Field guides for Procore workflows.
One guide per Procore workflow: pull data, import budgets and costs, bulk edit forecasts and change events, bill the owner. Procore stays the system of record.
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0:30 Change events Video · 0:30Add Procore change event lines to an existing budget change
Have you ever added approved change event lines to a budget change in Procore, one line at a time, then checked the net by hand?
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0:32 Change events Video · 0:32Add contingency funding lines to Procore change events
Have you ever typed a negative contingency line under every cost on a stack of change events, one change event at a time?
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0:32 Budget Video · 0:32Compare a Procore budget to last month’s snapshot in Excel
Have you ever exported the Procore budget at month end, pasted it beside last month’s, and remapped the columns just to see what moved?
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0:33 Forecast Video · 0:33Set up Procore monitored resources on a new project from Excel
Have you ever started a job with thirty labor codes and not one monitored resource, knowing each one goes in by hand?
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0:34 Change events Video · 0:34Import a change event log into Procore with Copilot or Claude
Have you ever retyped an eighty-line buyout log into Procore change events, one line at a time?
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0:30 Change events Video · 0:30Add a line item to multiple Procore change events at once
Have you ever opened twelve change events, one at a time, to add the same funding line to each?
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0:30 Change events Video · 0:30Bulk edit Procore change event custom fields from Excel
Have you ever typed the owner’s tracking number into forty change events, one at a time, from a second screen?
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0:34 Budget Beta Video · 0:34Import an original budget into Procore from Excel
Have you ever re-keyed a four-hundred-line estimate into the Procore budget by hand?
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0:42 Change events Video · 0:42Assign vendors and commitments to Procore change event line items
Have you ever bought out a scope, then opened forty change event lines one at a time to point them at the new subcontract?
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0:40 Owner billing Beta Video · 0:40Update a Procore owner invoice from Excel
Have you ever had sixty contract lines to bill, and every number that decides them living somewhere else?
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0:50 Reporting Video · 0:50Pull Procore data into Excel for custom reports
Have you ever rebuilt the same cost report from a fresh Procore export every Monday morning?
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0:54 Forecast Video · 0:54Bulk edit manual forecast line items in Procore from Excel
Have you ever updated Forecast to Complete on sixty budget lines, one panel at a time, on the last day of the month?
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0:51 Forecast Video · 0:51Bulk add and edit Procore monitored resources from Excel
Have you ever staffed a two-year job by opening fifty labor lines one at a time?
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0:47 Direct costs Video · 0:47Bulk import Procore direct costs from invoices in Excel
Have you ever keyed thirty vendor invoices into Procore direct costs from a stack of PDFs?
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0:45 Change events Video · 0:45Bulk import change events into Procore from Excel
Have you ever had hundreds of time and materials (T&M) lines to get into Procore change events before month end?
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4:00 Subcontractor billing Beta Video · 4:00Bulk edit a Procore subcontractor invoice from Excel
Have you ever re-keyed a sub’s fifty-line invoice into Procore, one schedule of values line at a time?
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4:15 Change events Video · 4:15Bulk update change event status in Procore
Have you ever needed to move thirty change events out of pending, one at a time, on the last day of the month?