FINANCIAL MANAGEMENT CERTIFICATION
PROCORE EXAM WITH 100% CORRECT ANSWERS
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
PROCORE EXAM WITH 100% CORRECT ANSWERS
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
