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True or False: At the Company level, users will only have access to view projects to which they have been specifically granted access to by a company/project administrator. - ✔✔True What information can be found in the Commitment Summary Report? - ✔✔A financial overview of commitments, commitment change orders, and payments What information is NOT displayed on a project's Home tab? - ✔✔Items recently changed in the project Daily weather based on zip code Featured project image List of open items
How do you make an uploaded file or folder private? - ✔✔Click the padlock icon so that it's locked/closed b. Move it into a private folder c. Mark the "Make Private" checkbox under a document's "File Permissions" section What is the best way to be notified of changes made to a file or folder? - ✔✔Use the built-in file tracking feature True or False: Previously uploaded versions/revisions of a file are preserved in Procore and are available for download in the file's Version Log. - ✔✔True How do you add a document to a project? - ✔✔Send a file to the project's unique email address Upload a file using Procore's Windows Desktop application, Procore Drive Drag and drop a file into a folder's designated "Upload Queue" section
When reviewing an uploaded drawing, you can perform the following actions, EXCEPT: - ✔✔Add markups to the drawing You can upload drawings from the following locations, EXCEPT: - ✔✔the project's Emails tool By default, when reviewing an uploaded drawing, the preview window displays a zoomed in view of which corner of a drawing? - ✔✔bottom-right True or False: When you click the "Clear" link after performing a keyword search, both the search and filter settings are reset to their defaults. - ✔✔False True or False: The only way to make your personal markups visible to others users is by publishing them so that they become visible on the drawing's "Published" layer. - ✔✔True
What happens when you click the icon above? (down arrow into Server icon) - ✔✔It will download a PDF of the current drawing revision to your computer 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 What is the best way to view the changes between different revisions of an uploaded drawing? - ✔✔Use the "Compare Revisions" feature to view highlighted changes Who can view drawing markups on the "Personal" layer? - ✔✔Only you
In order to create a new RFI, you must provide a value for the following fields, EXCEPT: - ✔✔Cost of Impact True or False: If you plan to make changes to the RFI before it's officially distributed to the assignee, you should place the RFI in "Draft" mode. - ✔✔True True or False: 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 True or False: By default, persons or companies listed in either the "Responsible Contractor" or "Question Received From" fields will not receive email notifications 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? - ✔✔By replying to the email notification itself By viewing the RFI in Procore's web application and entering a response By viewing the RFI in Procore's mobile application and entering a response Who can view a private RFI? - ✔✔The person who is assigned the RFI Any users on the RFI's distribution list Users with 'Admin' level permission on the RFIs tool True or False: If you respond to an RFI via email, any of the email's attachments will automatically be saved and associated with the RFI in Procore. - ✔✔True Who can NOT respond to a submittal in Procore? - ✔✔Any user who can view the submittal in Procore
True or False: You can only distribute a submittal once. - ✔✔False A project's weather information can be logged from the following resources, EXCEPT: - ✔✔The weather channel True or False: You cannot change the order in which the different daily logs are listed. - ✔✔False True or False: The Manpower Log Report can be used to record site activity of individuals as well as companies. - ✔✔True True or False: When you use the Copy Daily Log feature to create a new log entry, you will not be allowed to make changes to the new log entry. - ✔✔False
How can you set up a project's budget in Procore? - ✔✔Manually enter each budget line item Import a CSV file After a budget is locked, how can its line items be modified? - ✔✔Via budget modifications Via approved change orders In order to create a new line item in your budget, the following values must be provided, EXCEPT: - ✔✔Projected Budget True or False: New line items that are added to a locked budget will automatically have an "Original Budget" value of zero dollars. - ✔✔True True or False: Budget modifications are used to transfer funds between line items.
A Prime Contract should remain in the 'Draft' mode until which action(s) have been completed? - ✔✔The Schedule of Values (SOV) have been fully built out The client has reviewed and approved the Prime Contract True or False: A default retainage (%) amount can be applied to all payment application line items. - ✔✔True True or False: Users with 'Read-only' and 'Standard' level user permissions can be given access to view the Prime Contract and its Schedule of Values (SOV) line items. - ✔✔True How can you set up a Prime Contract's Schedule of Values (SOV) line items? - ✔✔Upload a properly formatted CSV file Enter each line item manually Import all line items from your project's budget Import only division level summaries from your project's budget
When can you create Payment Applications and Change Orders? - ✔✔Once the Prime Contract's status is 'Approved' Which type(s) of commitments can be created in Procore? - ✔✔Purchase Orders Subcontracts Which accounting methods are supported for commitments? - ✔✔Amount Based Unit/Quantity Based Who can view a 'Private' subcontract? - ✔✔Users with admin permission Users with standard permission added to distribution list True or False: You can attach a file from a project's Documents tab as a related item to a commitment. - ✔✔True
How do you convert a meeting from Agenda mode to Minutes mode so that you can add notes during the actual meeting? - ✔✔When viewing a meeting, click the "Convert to Minutes" button When you create a follow-up meeting, both 'Open' and 'Closed' items will automatically be carried over to the follow-up meeting's agenda. - ✔✔False True or False: You can only create inspection templates at the Company level. - ✔✔True All of the following items can be attached to an inspection EXCEPT: - ✔✔Meetings True or False: All changes made to an inspection item are tracked in an active history log. - ✔✔True
True or False: Observations cannot be created directly from an inspection. - ✔✔False True or False: An observation can either be created from an inspection or directly in the Observations tool. - ✔✔True True or False: You may create custom observation types for you to choose from. - ✔✔True True or False: When you create an observation, it automatically sends an email notification to all responsible parties without further action from you. - ✔✔False Which statement is true about assignees, who typically have 'Standard' level permissions on the Observations tool? - ✔✔They can respond to an observation that has been assigned to them and mark it as "Ready for Review"
If a subcontractor has been assigned a punch item and has sufficiently fixed an issue, he/she should mark the item as , which denotes that the item is ready for final inspection. - ✔✔Resolved True or False: Changing a bid package's status to "Closed" removed it from the bidder's Planroom and the bidder will no longer be able to submit bids. - ✔✔True You can attach bid documents from which of the following Procore tools? - ✔✔Drawings Specs Documents Where can you configure Trades and Advanced Options that allow you to more specifically search for companies to bid on your project? - ✔✔Company Level Directory
True or False: Only the users you invite to bid on the project will be able to log in to Procore and submit a bid. - ✔✔True Fill in the Blank: Bidders log in to to view a bid package and submit a bid. - ✔✔the Company Level Planroom tool True or False: You must add bidders to the project directory in order for them to view the bid documents. - ✔✔False True or False: Notifications are automatically sent to bidders when bid documents are updated. - ✔✔False Which of the following types of bids are submitted in Procore? - ✔✔Unit/quantity Bid Lump sum Bid/non itemized bid
