Procore Quiz Answers CE 3310
True or False: Observations cannot be created directly from an inspection.
False
True or False: You can only distribute a submittal once.
False
True or False: Changing a bid package's status to "Closed" removed it from the bidder's Planroom and the bidder will no longer be able to submit bids.
True
True or False: You can attach a file from a project's Documents tab as a related item to a commitment.
True
True or False: You can only create inspection templates at the Company level.
True
True or False: You can only upload a spec book into Procore if it's saved as a PDF file.
True
True or False: You can relate spec sections to submittals in Procore.
True
True or False: You may create custom observation types for you to choose from.
True
In order for a user to be assigned a punch list item, he/she must have which permission level on the Punch List tool?
Standard Admin
A Prime Contract should remain in the 'Draft' mode until which action(s) have been completed?
The Schedule of Values (SOV) have been fully built out The client has reviewed and approved the Prime Contract
Who can view a punch item that's marked as 'private'?
The assignee Users with admin permission on punchlist tool Users on punchlist distribution list
Who can view a private RFI?
The person who is assigned the RFI Any users on the RFI's distribution list Users with 'Admin' level permission on the RFIs tool
A project's weather information can be logged from the following resources, EXCEPT:
The weather channel
Which statement is true about assignees, who typically have 'Standard' level permissions on the Observations tool?
They can respond to an observation that has been assigned to them and mark it as "Ready for Review"
True or False: Users with 'Read-only' and 'Standard' level user permissions can be given access to view the Prime Contract and its Schedule of Values (SOV) line items.
True
True or False: When creating a new submittal package, you can add existing submittals as well as create new submittals that will automatically be added to the package.
True
True or False: When you click a project's Drawings tool, you should expect to see the project's "current set" of drawings. (i.e. The most recently uploaded revisions of each drawing.)
True
Fill in the Blank: Bidders log in to ________ to view a bid package and submit a bid.
the Company Level Planroom tool
You can upload drawings from the following locations, EXCEPT:
the project's Emails tool
Once a drawing has been reviewed and published, which of the following data fields can still be edited/changed?
The Number, Title, and Revision Number fields The Title, Dates, and Discipline fields
True or False: A punch list item can only be assigned to one user.
False
True or False: If an assignee does not respond to an RFI before the due date, the person who created the RFI is responsible for sending email reminders.
False
True or False: Notifications are automatically sent to bidders when bid documents are updated.
False
True or False: There is no way to validate whether or not a user (who has access to view the file) has downloaded the file from Procore.
False
True or False: When you click the "Clear" link after performing a keyword search, both the search and filter settings are reset to their defaults.
False
True or False: When you create an observation, it automatically sends an email notification to all responsible parties without further action from you.
False
True or False: When you use the Copy Daily Log feature to create a new log entry, you will not be allowed to make changes to the new log entry.
False
True or False: You cannot change the order in which the different daily logs are listed.
False
True or False: You must add bidders to the project directory in order for them to view the bid documents.
False
When you create a follow-up meeting, both 'Open' and 'Closed' items will automatically be carried over to the follow-up meeting's agenda.
False
What happens when you click the icon above? (down arrow into Server icon)
It will download a PDF of the current drawing revision to your computer
What information is NOT displayed on a project's Home tab?
Items recently changed in the project Daily weather based on zip code Featured project image List of open items
How can you set up a project's budget in Procore?
Manually enter each budget line item Import a CSV file
In order to create a new RFI, you must provide a value for the following fields, EXCEPT:
Cost of Impact
What information can be found in the Commitment Summary Report?
A financial overview of commitments, commitment change orders, and payments
When reviewing an uploaded drawing, you can perform the following actions, EXCEPT:
Add markups to the drawing
How can you include users on future submittal notification emails if they are not assigned to the submittal as a designated approver?
Add them to the submittal's distribution list
Which permission level is required on the Punch List tool in order to close a punch item that has been sufficiently resolved by a subcontractor?
Admin
Which action can you perform in the Budget tool?
Aggregate financial data from your commitments and change orders Track all of your direct costs Forecast additional costs to establish the estimated cost at completion with a savings/losses breakdown for each line item
Which accounting methods are supported for commitments?
Amount Based Unit/Quantity Based
Who can NOT respond to a submittal in Procore?
Any user who can view the submittal in Procore
Why are some action buttons inactive and gray?
Because certain actions require that you first select one or more spec sections before the button becomes orange/clickable
How can a user respond to an RFI so that the response is automatically saved in Procore?
By replying to the email notification itself By viewing the RFI in Procore's web application and entering a response By viewing the RFI in Procore's mobile application and entering a response
How do you make an uploaded file or folder private?
Click the padlock icon so that it's locked/closed b. Move it into a private folder c. Mark the "Make Private" checkbox under a document's "File Permissions" section
Where can you configure Trades and Advanced Options that allow you to more specifically search for companies to bid on your project?
