Project Management Procore Certification

True or False: After you or someone on your team selects the "official response" to an RFI, the next step is to manually email all parties involved of the response.

False

True or False: As a best practice, you should create calendar items in Procore for construction-related tasks that will impact the current project schedule.

False

True or False: As a best practice, you should create your schedule completely in Procore.

False

True or False: If a user is not included on the initial workflow of a submittal, he or she can not respond to the submittal.

False

True or False: Team members entered into the RFIs Responsible Party field will receive notification emails regarding the RFI.

False

True or False: To upload a revision to your spec book, you will first need to delete the old version from Procore.

False

True or False: When you add a markup to a drawing, any markups will be immediately available to your team without further action on your part.

False

True or False: When you delete a specification from the Specifications list page, you will delete the specification and all of its revisions.

False

True or False: When you delete a submittal in Procore, it is permanently deleted and unrecoverable.

False

True or False: You can only access and view the project's spec book in the Specifications tool.

False

True or False: You can only create follow-up meetings from a meeting in "Agenda" mode.

False

True or False: You should make the designated bid documents folder 'private' before you add it to your bid package.

False

You should upload shop drawings to Procore's Drawings tool.

False

How can you draw a straight line while marking up your drawing?

Hold shift key when drawing a line

Who can view drawing markups on your 'Personal' layer?

Only You

If you would like to allow your external subcontractors to submit their RFIs in Procore, which permission level should they be assigned? None Read only Standard Admin

Standard

True or False: After your meeting's agenda is saved in Procore, you will need to distribute the meeting in order for the invited attendees and members of the distribution list to receive an email notification of the upcoming meeting.

True

True or False: Before you publish your spec book to the team, you should make sure there's a break between every spec section.

True

True or False: If you have a project with more than one building or area, you should enable the "Drawings by Area" feature.

True

True or False: It is recommended that you link the RFI to the related drawing in the Drawings tool.

True

True or False: It's important to discuss best practices in formatting your drawings with the design Team to ensure that the drawings are seamlessly processed in Procore.

True

True or False: Procore automatically sends an email to users with 'Admin' permissions on the Drawings tool when new drawings have been uploaded and are ready to be reviewed and published.

True

True or False: Procore recommends that RFIs are filtered through a project manager or "RFI Manager" who reviews them within Procore and distributes them as needed.

True

True or False: Taking photos and creating albums in a logical and consistent order will help keep a logical record of the job that will be easy to search later.

True

True or False: When a meeting is in "Draft" mode, you will not be able to distribute the agenda to any attendees.

True

True or False: When an issue occurs on site that may impact and cause a delay to the current project schedule, you should instruct your team to create a schedule change request using the Schedule tool.

True

True or False: When you click a project's Drawings tool in the Procore web app, you should expect to see the project's "current set" of drawings. (i.e. The most recently uploaded revision of each drawing.)

True

True or False: When you link an RFI to a drawing, you will see the drawing linked on the RFI's view page.

True

True or False: When you save a submittal as a draft, no notifications are sent out to the members of the distribution list and workflow.

True

True or False: You can create a commitment directly from an awarded bid.

True

True or False: You can integrate your Bluebeam Studio Prime account with Procore.

True

True or False: You can now have your Design Team upload drawings directly to the Drawings tool without having the drawings be published immediately.

True

True or False: You can upload schedules generated by projectmanager.com into Procore's Schedule tool.

True

True or False: You should always make sure that your spec book has a Table of Contents before you upload it into the Specifications tool.

True

True or False: Your Field Team should have access to Specifications in the Specifications tool.

True

rue or False: You can access your meetings on your mobile device.

True

What does it mean when a meeting is in "Minutes" mode? a. Meeting notes have been logged or are currently being logged b. The meeting has been scheduled for a future date and has not occurred c. The meeting is locked and cannot be edited d. The meeting's agenda is undefined

a. Meeting notes have been logged or are currently being logged

Which upload option should you choose if you would like to add markups before the photo is added to Procore? a. Take photo c. Choose from Library

a. Take photo

In Procore, what does it mean if a field has a blue caret in the top corner of the cell? a. The field is editable in-line b. The field has been marked for review by a 'Standard' level user c. The item is overdue d. The item has a comment attached to it

a. The field is editable in-line

Where can you check if bid invitees have downloaded their bid documents? a. Under the bid package's Download log b. Under the bid package's Emails tab c. Under the bid package's Correspondence tab d. There is no way to check this information in Procore

a. Under the bid package's Download log

What should you do if Procore did not properly identify and name a specific section correctly when uploading your spec book to the project? a. Re-upload the spec set b. Click on the incorrect field, edit the value, and click Enter or Return on your keyboard c. Click Publish All d. Remove the Table of Contents and upload the file again

b. Click on the incorrect field, edit the value, and click Enter or Return on your keyboard

