Procore Financial Management
Questions with 100% correct answers 2024
You should make the designated bid documents folder 'private' before you add it to your
bid package. - ✔��✔False
What should you do if Procore did not properly identify and name a specific section
correctly when uploading your spec book to the project? - ✔��✔Click on the incorrect
field, edit the value, and click Enter or Return on your keyboard
You should always make sure that your spec book has a Table of Contents before you
upload it into the Specifications tool. - ✔��✔True
Where can you check if bid invitees have downloaded their bid documents? - ✔��✔
Under the bid package's Download log
How can you search for bidders to add them to the bid list (when viewing the Search for
Bidders page)? - ✔��✔All of the above
What is the best way to inform bidders of a change to the bid documents after they have
been sent out? - ✔��✔Send an email from the Correspondence tab in Procore
You can create a commitment directly from an awarded bid. - ✔��✔True
The only way to upload a budget into Procore is by using the designated import
template. - ✔��✔True
Which tasks can be performed when a budget is unlocked? - ✔��✔A and C
The Approved CO and Pending Budget changes pull from the Potential Change Order
tier, and not the Change Order Request or Prime Contract Change Order tier. - ✔��✔
True
What are the three (3) types of columns that can be included in your configurable
budget view? - ✔��✔Standard, Calculated, and Source
You can change the name of any column. - ✔��✔True
Columns need to be selected or checked in a view in order to be included in a
calculated column. - ✔��✔False
How do you create a schedule of values in Procore's Prime Contract tool? - ✔��✔All
Questions with 100% correct answers 2024
You should make the designated bid documents folder 'private' before you add it to your
bid package. - ✔��✔False
What should you do if Procore did not properly identify and name a specific section
correctly when uploading your spec book to the project? - ✔��✔Click on the incorrect
field, edit the value, and click Enter or Return on your keyboard
You should always make sure that your spec book has a Table of Contents before you
upload it into the Specifications tool. - ✔��✔True
Where can you check if bid invitees have downloaded their bid documents? - ✔��✔
Under the bid package's Download log
How can you search for bidders to add them to the bid list (when viewing the Search for
Bidders page)? - ✔��✔All of the above
What is the best way to inform bidders of a change to the bid documents after they have
been sent out? - ✔��✔Send an email from the Correspondence tab in Procore
You can create a commitment directly from an awarded bid. - ✔��✔True
The only way to upload a budget into Procore is by using the designated import
template. - ✔��✔True
Which tasks can be performed when a budget is unlocked? - ✔��✔A and C
The Approved CO and Pending Budget changes pull from the Potential Change Order
tier, and not the Change Order Request or Prime Contract Change Order tier. - ✔��✔
True
What are the three (3) types of columns that can be included in your configurable
budget view? - ✔��✔Standard, Calculated, and Source
You can change the name of any column. - ✔��✔True
Columns need to be selected or checked in a view in order to be included in a
calculated column. - ✔��✔False
How do you create a schedule of values in Procore's Prime Contract tool? - ✔��✔All
