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Procore Project Setup Checklist

Set up every new project right, before your team logs in

Procore Project Setup Checklist

Your Project Template Does Less Than You Think

  • What your project template copies across, and what it quietly leaves out
  • Distribution groups first, because most other settings point to them
  • Email settings that notify for the critical handoffs and cut the noise
  • Head contract variation tiers, set before the first variation because they cannot be changed after
  • Drawings by area, decided before the first upload
  • Super private correspondence in ANZ, and why admin access alone is not enough

Partner with Australia and New Zealand's #1 Procore Consultancy who understand construction, not just software.

Procore Project Setup Checklist

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We Implement Procore Functions That Run Your Projects

Communication

Keep Everyone Connected, From Site to Office.
Stop chasing updates across emails, texts, and phone calls. Centralise all project conversations in one platform where every decision, query, and instruction is documented and accessible to the right people at the right time.

Documentation

All Your Project Documents in One Place.
Say goodbye to version control chaos and lost drawings. Store, share, and track every plan, spec, and submittal with automatic version control, ensuring your entire team always works from the latest information.

Financials

Real-Time Visibility on Every Dollar.
Track costs, variations, and budgets as they happen—not weeks later. See exactly where each project stands financially with live data that helps you spot issues before they become expensive problems.

Quality

Deliver Projects Right the First Time.
Catch defects early and track quality inspections systematically. Create checklists, assign punch items, and ensure nothing falls through the cracks between practical completion and final handover.

Safety

Manage Safety Compliance Without the Paperwork.
Move beyond clipboards and spreadsheets to digital safety management. Conduct toolbox talks, track incidents, and maintain compliance records that are always audit-ready and accessible from any device.

Reporting

See the Full Picture of Your Projects Instantly
Stop spending hours compiling reports from multiple sources. Generate comprehensive project dashboards and custom reports that give leadership the insights they need to make informed decisions quickly.

Trusted by Australia's Leading Construction Companies

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