Procore Interface

Last modification: October 23, 2025

 

Lesson Plan

By the end of the Procore Interface course, the client and targeted users will be able to configure the essential components of the interface, understand how it works with maestro*, and use its main features related to their processes.

 

Unit PRO01 - Preliminary Analysis and Configurations

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, the client and designated users will be able to operate maestro* at the Procore interface level.

PREREQUISITES

  • Project Management
  • Security Management
  • Supplier Management
  • Customer Management
  • Catalogue
  • Purchase Order Management
  • Subcontract Management

OPTIONAL PREREQUISITES

  • Install the maestro* mobile component
  • Procore Sandbox Environment
  • Analysis
  • Procore configurations (Maintenance - Interface Maintenance – Procore)
    • Addition of the “Marketplace” application
      • Authentication parameters
      • Discussion of master data sources
      • Initial connection tests with Procore
  • Discussion of the current and future process (strengths and weaknesses)
  • Definition of users and processes for the creation of various data necessary for proper functioning
  • Explanation and completion of basic configurations guiding implementation
  • Decision-making

HOMEWORK

  • Reflect on discussions

3 h

Pilot

 

Unit PRO02 - Configurations – Procore/maestro*

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to define and configure the synchronization screen with the modules.

  • Define Project Templates
  • Project Management
  • Supplier Management
  • Customer Management
  • Company Parameters
  • Orders
  • Review of previous concepts and validation of homework assignments
  • Explanation and completion of the project, supplier, client, and company settings management screens, based on client needs and system requirements, with the goal of automating data entry

HOMEWORK

  • Finalize databases

1 h

Pilot and/or Super Users

 

Unit PRO03 - Operations – Procore Interface Synchronization

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to configure and use the various elements and processes of the Procore interface.

  • Update configurations according to the decisions made
  • Bidirectional synchronization of transactional data flows between maestro* and Procore
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established during the analysis

HOMEWORK

  • Practice entering transactions into the test environment

2 h

 Pilot and/or Super Users

 

Unit PRO04 - Operational Training - Procore Interface Synchronization

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to configure and use the various elements and processes of the Procore interface.

  • Update configurations according to the decisions made
  • Synchronization
  • Review of previous concepts and validation of homework assignments
  • User training according to the process established at the time of analysis

HOMEWORK

  • Practice entering transactions into the test environment
2 h

Pilot

Super Users

Users

 

Unit PRO05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will be able to use the analysis and report tools in maestro* to find the information they need regarding the Procore interface.

  • Project Inquiry
  • Review of previous concepts and validation of homework assignments
30 min

 

Pilot

Super Users

Users

 

Unit PRO06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

N/A

 N/A N/A N/A N/A N/A

 

Unit PRO07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.

  • Tools
  • Validation of transactions in maestro* and Procore
  • Budget adjustment
  • Review of configurations, if applicable
  • Process review, if applicable
  • Presentation of the questions during the closing meeting. If necessary, addition of an extra training session

HOMEWORK

  • Complete the integrated tests
1 h 30 min

 

Pilot

Users

 

Unit PRO08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Material

Targeted Audience

At the end of this session, designated users will have shown the necessary knowledge and skills to use the Procore interface.

  • Learning validation
  • Security review
  • Follow-up on questions

Preparation of upcoming training sessions

1 h Acquired fompetencies form - PRO Pilot