Question 7 of 10 Which action are you UNABLE to perform from the PDF viewer of a spec section? a. Download the PDF file b. Export as a CSV file c. Perform a keyword search d. View the upload date

b. Export as a CSV file

What is the best way to inform bidders of a change to the bid documents after they have been sent out? a. Send an email from your personal email account b. Send an email from the Correspondence tab in Procore c. Procore will automatically notify bidders of a change to bid documents d. Delete the bid package and create a new one

b. Send an email from the Correspondence tab in Procore

If you would like to allow your external subcontractors to submit their submittals in Procore without giving them full access to the tool, which permission level should you assign them? a. Read-only b. Standard c. Admin

b. Standard

Besides the Schedule tool, where else can you view the current day's scheduled tasks? a. Meetings tool b. The project's Home page c. Drawings tool d. Photos tool

b. The project's Home page

When you see a text field in Procore that has a blue caret in the top right corner of the cell, what does it mean? a. The text field was recently edited b. The text field can be edited c. The text field has been marked for review by a 'Standard' user d. The text field cannot be edited

b. The text field can be edited

What information is NOT carried forward when you create a follow up meeting? a. Title of the Meeting b. "Open" items c. "Closed" items d. "On-hold" items

c. "Closed" items

Why are some action buttons inactive and gray? a. Because the action is no longer supported by Procore's application b. Because an 'Admin' user manually disabled the action c. Because certain actions require that you first select one or more spec sections before the button becomes active and orange (i.e. clickable) d. Because another user has already performed that action

c. Because certain actions require that you first select one or more spec sections before the button becomes active and orange (i.e. clickable)

What should you do if a submittal is rejected by a member of the workflow? a. Place the Ball in Court back to the submitter so that the workflow can begin again b. Close the current submittal, and create a new submittal from the list page c. Distribute the current submittal, and create a revision from the submittal's view page d. Delete the current submittal, and create a new submittal from the list page

c. Distribute the current submittal, and create a revision from the submittal's view page

Who should be set up as subscribers to the Specifications tool? a. Estimators b. Owner(s) c. Everyone on the project's Field Team d. Everyone on your company's Executive Team

c. Everyone on the project's Field Team

Which permission level on the Photos tool does Procore recommend you give to collaborators on the project if you want them to upload photos, but not have access to the configuration settings? a. None b. Read-only c. Standard d. Admin

c. Standard

What is the Submittal Manager? (select best answer) a. The person who configured the Submittals tool on the project b. A user who is in charge of contacting the external contractor when the submittal has been approved c. The creator of the submittal d. A user who is the gatekeeper of the submittal and is in charge of facilitating a submittals workflow making sure that it is collected and reviewed by all appropriate people.

d. A user who is the gatekeeper of the submittal and is in charge of facilitating a submittals workflow making sure that it is collected and reviewed by all appropriate people.

What is the RFI Manager? a. The person who configured the RFIs tool on the project b. A user who is in charge of contacting the external contractor when the RFI has been resolved c. The creator of the RFI d. A user who will receive notification emails when the RFI is responded to or updated

d. A user who will receive notification emails when the RFI is responded to or updated

Which permission level should you give to your team members who will need to use the full functionality of the Photos tool, including viewing all public and private photos, managing the settings, as well as uploading and deleting photos. a. None b. Read-only c. Standard d. Admin

d. Admin

How can you upload photos into Procore? a. Click the "Upload Photos" button b. Send an email to a project's Procore-specific email address where photos are included as attachments c. Drag and drop files anywhere in the tool d. All of the above

d. All of the above

What happens when the ball in court on a submittal switches to you? a. You will receive an email notifying you that the submittal requires your attention b. You will see a response box above the general information in the submittal c. The submittal will appear in the "My Open Items" section on your home page d. All of the above

d. All of the above

What is an important best practice you should communicate to the Design Team about the formatting of the spec book? a. The table of contents should be in the first 25 pages of the spec book b. The spec section number and description should be in the header and footer of every page c. There shouldn't be any other string of numbers that looks like a spec section number in the header and footer of the page (e.g. a project ID) d. All of the above

d. All of the above

Who can view "private" meetings? a. No one but the user who originally created the meeting b. Users that are listed as invited attendees or are on the distribution list c. Users with 'Admin' permission on the Meetings tool d. B and C

d. B and C

What's the recommended way of uploading your project schedule file to Procore? a. Email the file to [email protected] b. Use Procore Sync c. Upload the file to your project's Documents tool d. Use Procore Drive

d. Use Procore Drive

How can you search for bidders to add them to the bid list (when viewing the Search for Bidders page)? a. Type the name of the company in the keyword search bar b. Filter by trades or cost codes c. Filter by jobsite proximity d. Filter by vendor ratings e. All of the above

e. All of the above