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An overview of the procore student certification exam, covering various topics related to the procore construction management software platform. It includes questions and answers on features such as project access, commitment summaries, document management, drawing uploads, specifications, rfis, submittals, daily logs, budgeting, prime contracts, commitments, meetings, inspections, observations, and punch lists. The document aims to assess the user's understanding of the procore platform's fundamental functionalities and capabilities. It is likely intended for students or professionals seeking certification in the use of procore software.
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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. - Answer- True Fundamentals: Level of Architecture Review What information can be found in the Commitment Summary Report? - Answer- a. A financial overview of commitments, commitment change orders, and payments Fundamentals: Level of Architecture Review What information is NOT displayed on a project's Home tab? - Answer- 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) Fundamentals: Documents Review How do you make an uploaded file or folder private? - Answer- 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: Documents Review What is the best way to be notified of changes made to a file or folder? - Answer- c. Use the built-in file tracking feature 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. - Answer- True Fundamentals: Documents Review How do you add a document to a project? - Answer- 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: 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. - Answer- False 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. - Answer- a. True 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 - Answer- c. All of the drawing fields listed above 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. - Answer- a. True Fundamentals: Upload Drawings Review When reviewing an uploaded drawing, you can perform the following actions, EXCEPT:
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. - Answer- b. False 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. - Answer- a. True Fundamentals: RFIs Review How can a user respond to an RFI so that the response is automatically saved in Procore? - Answer- 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: RFIs Review Who can view a private RFI? - Answer- 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: 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. - Answer- a. True Fundamentals: Submittals Review Who can NOT respond to a submittal in Procore? - Answer- b. Any user who can view the submittal in Procore 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? - Answer- b. Add them to the submittal's distribution list Fundamentals: Submittals Review True or False: You can relate spec sections to submittals in Procore. - Answer- a. 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. - Answer- 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. - Answer- 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. - Answer- True Fundamentals: Submittals Review True or False: You can only distribute a submittal once. - Answer- False Fundamentals: Daily Log Review A project's weather information can be logged from the following resources, EXCEPT: - Answer- b. The Weather Channel (http://weather.com) Fundamentals: Daily Log Review True or False: You cannot change the order in which the different daily logs are listed. - Answer- b. False Fundamentals: Daily Log Review True or False: The Manpower Log Report can be used to record site activity of individuals as well as companies. - Answer- a. True 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. - Answer- b. False Fundamentals: Set Up a New Budget Review How can you set up a project's budget in Procore? - Answer- c. Both A and B (Manually enter each budget line item or import a CSV file) Fundamentals: Set Up a New Budget Review After a budget is locked, how can its line items be modified? - Answer- d. Both A and B (Via budget modifications, Via approved change orders) 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: - Answer- c. Projected Budget 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. - Answer- a. True Fundamentals: Set Up a New Budget Review True or False: Budget modifications are used to transfer funds between line items. - Answer- a. True Fundamentals: Managing a Budget Review Which action can you perform in the Budget tool? - Answer- d. All of the above
(a. Purchase Orders c. Subcontracts) Fundamentals: Commitments tool Which accounting methods are supported for commitments? - Answer- d. Both A and B (a. Amount Based b. Unit/Quantity Based) Fundamentals: Commitments tool Who can view a 'Private' subcontract? - Answer- 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: Commitments tool True or False: You can attach a file from a project's Documents tab as a related item to a commitment. - Answer- 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. - Answer- a. True Fundamentals: Meetings Review What can recipients accomplish directly from a meeting's invitation email? - Answer- d. Both A and B (a. Download a PDF of the agenda b. Add the meeting to their calendar) 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? - Answer- a. Mark the item as 'Closed' 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'? - Answer- c. All of the above (a. Users with 'Admin' permissions on the Meetings tab b. Users listed in the "Scheduled Attendees" list) 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? - Answer- b. When viewing a meeting, click the "Convert to Minutes" button 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. - Answer- b. False
Fundamentals: Inspections Review True or False: You can only create inspection templates at the Company level. - Answer- a. True Fundamentals: Inspections Review All of the following items can be attached to an inspection EXCEPT: - Answer- c. Meetings Fundamentals: Inspections Review True or False: All changes made to an inspection item are tracked in an active history log. - Answer- a. True Fundamentals: Inspections Review True or False: Observations cannot be created directly from an inspection. - Answer- b. False Fundamentals: Observations Review True or False: An observation can either be created from an inspection or directly in the Observations tool. - Answer- a. True Fundamentals: Observations Review True or False: You may create custom observation types for you to choose from. - Answer- a. True 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. - Answer- b. False Fundamentals: Observations Review Which statement is true about assignees, who typically have 'Standard' level permissions on the Observations tool? - Answer- a. They can respond to an observation that has been assigned to them and mark it as "Ready for Review" 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. - Answer- a. True 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? - Answer- c. Admin Fundamentals: Punch List Tool Review True or False: A punch list item can only be assigned to one user. - Answer- b. False Fundamentals: Punch List Tool Review
True or False: Notifications are automatically sent to bidders when bid documents are updated. - Answer- False Procore Certification: Student Submit a Bid Review Procore Which of the following types of bids are submitted in Procore? - Answer- Both B&C (Unit/Quantity Bid Non-Itemized Bid / Lump Sum Bid)