Procore Final Exam
What is an important best practice you should communicate to the Design team about the
formatting of the spec book?
a. The table of contents should be in the first 20 pages of the spec book
b. The
...
Procore Final Exam
What is an important best practice you should communicate to the Design team about the
formatting of the spec book?
a. The table of contents should be in the first 20 pages of the spec book
b. The spec section number and description should be in the header and footer of every page
c. There should not be any text that looks like a spec section number in the header or footer of
the page
d. All of the above - ✔✔d. All of the above
True or False: To upload a revision to your spec book, you will first need to delete the old
version from Procore. - ✔✔False
Why are some action buttons inactive and gray? - ✔✔Because certain actions require that you
first select one or more spec sections before the button becomes orange/clickable
In Procore, what does it mean if there is a blue caret in a field? - ✔✔The field is editable in-line
True or False: If you have a project with more than one building or area, you should enable the
"Drawings by Area" feature. - ✔✔True
True or False: When you click a project's Drawings tool, you should expect to see the project's
"current set" of drawings. (i.e. The most recently uploaded revisions of each drawing.) - ✔✔True
If you see this icon next to a drawing, what does it mean?
square & triangle - ✔✔The drawing contains manually added markups
If you see this icon next to a drawing, what does it mean?
SK - ✔✔The drawing has sketches associated with it
Who can view drawing markups on your 'Personal' layer? - ✔✔Only you
True or False: You can now have your Design Team upload drawings directly to the Drawings
tool without having the drawings be published immediately. - ✔✔True
True or False: You can add correspondence types by selecting from a template or creating your
own. - ✔✔True
Which permission level on the Photos tool does Procore recommend you give to architects and
engineers who are collaborators on the project if you want them to upload photos, but not have
access to the configuration settings? - ✔✔Standard
Which upload option should you choose if you would like to add markups before the photo is
added to Procore? - ✔✔Take photo
True or False: As a best practice, you should create your entire project schedule directly in
Procore. - ✔✔False
True or False: When an issue occurs on the jobsite that may impact and cause a delay to the
current project's schedule, you should instruct your team to create a "Schedule Change Request"
using the Schedule tool. - ✔✔True
If you would like to allow your external subcontractors to submit their submittals in Procore
without giving them full access to the tool, which permission level should you assign them? -
✔✔Standard
Who is the Submittal Manager? - ✔✔A user who will receive notification emails whenever the
submittal is responded to or updated
What happens when the "Ball in Court" (status) on a submittal switches to you?
a. The submittal will appear in the "My Open Items" section on your home page
b. You will see a response box above the General Information section in the submittal
c. You will receive an email notifying you that the submittal requires your attention
d. All of the above - ✔✔d. All of the above
True or False: If a user is not included on the initial workflow of a submittal, he or she cannot
respond to the submittal. - ✔✔False
Which submittal workflow should be used if you only want a submittal to be assigned to a single
person at a time, where that person must add a response before the next person in the workflow
can respond? - ✔✔Sequential Approval Workflow
What is the best way to inform contractors that upon further review, the punch list item that they
marked as "fixed" still requires additional work before it can be marked as resolved? - ✔✔Mark
the item as "Unresolved" from the Drawings or Punch List tools
What does it mean when a meeting is in "Minutes" mode? - ✔✔Meeting notes have been logged
or are currently being logged
True or False: You can only create follow-up meetings from a meeting in "Agenda" mode. -
✔✔False
Who can view "private" meetings in Procore?
a. No one but the user who originally created the meeting
b. Users that are listed as invited attendees or are on the distribution list
c. Users with 'Admin' permission on the Meetings tool
d. B and C - ✔✔d. B and C
True or False: Team members entered into the RFI's Responsible Party field will receive
notification emails regarding the RFI. - ✔✔False
True or False: It is recommended that you link the RFI to a drawing in the Drawings tool. -
✔✔True
True or False: As a project manager, a best practice is to keep documents uploaded into Procore
(e.g. Specifications, Drawings, etc.) up-to-date with the "current set" (i.e. the most recent
revision). - ✔✔True
True or False: Procore recommends that RFIs are filtered through a project manager or "RFI
Manager" who enters them into Procore and distributes them as needed. - ✔✔True
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