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Financial Management Certification Procore Questions and Answers Already Passed

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Financial Management Certification Procore Questions and Answers Already Passed True or False: You should make the designated bid documents folder 'private' before you add it to your bid package. 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 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. 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 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 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 b. Send an email from the Correspondence tab in Procore True or False: You can create a commitment directly from an awarded bid. True True or False: The only way to upload a budget into Procore is by using the designated import template. 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

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Financial Management Certification Procore Questions and Answers Already Passed True or False: You should make the designated bid documents folder 'private' before yo u add it to your bid package. ✔✔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, an d click Enter or Return on your keyboard c. Click Publish All d. Remove the Table of Contents and upload the file again ✔✔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. ✔✔True Where can you check if bid invitees have downloaded their bid documents? a. Under the bid package's Download l og 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 ✔✔a. Under the bid package's Download log How can you search for bidders to add them to the bid list (when viewi ng 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 ✔✔e. All of the above What is the best way to infor m 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 ✔✔b. Send an email from the Correspondence tab in Procore True or False: You can create a commitment directly from an awarded bid. ✔✔True True or False: The only way to upload a budget into Procore is by using the designated import template. ✔✔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 ✔✔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. ✔✔True
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