Financial Management Certification
Procore Exam
True or False: You should make the designated bid documents folder 'private' before
you add it to your bid package. - 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 - 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. - 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 - 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 - 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 - Answer- b. Send an email from the
Correspondence tab in Procore
