3-P art Series
May 7th, 2025
9:00 AM - 11:00 AM
May 14th, 2025 9:00 AM - 11:00 AM May 21st, 2025 9:00 AM - 11:00 AM
For Project Managers 3-Part Se ries
WHAT IS PROCORE?
Procore is a cloud-based construction management platform that empowers construction professionals to efficiently manage projects from start to finish. With its wide range of tools, Procore simplifies communication, improves project visibility, and enhances team collaboration. It allows users to track timelines, manage budgets, handle documentation, and automate workflows, all from a single, centralized system. Procore’s powerful features help streamline the complexities of construction project management, ensuring projects are completed on time and within budget.
MBI LIVE VIRTUAL TRAINING VIA ZOOM
Join us for a series of virtual training sessions delivered live via the Zoom platform designed specifically for Project Managers in the construction industry. These sessions will teach you how to leverage Procore to optimize project workflows, improve financial tracking, and streamline scheduling. Presented by ZenTek Consultants, who bring real-world construction industry experience, the training will be tailored with relevant examples, providing practical knowledge that can be applied immediately to your projects. This series is offered at no cost to MBI members! Plus, you can earn 2 Project Management credits toward the MBD award for each session attended.
Session 1: Templates - Starting Your Project on the Right Foot May 7, 2025 | 9:00 AM - 11:00 AM
Project Management 2 Credits
Procore is an incredibly powerful Project Management tool, but it’s often introduced without sufficient training. Many users face the challenge of “figuring it out” after a brief overview or a quick look at the help files. Procore doesn’t have to be intimidating. With a little training, it can be a simple, effective system.
In this session, we will focus on customizing Procore’s templates to ensure your projects start with clarity and consistency. By creating custom templates for various tools, you’ll have clear and concise Standard Operating Procedures (SOPs) in place, saving you time and money.
• 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
The Master Builder Designation program will offer credits for completion of this course. For more information on becoming a ‘Master Builder’, please visit MBI’s website at www.mbi.build/mbd.
Have Questions?
If you have any questions, please contact Janel HaynesJHaynes@MBI.Build or 515-461-9237.
Session 2: Financial Workflows Made Easy
May 14, 2025 | 9:00 AM - 11:00 AM
Project Management
2 Credits
For many Project Managers, the daily operations in Procore are relatively straightforward. However, tasks like emailing approvals and requesting information can quickly become repetitive and timeconsuming. Procore’s Workflow automation allows you to streamline financial approvals, send reminders, and progress projects without the constant manual intervention.
In this session, we’ll show you how to set up automated financial workflows that save you time, reduce headaches, and keep your project moving forward efficiently.
• Create Workflows for Invoices
• Create Workflows for Prime Contractors and Subcontractors
• Create Workflows for Change Orders
• Create Workflows for Budget Changes
Session 3: Scheduling - Keeping Projects on Task
May 21, 2025 | 9:00 AM - 11:00 AM
Project Management
2 Credits
Tracking schedule changes and their impact on the overall project can be a Project Manager’s nightmare. But with Procore, organizing and controlling scheduling updates is easier than ever. Whether you’re uploading schedules from external systems or adjusting the timeline for delays or changes, Procore keeps everything centralized, up-to-date, and accurate. This session will teach you how to use Procore to stay on top of scheduling and quickly communicate changes to your team.
• Upload & Manage your Schedule within Procore
• Review Schedule Changes from Subcontractors
David Mills
ZenTek Consultants
Hackensack, NJ
• Link Schedule Items to Other Procore Tools
• Track T&M Tickets & Write Change Events
MEET THE TRAINER
David Mills has been working within the construction industry for nearly a decade. He has developed commercial and healthcare projects ranging from $100,000 to $100,000,000+, while working in various positions, including Estimator, Project Engineer, Field Engineer, and Assistant Project Manager. During the COVID-19 pandemic, he was an Owner’s Representative on a large healthcare campus in Michigan. This project had several Construction Managers on it using different software products, which Mr. Mills successfully taught team members to use efficiently. David joined ZenTek Consultants as a Technology Specialist in early 2023. During his time at ZenTek, he has developed custom solutions and training for clients, as well as written numerous articles and blogs on using Bluebeam and Procore efficiently. His knowledge of software does not end at Bluebeam and Procore, as he is proficient in Microsoft Office, Revit, PlanSwift, PlanGrid, Smartsheet, Adobe Photoshop and Adobe Illustrator.
For Project Managers
3-Part Series
Contact Name:
Title:
Email:
Company:
Address:
City:
Phone:
Please mark which online session(s) you would like to connect to:
Templates - Starting Your Project on the Right Foot
May 7, 2025 | 9:00 AM - 11:00 AM
NO CHARGE / MBI Member
$160 / Non-Members
Financial Workflows Made Easy
May 14, 2025 | 9:00 AM - 11:00 AM
NO CHARGE / MBI Member
$160 / Non-Members
State: Zip:
Cell:
Fees include online access to the training event via Zoom and training materials
Scheduling - Keeping Projects on Task
May 21, 2025 | 9:00 AM - 11:00 AM
NO CHARGE / MBI Members
$160 / Non-Members
PLEASE NOTE: THESE ONLINE TRAINING SESSIONS WILL NOT BE RECORDED FOR FUTURE VIEWING
Only the individual whose email address is used to register and is attached to the Zoom connection is eligible to receive Master Builder Designation credits.
METHOD OF PAYMENT:
Credit card
Check enclosed (made payable to Master Builders of Iowa) Please invoice
Credit Card Type: Master Card Visa Discover American Express
Card number: Expiration date:
CVC: ______________ Zip:
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Card address:
Total enclosed: $
A 3% processing fee charged on all credit card transactions.
Cancellation Policy: Registration cancellations must be submitted to Master Builders of Iowa via email to NFry@MBI.Build. Cancellation requests submitted at least 14 days prior to the start of this program will be refunded 100%. Cancellations received between 7 and 14 days prior to the start of this program will be refunded 50%. No refund for cancellations less than 7 days prior to the start of this program. No refund for noshows.
Please send registration and payment to:
MASTER BUILDERS OF IOWA
4100 Westown Pkwy |West Des Moines, Iowa 50266
Attn: Nichole Fry NFry@MBI.Build
Further information and instructions for the online sessions will be forwarded to participants upon receipt of registration.
For more information, please contact Janel Haynes at JHaynes@MBI.Build.