FINANCIAL MANAGEMENT CERTIFICATION
PROCORE EXAM 2024
True or False: 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?
a. Re-upload the spec set
b. Click on the incorrect field, edit the value, and click Enter or Return on
your keyboard
c. Click Publish All
d. Remove the Table of Contents and upload the file again - ✔✔b. Click on
the incorrect field, edit the value, and click Enter or Return on your
keyboard
True or False: 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?
a. Under the bid package's Download log
,b. Under the bid package's Emails tab
c. Under the bid package's Correspondence tab
d. There is no way to check this information in Procore - ✔✔a. 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)?
a. Type the name of the company in the keyword search bar
b. Filter by trades or cost codes
c. Filter by jobsite proximity
d. Filter by vendor ratings
e. All of the above - ✔✔e. 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?
a. Send an email from your personal email account
b. Send an email from the Correspondence tab in Procore
c. Procore will automatically notify bidders of a change to bid documents
d. Delete the bid package and create a new one - ✔✔b. Send an email
from the Correspondence tab in Procore
True or False: You can create a commitment directly from an awarded bid.
- ✔✔True
, True or False: 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. Add line items
b. Create budget modifications
c. Create change orders
d. All of the above
e. A and B
f. A and C - ✔✔f. A and C
True or False: 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?
a. Standard, Calculated, and Basic
b. Standard, Calculated, and Source
c. Standard, Source, and Configurable - ✔✔b. Standard, Calculated, and
Source
True or False: You can change the name of any column. - ✔✔True
PROCORE EXAM 2024
True or False: 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?
a. Re-upload the spec set
b. Click on the incorrect field, edit the value, and click Enter or Return on
your keyboard
c. Click Publish All
d. Remove the Table of Contents and upload the file again - ✔✔b. Click on
the incorrect field, edit the value, and click Enter or Return on your
keyboard
True or False: 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?
a. Under the bid package's Download log
,b. Under the bid package's Emails tab
c. Under the bid package's Correspondence tab
d. There is no way to check this information in Procore - ✔✔a. 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)?
a. Type the name of the company in the keyword search bar
b. Filter by trades or cost codes
c. Filter by jobsite proximity
d. Filter by vendor ratings
e. All of the above - ✔✔e. 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?
a. Send an email from your personal email account
b. Send an email from the Correspondence tab in Procore
c. Procore will automatically notify bidders of a change to bid documents
d. Delete the bid package and create a new one - ✔✔b. Send an email
from the Correspondence tab in Procore
True or False: You can create a commitment directly from an awarded bid.
- ✔✔True
, True or False: 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. Add line items
b. Create budget modifications
c. Create change orders
d. All of the above
e. A and B
f. A and C - ✔✔f. A and C
True or False: 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?
a. Standard, Calculated, and Basic
b. Standard, Calculated, and Source
c. Standard, Source, and Configurable - ✔✔b. Standard, Calculated, and
Source
True or False: You can change the name of any column. - ✔✔True
