Glossary of Terms

These terms and acronyms are commonly used throughout the course, so use this as a reference if you hear or
see a financial term you aren’t familiar with.

Ball in Court
In Procore, being designated as the Ball In Court (BIC) person indicates that an action is required by the designee. For
example, when you first send out a submittal for approval, the members of the first group in a submittal workflow are
automatically assigned the 'Ball In Court' responsibility. When all required members of that group submit a response
(for example, Approved, Approved as Noted, and so on.), the 'Ball In Court' designation proceeds to the next group of
approvers in the submittal workflow's sequence. The designation changes in sequential order until all required
submitter(s) and approver(s) have submitted their response.

BIC
Short for Ball in Court.

Canned Reports
A canned report is preformatted reports that are view- and export-ready.

Custom Reporting
The Reports tool gives users the ability to create, generate, and export customized reports. When designing a report,
its author can include data captured by specific Procore tools, specify the desired column layout, and also define how
to group and filter report data.

Distribution Group
A distribution group is a list of email recipients that must be created in the Company or Project Directory tool. It is
similar in function to a Contacts Group in an email program and is not associated with any security settings.

Drawing Discipline
During the upload process the drawing discipline field is automatically pre-filled with the correct drawing discipline.
(e.g., Architectural, Civil, Electrical, etc.) By default, there are several abbreviations that are mapped to the most
common industry standard disciplines. However, you can customize the default abbreviation mappings or add custom
ones, as needed, on a per project basis if your drawing discipline does not match Procore's standard.

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 Glossary of Terms

Drawing Markup Personal vs. Published

Any time you create a mark up in the Drawings tool, your drawing defaults to private meaning only you can see your
mark up. In order for others to see your mark up you will need to publish your mark up. Once you have published your
mark up all admin and standard level users that have access to the drawings tool will have visibility.

Drawing Set
In Procore, a drawing set is any like group of drawings that were issued on the project, whether it was entire set of
plans, or a single drawing revision. A drawing set can be anything from the bid set, to an addendum, to the issued for
construction (IFC) set, or even a bulletin.

Drawings by Area
When uploading drawings for a project with multiple buildings, you might find that many drawings are labeled with the
same title (e.g. A1). To prevent confusion, you can create different drawing areas, where each building would have its
own separate drawing area within the project's Drawings tool.

Levels of Architecture
In Procore there is a company and project level of architecture. The company level is to manage overall settings and
provide an overview of your projects, while managing project specifics at the project level.

Locations & Tiered Locations

In Procore, locations and tiered locations give users the ability to link different Procore objects (e.g., Drawings,
Documents, RFIs, Submittals, and more) to specific locations on a job site. This helps project team members to
pinpoint the exact location(s) on a job site where a defect was observed, where equipment is to be installed, or where a
project change order occurred.

Meeting Minutes Mode

When you first create a meeting, the system automatically places the meeting into Agenda mode. While the meeting is
in agenda mode you can set up the meeting details. When the meeting occurs, you can convert the meeting to Minutes
mode. This allows you to mark the attendees as absent or present, as well as add meeting minutes for each meeting
item on the agenda.

My Time
An easier way to have employees of the company add their time without having to use the Daily Log's timecard entry
feature each day.

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 Glossary of Terms

Optical Character Recognition

Optical Character Recognition is technology to help expedite the upload and review process. When you upload new
drawings to a project, Procore can automatically pre-populate the title, number, and discipline.

OCR
Short for Optical Character Recognition.

Planroom
Procore's Company level Planroom tool gives users the ability to view and submit bid packages. To use this tool, you
must be invited to bid on a project.

Procore Drive
Procore Drive is a free, desktop software program that you can download and install on a computer running Windows 7
or newer. It's designed to give individuals a convenient method for uploading and downloading large sets of
documents, emails, photos, and schedules to Procore.

RFI “Office Response”

Each RFI can have a long communication thread that may be difficult for some team members or collaborators to
interpret correctly. In such cases, users with the appropriate permissions (such as Project Manager/Engineers) can
highlight the correct answer by marking one or more replies in the activity thread as the "official response" for an RFI.

RFI Manager
In Procore, an RFI Manager is the person responsible for overseeing an RFI throughout its lifecycle. This person is the
gatekeeper between the RFI's Creator and the Design Team and is responsible for reviewing all Draft RFIs and either (1)
providing a response to the RFIs and closing them out, or (2) opening the draft RFIs, assigning them a number, and
then assigning them to the appropriate member of the design team, who then provides a response to the RFI's
question.

Submittal Builder
The Submittal Builder allows you to automatically create the submittal registry from the spec book.

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Submittal Manager
In Procore, a submittal manager is the person responsible for overseeing a submittal throughout its lifecycle. If you
create a submittal and have 'Standard' or 'Admin' level permission to the Submittals tool, your name appears as the
'Submittal Manager' by default. However, users with 'Admin' level permission to the Submittals tool have the ability to
assign the submittal manager role to any Procore user who has been granted 'Standard' or 'Admin' level permission to
the Submittals tool (Note: Users with 'Standard' permission do not have permission to change the submittal manager).
The 'Submittal Manager' field lets you change ownership of a submittal, when the person who created a submittal (or
that submittal's current manager) is no longer a member of the project team.

Submittal Workflow Template

In Procore, a submittal workflow template provides users with 'Admin' level permission on the Submittals tool with the
ability to define the submitter(s) and approver(s) for your project's submittal review process. You can create multiple
workflow templates to suit the specific needs of your review process.