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Procore Platform Functionality, Exams of Advanced Education

West Virginia University (WVU)Advanced Education

A wide range of features and functionalities within the procore construction management platform. It addresses topics such as file management, drawing review, specification handling, rfis, submittals, budgeting, payment applications, commitments, meetings, inspections, observations, and the bidding process. Detailed information on how to perform various tasks and actions within the procore system, as well as highlighting key concepts and capabilities. Overall, this document serves as a comprehensive guide to navigating and utilizing the core features of the procore platform to support project management and collaboration.

Typology: Exams

2023/2024

Available from 10/09/2024

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Procore Quiz Answers CE 3310 Graded A+
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. - ANS-True
What information can be found in the Commitment Summary Report? - ANS-A financial
overview of commitments, commitment change orders, and payments
What information is NOT displayed on a project's Home tab? - ANS-Items recently
changed in the project
Daily weather based on zip code
Featured project image
List of open items
How do you make an uploaded file or folder private? - ANS-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
What is the best way to be notified of changes made to a file or folder? - ANS-Use the
built-in file tracking feature
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. - ANS-True
How do you add a document to a project? - ANS-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: There is no way to validate whether or not a user (who has access to
view the file) has downloaded the file from Procore. - ANS-False
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. - ANS-True
Once a drawing has been reviewed and published, which of the following data fields can
still be edited/changed? - ANS-The Number, Title, and Revision Number fields
The Title, Dates, and Discipline fields
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. - ANS-True
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Procore Quiz Answers CE 3310 Graded A+

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. - ANS-True What information can be found in the Commitment Summary Report? - ANS-A financial overview of commitments, commitment change orders, and payments What information is NOT displayed on a project's Home tab? - ANS-Items recently changed in the project Daily weather based on zip code Featured project image List of open items How do you make an uploaded file or folder private? - ANS-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 What is the best way to be notified of changes made to a file or folder? - ANS-Use the built-in file tracking feature 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. - ANS-True How do you add a document to a project? - ANS-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: There is no way to validate whether or not a user (who has access to view the file) has downloaded the file from Procore. - ANS-False 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. - ANS-True Once a drawing has been reviewed and published, which of the following data fields can still be edited/changed? - ANS-The Number, Title, and Revision Number fields The Title, Dates, and Discipline fields 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. - ANS-True

When reviewing an uploaded drawing, you can perform the following actions, EXCEPT:

  • ANS-Add markups to the drawing You can upload drawings from the following locations, EXCEPT: - ANS-the project's Emails tool By default, when reviewing an uploaded drawing, the preview window displays a zoomed in view of which corner of a drawing? - ANS-bottom-right 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. - ANS-False 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. - ANS- True What happens when you click the icon above? (down arrow into Server icon) - ANS-It will download a PDF of the current drawing revision to your computer 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.) - ANS-True What is the best way to view the changes between different revisions of an uploaded drawing? - ANS-Use the "Compare Revisions" feature to view highlighted changes Who can view drawing markups on the "Personal" layer? - ANS-Only you Why are some action buttons inactive and gray? - ANS-Because certain actions require that you first select one or more spec sections before the button becomes orange/clickable True or False: When you upload a project's specifications into Procore, you must upload them into a specifications set. - ANS-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. - ANS-True Which technology is used to intelligently process uploaded specifications into appropriate divisions and spec sections? - ANS-Optical Character Recognition (OCR) True or False: You can only upload a spec book into Procore if it's saved as a PDF file. - ANS-True

A project's weather information can be logged from the following resources, EXCEPT: - ANS-The weather channel True or False: You cannot change the order in which the different daily logs are listed. - ANS-False True or False: The Manpower Log Report can be used to record site activity of individuals as well as companies. - ANS-True 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. - ANS-False How can you set up a project's budget in Procore? - ANS-Manually enter each budget line item Import a CSV file After a budget is locked, how can its line items be modified? - ANS-Via budget modifications Via approved change orders In order to create a new line item in your budget, the following values must be provided, EXCEPT: - ANS-Projected Budget True or False: New line items that are added to a locked budget will automatically have an "Original Budget" value of zero dollars. - ANS-True True or False: Budget modifications are used to transfer funds between line items. - ANS-True Which action can you perform in the Budget tool? - ANS-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 True or False: Both the Cost Code and Category lists are customizable depending on your company's specific needs. - ANS-True By default, all of the following Budget reports are available, EXCEPT: - ANS-Projected Costs Report True or False: By default, the "Forecast to Complete" column calculates the difference between the Projected Budget and Projected Costs. - ANS-True

A Prime Contract should remain in the 'Draft' mode until which action(s) have been completed? - ANS-The Schedule of Values (SOV) have been fully built out The client has reviewed and approved the Prime Contract True or False: A default retainage (%) amount can be applied to all payment application line items. - ANS-True 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. - ANS-True How can you set up a Prime Contract's Schedule of Values (SOV) line items? - ANS- 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 When can you create Payment Applications and Change Orders? - ANS-Once the Prime Contract's status is 'Approved' Which type(s) of commitments can be created in Procore? - ANS-Purchase Orders Subcontracts Which accounting methods are supported for commitments? - ANS-Amount Based Unit/Quantity Based Who can view a 'Private' subcontract? - ANS-Users with admin permission Users with standard permission added to distribution list True or False: You can attach a file from a project's Documents tab as a related item to a commitment. - ANS-True True or False: Items and categories can be dragged and dropped to change the order in which they're sorted. - ANS-True What can recipients accomplish directly from a meeting's invitation email? - ANS- Download pdf of agenda add meeting to calendar When you complete an item on the meeting's agenda, what should you do to indicate that the item has been resolved? - ANS-Mark the item as 'Closed' Which types of users will be able to view the meeting's details and notes if the meeting is marked as 'private'? - ANS-Users with admin permission on meeting tab Users listed in scheduled attendees

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. - ANS-Resolved 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. - ANS-True You can attach bid documents from which of the following Procore tools? - ANS- Drawings Specs Documents Where can you configure Trades and Advanced Options that allow you to more specifically search for companies to bid on your project? - ANS-Company Level Directory 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. - ANS-True Fill in the Blank: Bidders log in to ________ to view a bid package and submit a bid. - ANS-the Company Level Planroom tool True or False: You must add bidders to the project directory in order for them to view the bid documents. - ANS-False True or False: Notifications are automatically sent to bidders when bid documents are updated. - ANS-False Which of the following types of bids are submitted in Procore? - ANS-Unit/quantity Bid Lump sum Bid/non itemized bid