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Procore Tips: Streamlining Construction Management with Procore Classifications

March 25, 2025

Maximizing Procore: Tips, Tricks, and Best Practices for Construction Teams 

Procore is a powerful, cloud-based construction management software designed to enhance collaboration, streamline workflows, and optimize project execution. Whether you're new to Procore or looking to improve how you use the platform, implementing best practices can help you get the most out of it. In this guide, we'll explore key features, practical tips, and essential resources to enhance your experience with Procore. 

1. Get Hands-On with Procore 
Before diving into projects, spend time exploring Procore on a desktop. Understanding its terminology, tools, and navigation will make it easier to use the mobile app in the field. Click through different sections, experiment with permissions, and identify which tools will save you the most time. Once you're comfortable on the desktop version, transitioning to the mobile app will be much smoother. 

2. Utilize Procore’s Training Resources 
Procore offers extensive training videos and support articles that cover everything from basic navigation to advanced workflows. Their official training resources can be found here. Additionally, the Procore Community is an excellent place to discover best practices from other users. 

3. Leverage Procore Classifications for Better Cost Tracking 
Classifications in Procore allow you to categorize employees, vendors, and subcontractors based on job titles or roles. This feature enhances project tracking, cost management, and reporting. 

Setting Up Classifications: 
Navigate to the company-level admin tools. Select "Classifications." Add job titles (e.g., "Project Manager Level 1" or "Senior Project Manager") with corresponding codes. Include contractors (e.g., "Drywall Contractor") with assigned codes like "DWC." 

Applying Classifications: 
Go to the project directory under the core tools. Edit individual profiles and assign job classifications. Use classifications in time cards, timesheets, daily logs, and reports to analyze costs efficiently. 

4. Master Procore’s Mobile App for Fieldwork 
One of Procore’s biggest advantages is its mobile accessibility. However, users often find it helpful to first learn the desktop version before using the mobile app in the field. Bookmark frequently used tools. 

Customize your dashboard for quick access to critical features. Use voice-to-text functionality for faster data entry on daily logs. 

5. Contact Procore Support—They’re There to Help! 
Procore provides direct support not only to your team but also to subcontractors. If you ever run into issues, don’t hesitate to call Procore’s support team. Even “dumb” questions can help you avoid mistakes and improve efficiency. While the quality of support may vary, most users find Procore’s help desk responsive and effective. 

6. Stay Updated—Procore Evolves Constantly 
Procore updates frequently, making it essential to stay informed about new features and changes. Relying on outdated YouTube videos or articles may not always provide the most accurate information. Check Procore’s website and community forums regularly to keep up with the latest updates. 

7. Use 360 Sync for Seamless File Management 
Pairing Procore with 360 Sync simplifies file management and ensures all project files are automatically synced. This integration enhances Procore’s document management capabilities, keeping teams up to date with the latest project files. 

Procore is a game-changer for construction teams, offering robust tools for project management, financial tracking, and field operations. By dedicating time to learning the system, leveraging training resources, and utilizing features like classifications and mobile tools, you can significantly enhance productivity and efficiency. Whether you're a new user or an experienced professional, these tips will help you maximize Procore and streamline your construction workflows.