Transcription of Glossary of Terms
1 1 Glossary of TermsThese Terms and acronyms are commonly used throughout the course, so use this as a reference if you hear orsee a financial term you aren t familiar with. Canned Reports A canned report is preformatted reports that are view- and export-ready. Custom ReportsThe Reports tool gives users the ability to create, generate, and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data. Distribution GroupA distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is similar in function to a Contacts Group in an email program and is not associated with any security SetsIn Procore, a drawing set is any like group of drawings that were issued on the project, whether it was entire set of plans, or a single drawing revision.
2 A drawing set can be anything from the bid set, to an addendum, to the issued for construction (IFC) set, or even a Discipline During the upload process the drawing discipline field is automatically pre-filled with the correct drawing discipline. ( , Architectural, Civil, Electrical, etc.) By default, there are several abbreviations that are mapped to the most common industry standard disciplines. However, you can customize the default abbreviation mappings or add custom ones, as needed, on a per project basis if your drawing discipline does not match Procore's Mark Up Personal vs. PublishedAny time you create a mark up in the Drawings tool, your drawing defaults to private meaning only you can see your mark up. In order for others to see your mark up you will need to publish your mark up.
3 Once you have published your mark up all admin and standard level users that have access to the drawings tool will have visibility. Drawings by AreaWhen uploading drawings for a project with multiple buildings, you might find that many drawings are labeled with the same title ( A1). To prevent confusion, you can create different drawing areas, where each building would have its own separate drawing area within the project's Drawings of Architecture In Procore there is a company and project level of architecture. The company level is to manage overall settings and provide an overview of your projects, while managing project specifics at the project level. Locations & Tiered LocationsIn Procore, locations and tiered locations give users the ability to link different Procore objects ( , Drawings, Documents, RFIs, Submittals, and more) to specific locations on a job site.
4 This helps project team members to pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a project change order Minutes ModeWhen you first create a meeting, the system automatically places the meeting into Agenda mode. While the meeting is in agenda mode you can set up the meeting details. When the meeting occurs, you can convert the meeting to Minutes mode. This allows you to mark the attendees as absent or present, as well as add meeting minutes for each meeting item on the Character Recognition Optical Character Recognition is technology to help expedite the upload and review process. When you upload new drawings to a project, Procore can automatically pre-populate the title, number, and for Optical Character "Official Response"Each RFI can have a long communication thread that may be difficult for some team members or collaborators to interpret correctly.
5 In such cases, users with the appropriate permissions (such as Project Manager/Engineers) can highlight the correct answer by marking one or more replies in the activity thread as the "official response" for an ManagerIn Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1) providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and then assigning them to the appropriate member of the design team, who then provides a response to the RFI's BuilderThe Submittal Builder allows you to automatically create the submittal registry from the spec ManagerIn Procore, a submittal manager is the person responsible for overseeing a submittal throughout its lifecycle.
6 If you create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the 'Submittal Manager' by default. However, users with 'Admin' level permission to the Submittals tool have the ability to assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager). The 'Submittal Manager' field lets you change ownership of a submittal, when the person who created a submittal (or that submittal's current manager) is no longer a member of the project Workflow TemplateIn Procore, a submittal workflow template provides users with 'Admin' level permission on the Submittals tool with the ability to define the submitter(s) and approver(s) for your project's submittal review process.
7 You can create multiple workflow templates to suit the specific needs of your review CertificationCanned Reports A canned report is preformatted reports that are view- and export-ready. Custom ReportsThe Reports tool gives users the ability to create, generate, and export customized reports. When designing a report, its author can include data captured by specific Procore tools, specify the desired column layout, and also define how to group and filter report data. Distribution GroupA distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is similar in function to a Contacts Group in an email program and is not associated with any security SetsIn Procore, a drawing set is any like group of drawings that were issued on the project, whether it was entire set of plans, or a single drawing revision.
8 A drawing set can be anything from the bid set, to an addendum, to the issued for construction (IFC) set, or even a Discipline During the upload process the drawing discipline field is automatically pre-filled with the correct drawing discipline. ( , Architectural, Civil, Electrical, etc.) By default, there are several abbreviations that are mapped to the most common industry standard disciplines. However, you can customize the default abbreviation mappings or add custom ones, as needed, on a per project basis if your drawing discipline does not match Procore's Mark Up Personal vs. PublishedAny time you create a mark up in the Drawings tool, your drawing defaults to private meaning only you can see your mark up. In order for others to see your mark up you will need to publish your mark up.
9 Once you have published your mark up all admin and standard level users that have access to the drawings tool will have visibility. Glossary of TermsDrawings by AreaWhen uploading drawings for a project with multiple buildings, you might find that many drawings are labeled with the same title ( A1). To prevent confusion, you can create different drawing areas, where each building would have its own separate drawing area within the project's Drawings of Architecture In Procore there is a company and project level of architecture. The company level is to manage overall settings and provide an overview of your projects, while managing project specifics at the project level. Locations & Tiered LocationsIn Procore, locations and tiered locations give users the ability to link different Procore objects ( , Drawings, Documents, RFIs, Submittals, and more) to specific locations on a job site.
10 This helps project team members to pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a project change order Minutes ModeWhen you first create a meeting, the system automatically places the meeting into Agenda mode. While the meeting is in agenda mode you can set up the meeting details. When the meeting occurs, you can convert the meeting to Minutes mode. This allows you to mark the attendees as absent or present, as well as add meeting minutes for each meeting item on the Character Recognition Optical Character Recognition is technology to help expedite the upload and review process. When you upload new drawings to a project, Procore can automatically pre-populate the title, number, and for Optical Character "Official Response"Each RFI can have a long communication thread that may be difficult for some team members or collaborators to interpret correctly.
