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Procore for Everyday Use

The Procore for Everyday Use training series is designed for general Procore users who want practical, step-by-step guidance on the tools they use every day. Rather than overwhelming you with advanced features, this course series focuses on the essential workflows needed to stay productive and organized in Procore. You’ll learn how to set up projects and users, manage tasks, control documents, and run effective meetings—all with a clear, real-world approach that helps you work more confidently and efficiently within Procore.

This live online series offers 2 four-hour courses. You can take both courses or just the one that meets 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.

Procore for Everyday Use I

Procore for Everyday Use II

Procore for Everyday Use I

Contact Us for Pricing
4 hour course

Many general users struggle to get the most out of Procore, often left to figure things out on their own or rely on limited online tutorials. Procore for Everyday Use I provides step-by-step guidance on the essential processes you need to stay productive. This course covers everything from setting up your project, users, and directories to managing tasks, tracking progress, and generating reports—so you can confidently navigate Procore and get work done efficiently.

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

Upcoming Live Online Course

To view course dates and register, click on the course name below.

There are no upcoming events.

Deadline for registration is 48 hours prior to class start date.

Procore for Everyday Use II

Contact Us for Pricing
4 hour course

Procore is a powerful tool that can handle nearly every construction workflow, but knowing what to do and how to do it can be overwhelming. Procore for Everyday Use II focuses on the essential tools you’ll rely on daily, teaching you how to manage documents efficiently, track changes, and maintain organized folder structures. You’ll also learn how to run effective meetings, from setting agendas to distributing minutes and scheduling follow-ups, ensuring your day-to-day Procore use is productive and stress-free.

Session 1: 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 2: Working with Meetings

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

Upcoming Live Online Course

To view course dates and register, click on the course name below.

There are no upcoming events.

Deadline for registration is 48 hours prior to class start date.

Upcoming Procore Courses

Private/Group 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.

Schedule a Group Session

Training Waitlist

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

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