Term
| The custom Cost Types you create at the Company level will be available as selections in which of the following Project level tool(s)? |
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Definition
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Term
| When you add custom values in Root Cause Analysis, which Project level tool do they appear in? |
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Definition
| Incidents and Observations |
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Term
| Which Classification settings can you configure in the Company level Admin tool? |
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Definition
| Add new Classification names for your company |
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Term
| Where do you assign trades to a company? |
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Definition
| The 'Bidding Info' tab of the company contact in the Directory tool |
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Term
| Which of the following tools do trades interact with? |
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Definition
| Bidding, Daily Logs, & Reports |
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Term
| Where can you select specific dates to be displayed on the Home page? |
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Definition
| On the Configure Settings page of the project's Home tool. |
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Term
| Which column on the Roles page determines whether you will be able to associate either users or companies with the role? |
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Definition
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Term
| The Tax Codes configurations in the Company Level Admin tool were designed for Procore clients in which countries? |
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Definition
| Austraila, New Zeland, and Canada |
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Term
| When creating a meeting agenda for a meeting template, which of the following can you edit? |
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Definition
| Meeting items, privacy settings, meeting catagories, & attachments |
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Term
| Which are the required fields needed to successfully import a submittal? |
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Definition
| Submittal Manager and Submittal Number |
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Term
| Which are the required fields needed to successfully import a user? |
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Definition
| First Name, Last Name, Email Address, Permission Template |
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Term
| Which are the required fields needed to successfully import a punch item? |
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Definition
| Item Name, Punch Item Number, Punch Item Manager, Created By, Final Approver |
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Term
| Which of the following can be imported at BOTH the Project and Company level? |
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Definition
| users, vendors, & cost codes |
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Term
| How many tiers can be created in the Locations tool? |
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Definition
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Term
| Why should you limit how many users have access to add companies to the company level Directory? |
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Definition
| You want to avoid creating duplicate companies |
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Term
| What role does the Primary Contact for a company play? |
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Definition
| The primary contact will receive email notifications when their company's insurance record in Procore is about to expire |
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Term
| Which step should be completed before inactivating a user's account at the company level? |
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Definition
| Ensure that if the user has been assigned items in Procore that require a pending action, the item is closed or reassigned to another |
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Term
| Which of the following user permission settings is the default for the Portfolio tool? |
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Definition
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Term
| Which of the following options best describes where Company level distribution groups can be used? |
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Definition
| Various Company level tools and various Project level tools |
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Term
| Which of the following statements is true about a distribution group's description? |
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Definition
| It can be helpful if you have numerous distribution groups to keep track of |
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Term
| By default, Procore provides its clients with several ___-based permission templates. |
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Definition
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Term
| Which of the following is NOT a type of permission template in Procore? |
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Definition
| Admin Level Permissions Template |
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Term
| Which of the following can be populated by the mobile MyTime tool? |
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Definition
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Term
| Which time tracking tool is designed for field teams and optimized for onsite entry? |
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Definition
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Term
| Which of the following is NOT a supported type of visual that can be added to a custom report? |
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Definition
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Term
| Which of the following is NOT a Standard Dashboard at the Company level? |
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Definition
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Term
| To invite someone to bid on a project, the individual must be a contact in which Company level tool? |
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Definition
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Term
| Which Procore tool are Multiple Response Sets created in? |
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Definition
| Company level Inspections tool |
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Term
| How many response types are available to use in Inspection templates? |
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Definition
| 5 - Text Numbers, Dates, Multiple Response Sets, and Default Responses |
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Term
| Which step must you complete before creating a new Project Template? |
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Definition
| Reach out to your Procore point of contact to enable the feature |
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Term
| What permission level does a user need in the Documents tool to upload files and folders? |
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Definition
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Term
| What permission level does a user need in the Documents tool to view Private documents? |
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Definition
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Term
| How much cloud storage space does the Documents tool provide? |
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Definition
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