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Procore Project Documents

 

 

Project name/Project # (Folder)

Contract (Folder)

  • Contract (Account Manager)

Estimate/Proposal (Folder)

  • Estimate (Commercial Administrator)
  • Proposal (Account Manager)

Equipment/Rental Quotes and Invoices/Credit (Folder)

  • Distributor quote (Production Manager)
  • Rental equipment quote (Production Manager)
  • Invoices (Folder) (Project Manager)
  • Credit (Folder) (Project Manager)

Labor (Folder)

  • Labor
  • Reimbursements 

Subcontractor (Folder)

  • Agreement (Production Manager
  • Quote (Production Manager)
  • Invoices (Folder) (Commercial Administrator)

Pay Apps (Folder)

  • Invoices (Commercial Administrator)

Permit (Folder)

  • Permit application (Sales Support Manager)
  • Permit (Sales Support Manager)
  • Approved Permit (Sales Support Manager)

Safety (Folder)

  • Safety Documents (Supervisors/Compliance Manager)

Measurements (Folder)

  • Inspector notes (Supervisor/Production Manager)
  • Eagle View/Hover/? (Supervisor/Production Manager)
  • Pictures (Supervisor/Production Manager)
  • Site Map (Supervisor/Production Manager)