What tool names and terms are different in Procore for general contractors, owners, and specialty contractors?

Answer

At Procore, we know that each type of construction collaborator utilizes their own vocabulary in their everyday business activities, so we have created what we refer to as "Point-of-View Dictionaries" for general contractors, owners, and specialty contractors. These dictionaries change Procore's default terminology in the platform to account for the needs and preferences of each distinct audience.

When you implement a point-of-view dictionary in your environment, certain tool names and terms change in the user interface depending on the dictionary chosen. Currently, these dictionaries are only available in US English and the default dictionary is designed for general contractors. To access the dictionary preferred by owners or specialty contractors, you will first need to work with your Procore Administrator at your company and your Procore point of contact (who can change your company's default dictionary). After that, you can use the desired dictionary on a project or on your individual user account. Learn how to apply the dictionary options.

Tool Name and Term Differences

Construction Takeoff & Estimating

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Construction Takeoff and Estimating. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default

Owners English (Owner Terminology V2)

Specialty Contractors English (Specialty Contractor Terminology)

Bid Board

Portfolio Planning

Bid Board

Due Date

LOI Expiration Date

Due Date

Estimator

Developer Agent

Estimator

Name

Opportunity Name

Name

Total Sales

Feasibility Cost

Total Sales

Project Financials

This table shows the differences in tool names (bold) and terms across the point-of-view dictionaries for Project Financials. These dictionaries are available in US English only. The default dictionary is designed for general contractors, which means that you will need to work with your Procore Administrator at your company and your Procore point of contact to access the other dictionary options.

General Contractors English (United States) - Default

Owners English (Owner Terminology V2)

Specialty Contractors English (Specialty Contractor Terminology)

Invoicing

Invoicing

Progress Billings

Owner

Funding

Owner

Owner/Client

Owner/Client

GC/Client

Prime Contract Change Order

Funding Change Order

Client Contract Change Order

Prime Contracts

Funding

Client Contracts

Revenue

Funding

Revenue

Subcontract

Contract

Subcontract

Subcontractor

Contractor

Subcontractor

Subcontractor Schedule of Values (SSOV)

Contractor Schedule of Values (CSOV)

Subcontractor Schedule of Values (SSOV)

How to Apply the Dictionary Options

To access the dictionary preferred by owners or specialty contractors, you will first need to work with your Procore Administrator at your company and your Procore point of contact (who can change your company's default dictionary). After that, you can use the desired dictionary on a project or on your individual user account as follows:

  • Project-Level Setting

  • User-Level Setting

Project Level Setting

After your company implements the dictionary preferred by owners or specialty contractors, a project administrator should adjust the 'Language - Country' menu on the General page under 'Project Settings' to 'None Selected' in the Project level Admin tool.

Example iconExample - Project level setting in Project Admin Tool

language-country-setting.png

User Level Setting

After your company implements the dictionary preferred by owners or specialty contractors, Procore users should adjust the setting in the 'Country - Language' menu to 'None Selected' in My Profile Settings.

Example iconExample - User level setting in My Profile Settings

user-country-language.png