“ProCore “How To” Shortcuts”

**Documents

Upload Documents:
Go to Documents in your project.
Click Upload, select files from your computer, and upload.
Organize Documents:
Use folders to sort files and drag-and-drop to move them.

**Drawings

Upload Drawings:
Go to Drawings and click Upload Drawings.
Follow the prompts to add new drawings.
View and Markup:
Open a drawing and use markup tools to annotate.

**RFIs (Requests for Information)

Create an RFI:
Go to RFIs and click Create RFI.
Fill in details and assign it to team members.
Track RFIs:
Check the status of RFIs and follow up as needed.

**Submittals

Create a Submittal:
Go to Submittals and click Create Submittal.
Enter details and attach documents.
Track Submittals:
Monitor the status and follow up on pending items.

**Daily Logs

Add a Daily Log:
Go to Daily Logs and click Add Log.
Enter weather, work done, and any issues.
View Logs:
Review daily logs to track progress.

**Schedules

View Schedule:
Go to Schedules to see the project timeline.
Update Schedule:
Adjust tasks and deadlines as needed.

**Contacts

Add Contacts:
Go to Contacts and click Add Contact.
Enter contact details and save.
Organize Contacts:
Group contacts by type or role.

**Reporting

Generate Reports:
Go to Reports and choose the type of report.
Customize and generate reports.