and submittal tools—giving you the confidence to keep your projects on track, compliant, and on budget.

Session 1: Budgets, Contracts, and POs

  • Prime contract vs. subcontract vs. a purchase order (PO)
  • AIA & Consensus Docs
  • Recommended Items to attach to a contract
  • General Conditions and General Requirements
  • What happens if a contract is breached?
  • Legal repercussions if contracts are broken
  • Procore Commitments & Budgets Tool

Session 2: The Schedule and Submittals

  • Review Schedule terminology
  • Procore - Using the Schedule Tool
  • What is a Submittal?
  • Substitution Requests
  • How to Review a Submittal
  • Procore Submittal Tool

Construction Management in Procore V

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4 hour course

In construction, change is the only constant. Revisions, RFIs, change events, and change orders form the core of a project manager’s responsibilities. Construction Management in Procore V walks you through the practical steps of managing these processes in Procore. You’ll learn how to control drawing and specification updates, track RFIs, handle change events and orders, and use Procore’s tools to ensure every change is documented, approved, and communicated efficiently, while keeping your projects on schedule and under control.

Session 1: Managing Project Revisions and RFIs

  • Controlling drawing and/or specification updates
  • What is an RFI?
  • Procore Drawing/Specification Tool & RFI Tool

Session 2: Change Events and Change Orders

  • What are change events (CE)?
  • What are change orders (CO)?
  • Who approves CEs and COs?
  • Common Change Event and Change Order reasons
  • Procore Change Events and Change Orders

Construction Management in Procore VI

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4 hour course

In construction, knowing when to pay and when to get paid is critical - but so is keeping the jobsite safe. Construction Management in Procore VI teaches you how to manage payment processes, track invoices and pay applications, and forecast project budgets efficiently in Procore. You’ll also learn to handle observations, incidents, and inspections, ensuring that safety issues are documented and addressed promptly, helping your team stay productive, compliant, and incident-free.

Session 1: Pay Applications and Invoices

  • Pay Applications and Invoices
  • Required documentation within Pay Application
  • Reporting and Forecasting Project Budget
  • Procore Invoices Tool

Session 2: Observations, Incidents, and Inspections

  • Understanding Observations
  • Understanding Incidents
  • Understanding Inspections
  • Procore Observations, Incidents, and Inspections

Construction Management in Procore VII

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4 hour course

Project closeout is a critical phase for releasing final payments and ensuring client satisfaction. Construction Management in Procore VII guides you through the essential steps of managing punch lists, walkthroughs, and the complete project closeout process using Procore. You’ll learn how to track punch list items, organize documentation, and review closeout requirements within specifications—ensuring a smooth, thorough, and efficient conclusion to every project.

Session 1: The Punchlist

  • Understanding a Punchlist
  • When is a Punchlist walk scheduled?
  • Procore Punchlist Tools

Session 2: The Closeout Process

  • Understanding Project Closeout
  • Items Required for a complete and successful Closeout
  • Review Closeout Sections within a Specification Manual

Construction Management in Procore VIII

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4 hour course

An effective construction manager doesn’t stop when the project ends. Post-construction data can inform future projects and improve profitability. Construction Management in Procore VIII teaches you how to leverage Procore for post-mortem analysis, warranty tracking, and facility management. You’ll learn how to extract and compare budget and performance data, host post-construction information, and manage warranties using Procore’s tools - turning completed projects into insights and opportunities for future success.

Session 1: Mining Post-Construction Data

  • Postmortem Concepts
  • Extracting Final Budget Data
  • Comparing Pre and Post Construction Results
  • Hosting Post-Construction Data

Session 2: Warranties

  • Warranties Explained
  • Warranty Management
  • Facility Management
  • Procore - Builder Warranty Tools
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