Financial Management Certification
Procore UPDATED Questions and
CORRECT Answers
True or False: You should make the designated bid documents folder 'private' before you add
it to your bid package. - CORRECT ANSWER✔✔- False
What should you do if Procore did not properly identify and name a specific section correctly
when uploading your spec book to the project?
a. Re-upload the spec set
b. Click on the incorrect field, edit the value, and click Enter or Return on your keyboard
c. Click Publish All
d. Remove the Table of Contents and upload the file again - CORRECT ANSWER✔✔- b.
Click on the incorrect field, edit the value, and click Enter or Return on your keyboard
True or False: You should always make sure that your spec book has a Table of Contents
before you upload it into the Specifications tool. - CORRECT ANSWER✔✔- True
Where can you check if bid invitees have downloaded their bid documents?
a. Under the bid package's Download log
b. Under the bid package's Emails tab
c. Under the bid package's Correspondence tab
d. There is no way to check this information in Procore - CORRECT ANSWER✔✔- a.
Under the bid package's Download log
How can you search for bidders to add them to the bid list (when viewing the Search for
Bidders page)?
a. Type the name of the company in the keyword search bar
b. Filter by trades or cost codes
c. Filter by jobsite proximity
d. Filter by vendor ratings
e. All of the above - CORRECT ANSWER✔✔- e. All of the above
, What is the best way to inform bidders of a change to the bid documents after they have been
sent out?
a. Send an email from your personal email account
b. Send an email from the Correspondence tab in Procore
c. Procore will automatically notify bidders of a change to bid documents
d. Delete the bid package and create a new one - CORRECT ANSWER✔✔- b. Send an
email from the Correspondence tab in Procore
True or False: You can create a commitment directly from an awarded bid. - CORRECT
ANSWER✔✔- True
True or False: The only way to upload a budget into Procore is by using the designated
import template. - CORRECT ANSWER✔✔- True
Which tasks can be performed when a budget is unlocked?
a. Add line items
b. Create budget modifications
c. Create change orders
d. All of the above
e. A and B
f. A and C - CORRECT ANSWER✔✔- f. A and C
True or False: The Approved CO and Pending Budget changes pull from the Potential Change
Order tier, and not the Change Order Request or Prime Contract Change Order tier. -
CORRECT ANSWER✔✔- True
What are the three (3) types of columns that can be included in your configurable budget
view?
a. Standard, Calculated, and Basic
b. Standard, Calculated, and Source
c. Standard, Source, and Configurable - CORRECT ANSWER✔✔- b. Standard, Calculated,
and Source
Procore UPDATED Questions and
CORRECT Answers
True or False: You should make the designated bid documents folder 'private' before you add
it to your bid package. - CORRECT ANSWER✔✔- False
What should you do if Procore did not properly identify and name a specific section correctly
when uploading your spec book to the project?
a. Re-upload the spec set
b. Click on the incorrect field, edit the value, and click Enter or Return on your keyboard
c. Click Publish All
d. Remove the Table of Contents and upload the file again - CORRECT ANSWER✔✔- b.
Click on the incorrect field, edit the value, and click Enter or Return on your keyboard
True or False: You should always make sure that your spec book has a Table of Contents
before you upload it into the Specifications tool. - CORRECT ANSWER✔✔- True
Where can you check if bid invitees have downloaded their bid documents?
a. Under the bid package's Download log
b. Under the bid package's Emails tab
c. Under the bid package's Correspondence tab
d. There is no way to check this information in Procore - CORRECT ANSWER✔✔- a.
Under the bid package's Download log
How can you search for bidders to add them to the bid list (when viewing the Search for
Bidders page)?
a. Type the name of the company in the keyword search bar
b. Filter by trades or cost codes
c. Filter by jobsite proximity
d. Filter by vendor ratings
e. All of the above - CORRECT ANSWER✔✔- e. All of the above
, What is the best way to inform bidders of a change to the bid documents after they have been
sent out?
a. Send an email from your personal email account
b. Send an email from the Correspondence tab in Procore
c. Procore will automatically notify bidders of a change to bid documents
d. Delete the bid package and create a new one - CORRECT ANSWER✔✔- b. Send an
email from the Correspondence tab in Procore
True or False: You can create a commitment directly from an awarded bid. - CORRECT
ANSWER✔✔- True
True or False: The only way to upload a budget into Procore is by using the designated
import template. - CORRECT ANSWER✔✔- True
Which tasks can be performed when a budget is unlocked?
a. Add line items
b. Create budget modifications
c. Create change orders
d. All of the above
e. A and B
f. A and C - CORRECT ANSWER✔✔- f. A and C
True or False: The Approved CO and Pending Budget changes pull from the Potential Change
Order tier, and not the Change Order Request or Prime Contract Change Order tier. -
CORRECT ANSWER✔✔- True
What are the three (3) types of columns that can be included in your configurable budget
view?
a. Standard, Calculated, and Basic
b. Standard, Calculated, and Source
c. Standard, Source, and Configurable - CORRECT ANSWER✔✔- b. Standard, Calculated,
and Source