Company Level Directory
What can recipients accomplish directly from a meeting's invitation email?
Download pdf of agenda add meeting to calendar
You can attach bid documents from which of the following Procore tools?
Drawings Specs Documents
When you complete an item on the meeting's agenda, what should you do to indicate that the item has been resolved?
Mark the item as 'Closed'
All of the following items can be attached to an inspection EXCEPT:
Meetings
When can you create Payment Applications and Change Orders?
Once the Prime Contract's status is 'Approved'
Who can view drawing markups on the "Personal" layer?
Only you
Which technology is used to intelligently process uploaded specifications into appropriate divisions and spec sections?
Optical Character Recognition (OCR)
In order to create a new line item in your budget, the following values must be provided, EXCEPT:
Projected Budget
By default, all of the following Budget reports are available, EXCEPT:
Projected Costs Report
Which type(s) of commitments can be created in Procore?
Purchase Orders Subcontracts
If a subcontractor has been assigned a punch item and has sufficiently fixed an issue, he/she should mark the item as ____________, which denotes that the item is ready for final inspection.
Resolved
How do you add a document to a project?
Send a file to the project's unique email address Upload a file using Procore's Windows Desktop application, Procore Drive Drag and drop a file into a folder's designated "Upload Queue" section Click the "Browse" button to select a file from your local computer
True or False: A default retainage (%) amount can be applied to all payment application line items.
True
True or False: All changes made to an inspection item are tracked in an active history log.
True
True or False: An observation can either be created from an inspection or directly in the Observations tool.
True
True or False: Any users in the Submittal Workflow section, including both submitters and approvers, will need 'Standard' and above permissions on the Submittals tool.
True
True or False: At the Company level, users will only have access to view projects to which they have been specifically granted access to by a company/project administrator.
True
True or False: Before an uploaded spec book is viewable in the Specifications log page, each spec section must first be reviewed and published.
True
True or False: Both the Cost Code and Category lists are customizable depending on your company's specific needs.
True
True or False: Budget modifications are used to transfer funds between line items.
True
True or False: By default, persons or companies listed in either the "Responsible Contractor" or "Question Received From" fields will not receive email notifications about the RFI unless they are added to the "Distribution" list.
True
True or False: By default, the "Forecast to Complete" column calculates the difference between the Projected Budget and Projected Costs.
True
True or False: If you plan to make changes to the RFI before it's officially distributed to the assignee, you should place the RFI in "Draft" mode.
True
True or False: If you respond to an RFI via email, any of the email's attachments will automatically be saved and associated with the RFI in Procore.
True
True or False: If you upload a multi-page drawing set (as a single PDF), Procore will automatically split up the set into individual drawings.
True
True or False: Items and categories can be dragged and dropped to change the order in which they're sorted.
True
True or False: New line items that are added to a locked budget will automatically have an "Original Budget" value of zero dollars.
True
True or False: Only the users you invite to bid on the project will be able to log in to Procore and submit a bid.
True
True or False: Previously uploaded versions/revisions of a file are preserved in Procore and are available for download in the file's Version Log.
True
True or False: The Manpower Log Report can be used to record site activity of individuals as well as companies.
True
True or False: The only way to make your personal markups visible to others users is by publishing them so that they become visible on the drawing's "Published" layer.
True
True or False: The response form will only appear on the submittal if the submittal's ball in court is assigned to the user viewing the submittal.
True
True or False: When you review uploaded drawings and manually correct/edit the auto-filled drawing title and/or number, Procore can dynamically readjust its processing algorithm for the remaining drawings based on your changes.
True
True or False: When you upload a project's specifications into Procore, you must upload them into a specifications set.
True
True or False: You can access your Punch List items in Procore on your mobile device using Procore's Android or iOS mobile apps.
True
Which of the following types of bids are submitted in Procore?
Unit/quantity Bid Lump sum Bid/non itemized bid
How can you set up a Prime Contract's Schedule of Values (SOV) line items?
Upload a properly formatted CSV file Enter each line item manually Import all line items from your project's budget Import only division level summaries from your project's budget
What is the best way to view the changes between different revisions of an uploaded drawing?
Use the "Compare Revisions" feature to view highlighted changes
What is the best way to be notified of changes made to a file or folder?
Use the built-in file tracking feature
Who can view a 'Private' subcontract?
Users with admin permission Users with standard permission added to distribution list
Which types of users will be able to view the meeting's details and notes if the meeting is marked as 'private'?
Users with admin permission on meeting tab Users listed in scheduled attendees
After a budget is locked, how can its line items be modified?
Via budget modifications Via approved change orders
How do you convert a meeting from Agenda mode to Minutes mode so that you can add notes during the actual meeting?
When viewing a meeting, click the "Convert to Minutes" button
By default, when reviewing an uploaded drawing, the preview window displays a zoomed in view of which corner of a drawing?
bottom-right