Glossary of Common Words

To avoid confusion and reduce cognitive load, we use the same noun and verb when referencing the same objects or actions in Procore.

If you would like to add a word to this glossary, pease contact #ux-content via Slack.
Action
Usage
Add
When referring to adding “sub items” to existing created items (e.g. markups, related items).
Configure
When referring to setting the admin preferences for each tool, the project, or the whole account.
Browser
Use browser when referring to a web based tool or feature. Use in the browser NOT on the browser
Checkbox
NOT check box or check-box
Copy
When referring to making a duplicate of an item or group of items.
Create
When referring to creating new items in Procore.
Delete
When referring to deleting an item from Procore where a user cannot retrieve it (e.g. Drawings, Locations, Daily Log).
Use Move to Recycle Bin when referring to moving an item to the tool’s Recycle Bin.
Distribute
When referring to notifying one or a group of people (by email, activity feed, etc).

Use Send when referring to only sending an email.
Download
When referring to downloading an item or group of items to your device.
Dropdown menu
NOT just “dropdown” or drop-down menu
Edit
When referring to changing or updating information in Procore.

Use Bulk Edit to refer to editing multiple items at once.
Email
Use email as a noun NOT as a verb. Use send to describe the act of sending an email, and receive to describe getting an email
Enable
When referring to turning on a feature, tool, button, or item.
Export
When referring to saving/exporting an item or group of items as a PDF/ CSV/BCF/etc file.
Fill Out
Fill out a fillable PDF.
Filter
When referring to finding information using the filter dropdown within specific pages in Procore.
Generate
When referring to the automatic creation of items from other items in Procore (e.g. generate submittals from specifications).

Use this verb only when it is an automatic function NOT when a user can create an item using another item's information (e.g. create a change event from an RFI).
Go
When referring to navigating to another place in the product.
This is most seen in button labels when it links to another page in the product (e.g. Go to Submittals).
Got It
When confirming that the user has acknowledged a piece of information presented within a non-permanent component on a page. Once the user clicks the “Got it” button, the component disappears.

This should be used only when the content presented is informational and there is no other call to action needed in the component.
Grant Permissions
When referring to setting or changing access levels of a user or users in Procore.
Icon
Use icon, NOT symbol when describing an interactive symbol
Import
When referring to bulk adding items to Procore from an import template.
Jobsite
NOT job site or job-site
Log in / Log out

verb
The act of logging in and out.
Example: Log in to Procore, Action Buttons: Log Out, Log In
Login / Logout
noun
A page / place where you are able to take the action of logging in or out.

Example: Procore login
Mark Up
verb
The act of adding markup elements to items such as submittals or drawings.

Example: Mark Up a drawing.
Markup
noun
The elements that can be added on top of items such as submittals or drawings.

Example: Add a markup to a drawing.
Move
When referring to changing the location of an item in Procore to another location in Procore.

E.g. Moving a file to another folder or moving an item to the Recycle Bin.
Mobile device
NOT mobile-device. Do not list out all possible devices, instead just say mobile device
Respond
When referring to replying to items in Procore.
Retrieve
When referring to taking an item from the Recycle Bin and putting it back in the tool’s list.
Save
When referring to saving edits to an existing item.
Search
When referring to finding information using the search within specific pages in Procore.
Send
When referring to sending an email, sending feedback, or sending notifications.
Smartphone
NOT smart phone. Use mobile device when referring to any mobile device such as tablets and smartphones

Update
When referring to refreshing a page to view new content or edits made by someone on another device or screen.
Upload
When referring to uploading an item from your computer to Procore.
View
When referring to seeing general information of an item.