Procore Financial Management Certification | Questions with Verified Answers| 100% Correct| Latest 2025/2026 Update.

Procore Financial Management Certification
| Questions with Verified Answers| 100%
Correct| Latest 2025/2026 Update.

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

b. Send an email from the Correspondence tab in Procore
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Question:
True or False: You can create a commitment directly from an awarded bid.?
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Answer:

True



Question:

True or False: The only way to upload a budget into Procore is by using
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the designated import template.?
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Answer:

,True


Question:

Which tasks can be performed when a budget is unlocked?
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a. Add line items
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b. Create budget modifications
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c. Create change orders
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d. All of the above
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e. A and B
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f. A and C?
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Answer:

f. A and C
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Question:

True or False: The Approved CO and Pending Budget changes pull from
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the Potential Change Order tier, and not the Change Order Request or
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Prime Contract Change Order tier.?
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Answer:

True



Question:

What are the three (3) types of columns that can be included in your
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configurable budget view? i,- i,-




a. Standard, Calculated, and Basic
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, b. Standard, Calculated, and Source
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c. Standard, Source, and Configurable?
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Answer:

b. Standard, Calculated, and Source
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Question:

True or False: You can change the name of any column.?
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Answer:

True


Question:

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

False



Question:

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