PROCORE PROJECT MGMT REVIEW TIPS
QUESTIONS AND ANSWERS SET A+
✔✔the only way to make your personal markups visible to others is by publishing them
to become visible on the drawings published layer - ✔✔true
✔✔what happens when you click the icon with the arrow pointing into the bar - ✔✔it will
download a pdf of the current drawing revision to your computer
✔✔when you click a projects drawing tool, you should expect to see the projects current
set of drawings (aka most recent) - ✔✔true
✔✔what is the best way to view the chagnes between different reviisons of an uploaded
drawing - ✔✔use the compare revisions feature to view highlighted changes
✔✔who can view drawing markups on the personal layer - ✔✔only you
✔✔why are some action buttons inactive and grey - ✔✔because certain actions require
that you first select one or more spec sections before the button becomes
clickable/orange
✔✔when you upload a projects specs into procore, you must upload them into a
specifications set - ✔✔true
✔✔before an uploaded spec book is viewable in the spec log page, each spec section
must first be reviewed and published - ✔✔true
✔✔which technology is used to intelligently process uploaded specs into appropriate
divisions and spec sections - ✔✔optical character recognition (OCR)
✔✔you can only upload a spec book into procore if its saved as a pdf file - ✔✔true
, ✔✔in order to create a new rfi you must provide a value for the following fields -
✔✔subject, question, assigned to
✔✔if you plan to make changes to the rfi before its officially distributed to the assignee,
you should place the rfi in draft mode - ✔✔true
✔✔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 - ✔✔false
✔✔by default, person or company listed in responsible contractor/question revieced
from field will not recived an email about the rfi unless they are added to the distribution
list - ✔✔true
✔✔how can a user respond to an rfi so that the response is automatically saved in
procore - ✔✔replying to the email, vieiwing the rfi and entering response in either web
or mobile application
✔✔who can view an rfi - ✔✔person assigned, anyone on distribution list, users with
admin level permission
✔✔if you respond to an rfi vis email, any of the email attachments will automitcally be
saved and associated with the rfi in procre - ✔✔true
✔✔who can not respond to a submittal in procore - ✔✔any user who can view
✔✔how can you include useres on future submittal notificaion emails if theya re not
assigned to the submittal as a designated approver - ✔✔add them to the submittals
distribution list
✔✔you can relate sections to submittals in procore - ✔✔true
✔✔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
✔✔any users in the submittal workflow section, including both submitters and approvers
will need standard and above persmission on the submittals tool - ✔✔tru
✔✔the response form will only appear on the submittal if the submittals ball in court is
assigned to the user viewing the submittal - ✔✔true
✔✔you cna only distribute a submittial once - ✔✔false
QUESTIONS AND ANSWERS SET A+
✔✔the only way to make your personal markups visible to others is by publishing them
to become visible on the drawings published layer - ✔✔true
✔✔what happens when you click the icon with the arrow pointing into the bar - ✔✔it will
download a pdf of the current drawing revision to your computer
✔✔when you click a projects drawing tool, you should expect to see the projects current
set of drawings (aka most recent) - ✔✔true
✔✔what is the best way to view the chagnes between different reviisons of an uploaded
drawing - ✔✔use the compare revisions feature to view highlighted changes
✔✔who can view drawing markups on the personal layer - ✔✔only you
✔✔why are some action buttons inactive and grey - ✔✔because certain actions require
that you first select one or more spec sections before the button becomes
clickable/orange
✔✔when you upload a projects specs into procore, you must upload them into a
specifications set - ✔✔true
✔✔before an uploaded spec book is viewable in the spec log page, each spec section
must first be reviewed and published - ✔✔true
✔✔which technology is used to intelligently process uploaded specs into appropriate
divisions and spec sections - ✔✔optical character recognition (OCR)
✔✔you can only upload a spec book into procore if its saved as a pdf file - ✔✔true
, ✔✔in order to create a new rfi you must provide a value for the following fields -
✔✔subject, question, assigned to
✔✔if you plan to make changes to the rfi before its officially distributed to the assignee,
you should place the rfi in draft mode - ✔✔true
✔✔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 - ✔✔false
✔✔by default, person or company listed in responsible contractor/question revieced
from field will not recived an email about the rfi unless they are added to the distribution
list - ✔✔true
✔✔how can a user respond to an rfi so that the response is automatically saved in
procore - ✔✔replying to the email, vieiwing the rfi and entering response in either web
or mobile application
✔✔who can view an rfi - ✔✔person assigned, anyone on distribution list, users with
admin level permission
✔✔if you respond to an rfi vis email, any of the email attachments will automitcally be
saved and associated with the rfi in procre - ✔✔true
✔✔who can not respond to a submittal in procore - ✔✔any user who can view
✔✔how can you include useres on future submittal notificaion emails if theya re not
assigned to the submittal as a designated approver - ✔✔add them to the submittals
distribution list
✔✔you can relate sections to submittals in procore - ✔✔true
✔✔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
✔✔any users in the submittal workflow section, including both submitters and approvers
will need standard and above persmission on the submittals tool - ✔✔tru
✔✔the response form will only appear on the submittal if the submittals ball in court is
assigned to the user viewing the submittal - ✔✔true
✔✔you cna only distribute a submittial once - ✔✔false
