(MBI LIVE) Procore for Project Managers - Procore Templates - Starting Your Project on the Right Foot

When:

• Apr 22, 2026 09:00 AM – 11:00 AM

Where:

• Online Learning - Zoom

Fee	Type of Fee
NO CHARGE	/ Person - MBI Members
$160	/ Person - Non-Members

Presenter: David Mills, ZenTek Consultants - Hackensack, NJ 

Procore is a powerful and flexible project management platform, but many teams are expected to learn it with minimal guidance. Whether it’s a quick overview or a link to the help files, that approach rarely sets users up for success. While basic tasks may seem straightforward, features like financial workflows, custom templates, and schedule management require a deeper understanding to use effectively. With the right training, Procore becomes a true productivity tool. You can streamline document approvals, automate repetitive tasks, track scheduling changes across your team, and create custom templates that reflect your standard operating procedures. These features don’t just improve efficiency – they save time, reduce costly mistakes, and keep your projects moving forward.

LEARNING OBJECTIVES: 

• Create custom trades in the directory 
• Add individuals & companies to Procore 
• Create custom meeting templates 
• Create inspection templates 
• Create observation templates 
• Create punch list templates

Master Builder Designation: Project Management - 2 Credits