For many companies using Procore, a portion of each day will be spent working on large Excel files for planning, custom reports, tracking, cost management etc. These files use a specific template and often include custom formulas, macros & have functions embedded in them. Due to the limitations in using Excel via Office 365 online,… Continue reading Excel Files In Procore

For most office staff, email management is one of the most important tasks they perform each day. In this article, we’ll look at how emails work in Procore and how you can: Procore Emails Send an email with an attachment from Procore The Emails tool in Procore lets you perform basic email functions, such as… Continue reading Understanding Procore Emails

Procore Downloads As a Procore user, you’re going to need to download files from Procore on your desktop or mobile. You might want to download the Procore files so you can mark them up, import into another software program, post to a group chat or email to a colleague. In this article, we’ll look at… Continue reading Understanding Procore Downloads

A large part of your work in Procore is collaborating on files and photos with internal and external stakeholders across departments, teams, clients, external contractors and others. In this article we’ll look at how to set up Procore sharing, specifically Documents & Photos, in Procore to ensure that the right people are the only ones… Continue reading Understanding Procore Permissions

The heart of your work in Procore is creating & uploading files, working on files, collaborating on files, moving files and deleting files. You also need to consider file permissions across departments, teams, clients, external contractors and others. In this article we’ll look at how to manage files, specifically Documents & Photos, in Procore to… Continue reading Understanding Procore File Management

Let’s talk about Procore backups for Procore users. We know from their website that they have your data “written to independent servers located in at least three seperate locations at any time” and that all data is “copied to off-site storage every 20 minutes” with remote “copies maintained in secure data centers” (see this article)… Continue reading Understanding Procore Backups