CE 3310 Procore Student Certification

Procore Certification: Student Submit a Bid Review Procore True or False: Notifications are automatically sent to bidders when bid documents are updated.

False

Procore Certification: Student Submit a Bid Review Procore True or False: You must add bidders to the project directory in order for them to view the bid documents.

False

Fundamentals: Set Up a New Budget Review In order to create a new line item in your budget, the following values must be provided, EXCEPT:

c. Projected Budget

Fundamentals: Documents Review 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

Fundamentals: Level of Architecture Review 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

Fundamentals: Specifications Review 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

Fundamentals: Specifications Review True or False: When you upload a project's specifications into Procore, you must upload them into a specifications set.

True

Fundamentals: Specifications Review True or False: You can only upload a spec book into Procore if it's saved as a PDF file.

True

Fundamentals: Submittals Review 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

Fundamentals: Submittals Review 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

Fundamentals: Submittals Review 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

Procore Certification: Student: Creating a Bid Package and Inviting Bidders Review 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

Fundamentals: Meetings Review When you create a follow-up meeting, both 'Open' and 'Closed' items will automatically be carried over to the follow-up meeting's agenda.

b. False

Procore Certification: Student Submit a Bid Review Procore Fill in the Blank: Bidders log in to ________ to view a bid package and submit a bid.

the Company Level Planroom tool

Fundamentals: Documents Review 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

Fundamentals: Submittals Review True or False: You can only distribute a submittal once.

False

Procore Certification: Student: Creating a Bid Package and Inviting Bidders Review You can attach bid documents from which of the following Procore tools?

All of the above (Drawings Specifications Documents)

Procore Certification: Student Submit a Bid Review Procore Which of the following types of bids are submitted in Procore?

Both B&C (Unit/Quantity Bid Non-Itemized Bid / Lump Sum Bid)

Procore Certification: Student: Creating a Bid Package and Inviting Bidders Review 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

Fundamentals: Inspections Review True or False: Observations cannot be created directly from an inspection.

b. False

Procore Certification: Student: Creating a Bid Package and Inviting Bidders Review 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

Fundamentals: Level of Architecture Review What information can be found in the Commitment Summary Report?

a. A financial overview of commitments, commitment change orders, and payments

Fundamentals: Meetings Review When you complete an item on the meeting's agenda, what should you do to indicate that the item has been resolved?

a. Mark the item as 'Closed'

Fundamentals: Drawing Management Review Who can view drawing markups on the "Personal" layer?

a. Only you

Fundamentals: Observations Review Which statement is true about assignees, who typically have 'Standard' level permissions on the Observations tool?

a. They can respond to an observation that has been assigned to them and mark it as "Ready for Review"

Fundamentals: Commitments tool True or False: You can attach a file from a project's Documents tab as a related item to a commitment.

a. True

Fundamentals: Daily Log Review True or False: The Manpower Log Report can be used to record site activity of individuals as well as companies.

a. True

Fundamentals: Drawing Management Review 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.

a. True

Fundamentals: Drawing Management Review 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.)

a. True

Fundamentals: Inspections Review True or False: All changes made to an inspection item are tracked in an active history log.

a. True

Fundamentals: Inspections Review True or False: You can only create inspection templates at the Company level.

a. True

Fundamentals: Managing a Budget Review True or False: Both the Cost Code and Category lists are customizable depending on your company's specific needs.

a. True

Fundamentals: Managing a Budget Review True or False: By default, the "Forecast to Complete" column calculates the difference between the Projected Budget and Projected Costs.

a. True

Fundamentals: Meetings Review True or False: Items and categories can be dragged and dropped to change the order in which they're sorted.

a. True

Fundamentals: Observations Review True or False: An observation can either be created from an inspection or directly in the Observations tool.

a. True

Fundamentals: Observations Review True or False: You may create custom observation types for you to choose from.

a. True

Fundamentals: Prime Contract Review True or False: A default retainage (%) amount can be applied to all payment application line items.

a. True

Fundamentals: Prime Contract 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.

a. True

Fundamentals: Punch List Tool Review True or False: You can access your Punch List items in Procore on your mobile device using Procore's Android or iOS mobile apps.

a. True

Fundamentals: RFIs Review 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.

a. True

Fundamentals: RFIs Review 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.

a. True

Fundamentals: RFIs Review 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.

a. True

Fundamentals: Set Up a New Budget Review True or False: Budget modifications are used to transfer funds between line items.

a. True

Fundamentals: Set Up a New Budget Review True or False: New line items that are added to a locked budget will automatically have an "Original Budget" value of zero dollars.

a. True

Fundamentals: Submittals Review True or False: You can relate spec sections to submittals in Procore.

a. True

Fundamentals: Upload Drawings Review 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.

a. True

Fundamentals: Upload Drawings Review 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.

a. True

Fundamentals: Drawing Management Review What is the best way to view the changes between different revisions of an uploaded drawing?

a. Use the "Compare Revisions" feature to view highlighted changes

Fundamentals: Submittals Review How can you include users on future submittal notification emails if they are not assigned to the submittal as a designated approver?

b. Add them to the submittal's distribution list

Fundamentals: Submittals Review Who can NOT respond to a submittal in Procore?

b. Any user who can view the submittal in Procore

Fundamentals: RFIs Review In order to create a new RFI, you must provide a value for the following fields, EXCEPT:

b. Cost of Impact

Fundamentals: Daily Log Review 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.

b. False

Fundamentals: Daily Log Review True or False: You cannot change the order in which the different daily logs are listed.

b. False

Fundamentals: Drawing Management Review 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.

b. False

Fundamentals: Observations Review True or False: When you create an observation, it automatically sends an email notification to all responsible parties without further action from you.

