Recommended Learning Path for Procore Administrators
To help streamline the setup process, it's recommended that your company's Procore Administrator follow these instructions. For answers to common questions about the Procore Administrator (a.k.a., Company Admin) role, see these Common Questions.
A Procore Administrator (also call the Company Administrator) is the person or people, at your company who is responsible for managing the Procore application in your environment. These individuals are granted 'Admin' level permission on both the Company and Project level tools in Procore.
For a detailed breakdown of each step during the implementation process, please see Procore Implementation Roadmap.
Company Level Configurations
Welcome to Procore! The following instructions are for the person(s) at your company that will serve as your company's Procore administrator (i.e. the person responsible for setting up and configuring your Procore account).
- Configure a Project Template
- (Optional) Create Your Project's Work Breakdown Structure
- Configure the Variation Tier Settings for Project Financials
Project Level Configurations
Tool Configuration Management