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- https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/configure-cost-code-preferences-for-erpHow to configure your company's cost code preferences for account's using the ERP Integrations tool with a ERP system.
- https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/add-erp-standard-cost-codes-to-a-projectHow to add 'Xero™ Standard Cost Codes' at the Company level to a 'Project Cost Codes' list in Procore.
- https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/configure-settings-for-exporting-inspections-as-pdfsMark the checkbox next to each option you want to update for PDF exports for inspections. Show N/A Items*: When unchecked, any inspection items marked as N/A will be hidden from the PDF export. Show s...Mark the checkbox next to each option you want to update for PDF exports for inspections. Show N/A Items*: When unchecked, any inspection items marked as N/A will be hidden from the PDF export. Show status change activity*: When unchecked, the status change information per item will NOT display on the PDF export. Show all activity details*: When unchecked, all of the activity will be hidden on the PDF exports, only the information itself (Photos, Comments, Observations) will display.
- https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/launch-app-in-companyObjective To launch an embedded App in a company. Background As a project user, you can launch available embedded Apps at the company level in Procore. Things to Consider Required User Permissions 'St...Objective To launch an embedded App in a company. Background As a project user, you can launch available embedded Apps at the company level in Procore. Things to Consider Required User Permissions 'Standard' user permissions required. Steps Navigate to the company you want to launch an embedded App in. On the top navigation bar, click the Select an App. In the available list of embedded Apps, choose the App you want to launch. See Also Create an App Configuration in a Project
- https://en-au.support.procore.com/products/online/user-guide/project-level/admin/tutorials/change-the-project-addressTo edit the address that appears in top-right corner of the project's Home page. In a Procore project, the project's address in the top-right corner of the Home page. This address is initially added a...To edit the address that appears in top-right corner of the project's Home page. In a Procore project, the project's address in the top-right corner of the Home page. This address is initially added and can be updated in the Project level Admin tool. 'Read Only' or 'Standard' level permissions on the Project level Admin tool with the 'Update General Settings' granular permission enabled on your permissions template. In the Address box, type over the existing entry.
- https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/remove-permitted-projectTo remove a permitted project from a data connection application that utilises a Developer Managed Service Account (DMSA). The App is only allowed to run in permitted projects using the permissions de...To remove a permitted project from a data connection application that utilises a Developer Managed Service Account (DMSA). The App is only allowed to run in permitted projects using the permissions defined in the DMSA. On the App Management page, locate the data connection App you want to remove permitted projects from and click View. Locate the project you want to remove from the permitted projects list and click Delete. Add a Permitted Project to a Data Connection App
- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-early-warning-notice-template-correspondence-typeAnswer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program ...Answer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program Impact Program Task Optional Specification Section Status Subject Visible Required Sub Job Trade Hidden See Also Add a Template Correspondence Type
- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-extension-of-time-template-correspondence-typeAnswer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program ...Answer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program Impact Program Task Optional Specification Section Status Subject Visible Required Sub Job Trade Hidden See Also Add a Template Correspondence Type
- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-client-instruction-template-correspondence-typeAnswer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Optional...Answer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Optional Program Impact Program Task Specification Section Status Subject Visible Required Sub Job Trade Hidden See Also Add a Template Correspondence Type
- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-bulletin-template-correspondence-typeAnswer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program ...Answer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program Impact Program Task Specification Section Status Subject Required Sub Job Hidden Trade Visible Optional See Also Add a Template Correspondence Type
- https://en-au.support.procore.com/faq/what-are-the-default-fieldset-configurations-for-procores-addendum-template-correspondence-typeAnswer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program ...Answer Field Name Visible or Hidden Required or Optional Assignees Attachments Cost Code Cost Impact Description Distribution Due Date Location Number Private Quantity Received From Responses Program Impact Program Task Specification Section Status Subject Required Sub Job Hidden Trade Visible Optional See Also Add a Template Correspondence Type