b. False

Fundamentals: Punch List Tool Review True or False: A punch list item can only be assigned to one user.

b. False

Fundamentals: RFIs Review 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.

b. False

Fundamentals: Daily Log Review A project's weather information can be logged from the following resources, EXCEPT:

b. The Weather Channel (http://weather.com)

Fundamentals: Meetings Review How do you convert a meeting from Agenda mode to Minutes mode so that you can add notes during the actual meeting?

b. When viewing a meeting, click the "Convert to Minutes" button

Fundamentals: Upload Drawings Review When reviewing an uploaded drawing, you can perform the following actions, EXCEPT:

c. Add markups to the drawing

Fundamentals: Punch List Tool Review 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?

c. Admin

Fundamentals: Meetings Review Which types of users will be able to view the meeting's details and notes if the meeting is marked as 'private'?

c. All of the above (a. Users with 'Admin' permissions on the Meetings tab b. Users listed in the "Scheduled Attendees" list)

Fundamentals: Upload Drawings Review Once a drawing has been reviewed and published, which of the following data fields can still be edited/changed? Number Title Revision Number Dates Discipline

c. All of the drawing fields listed above

Fundamentals: Specifications Review Why are some action buttons inactive and gray?

c. Because certain actions require that you first select one or more spec sections before the button becomes orange/clickable

Fundamentals: Set Up a New Budget Review How can you set up a project's budget in Procore?

c. Both A and B (Manually enter each budget line item or import a CSV file)

Fundamentals: Drawing Management Review What happens when you click the icon above?

c. It will download a PDF of the current drawing revision to your computer

Fundamentals: Inspections Review All of the following items can be attached to an inspection EXCEPT:

c. Meetings

Fundamentals: Prime Contract Review When can you create Payment Applications and Change Orders?

c. Once the Prime Contract's status is 'Approved'

Fundamentals: Specifications Review Which technology is used to intelligently process uploaded specifications into appropriate divisions and spec sections?

c. Optical Character Recognition (OCR)

Fundamentals: Punch List Tool Review 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.

c. Resolved

Fundamentals: Documents Review What is the best way to be notified of changes made to a file or folder?

c. Use the built-in file tracking feature

Fundamentals: Upload Drawings Review By default, when reviewing an uploaded drawing, the preview window displays a zoomed in view of which corner of a drawing?

c. bottom-right

Fundamentals: Upload Drawings Review You can upload drawings from the following locations, EXCEPT:

c. the project's Emails tool

Fundamentals: Documents Review How do you make an uploaded file or folder private?

d. All of the above (Click the padlock icon so that it's locked/closed, move it into a private folder, mark the "Make Private" checkbox under a document's "File Permissions" section)

Fundamentals: RFIs Review Who can view a private RFI?

d. All of the above (The person who is assigned the RFI, any users on the RFI's distribution list, and users with 'Admin' level permission on the RFIs tool)

Fundamentals: Managing a Budget Review Which action can you perform in the Budget tool?

d. All of the above (a. Aggregate financial data from your commitments and change orders b. Track all of your direct costs c. Forecast additional costs to establish the estimated cost at completion with a savings/losses breakdown for each line item)

Fundamentals: Punch List Tool Review Who can view a punch item that's marked as 'private'?

d. All of the above (a. The Assignee b. Users with 'Admin' permissions on the Punch List tool c. Users on the punch item's Distribution List)

Fundamentals: RFIs Review How can a user respond to an RFI so that the response is automatically saved in Procore?

d. All of the above (By replying to the email notification itself, by viewing the RFI in Procore's web application and entering a response, and by viewing the RFI in Procore's mobile application and entering a response)

Fundamentals: Punch List Tool Review In order for a user to be assigned a punch list item, he/she must have which permission level on the Punch List tool?

d. B or C (b. Standard c. Admin)

Fundamentals: Set Up a New Budget Review After a budget is locked, how can its line items be modified?

d. Both A and B (Via budget modifications, Via approved change orders)

Fundamentals: Commitments tool Which accounting methods are supported for commitments?

d. Both A and B (a. Amount Based b. Unit/Quantity Based)

Fundamentals: Meetings Review What can recipients accomplish directly from a meeting's invitation email?

d. Both A and B (a. Download a PDF of the agenda b. Add the meeting to their calendar)

Fundamentals: Prime Contract Review A Prime Contract should remain in the 'Draft' mode until which action(s) have been completed?

d. Both A and B (a. The Schedule of Values (SOV) have been fully built out b. The client has reviewed and approved the Prime Contract)

Fundamentals: Commitments tool Which type(s) of commitments can be created in Procore?

d. Both A and C (a. Purchase Orders c. Subcontracts)

Fundamentals: Commitments tool Who can view a 'Private' subcontract?

d. Both B and C (b. Users with 'Admin' level permissions c. Users with 'Standard' level permissions who have been added to its distribution list)

Fundamentals: Managing a Budget Review By default, all of the following Budget reports are available, EXCEPT:

d. Projected Costs Report

Fundamentals: Documents Review How do you add a document to a project?

e. All of the above (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, or click the "Browse" button to select a file from your local computer)

Fundamentals: Prime Contract Review How can you set up a Prime Contract's Schedule of Values (SOV) line items?

e. All of the above (a. Upload a properly formatted CSV file b. Enter each line item manually c. Import all line items from your project's budget d. Import only division level summaries from your project's budget)

Fundamentals: Level of Architecture Review What information is NOT displayed on a project's Home tab?

e. All of the above appear on the Project's Home tab (Items that were recently changed in the project, the daily weather based on the project's zip code, the featured image of a project, a list of your open items)