Configure Advanced Settings: Company Admin

Objective

To configure the administrative settings, project settings and tool settings for Procore using the Company level Admin tool.

Background

The sidebar in the Company level Admin tool provides your company's Procore Administrator with the ability to manage a wide variety of configuration settings for your company's Procore account.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
Additional Information:
- If you want to manage the configuration settings for a specific project, use the Project level Admin tool. See Configure Advanced Settings: Project Admin.

Available Settings

The settings in the Company level Admin tool's sidebar are organized into three (3) distinct groups:

Company Settings
Project Settings
Tool Settings

Company Settings

Under Company Settings, click a link to perform the following tasks:

Company Settings	Click this link…	To perform these tasks…
	Account Information	View Account Information
	App Management	Manage Apps
	Certification Analytics	View Certification Analytics
	Classifications	Add a Classification
	Expense Allocations	Create a New Expense Allocation
	General Settings	Add an Office Location
		Enable Participation in Procore User Surveys
		Enable Avatars
		Delete an Office Location
		Edit an Office Location
		Remove an Office Logo
		Configure Your Company Settings
		Update the Employer Identification Number for Your Company's Procore Account
		Upload a Company Logo
		Upload an Office Logo
	Root Cause Analysis	Add Root Cause Analysis Fields
		Edit Root Cause Analysis Fields
		Delete Root Cause Analysis Fields
	Service Accounts	Create a Service Account
		Delete a Service Account
		Modify a Service Account
		Reset the Authentication Key for a Service Account
	Single Sign On Configuration	Configure Single Sign On in the Company Admin Tool
	Trades	Add a Custom Trade
	Unit of Measure Master List	Add a Unit of Measure to the Unit of Measure Master List
	Webhooks	Configure Company Webhooks
	Work Breakdown Structure To learn more, see the Company Administration Guide	Create Your Company's Work Breakdown Structure

Project Settings

Under Project Settings, click a link to perform the following tasks:

Project Settings	Click this link…	To perform these tasks…
	Dates	Add New Project Dates
	Defaults	Set the Defaults for Your Projects
		Add a Custom Project Stage
		Add a Custom Project Type
		Add a Custom Department
		Add a Custom Project Group
		Delete a Project Group
		Add a Custom Tender Type
		Add a Custom Owner Type
		Add a Custom Project Region
		Enable the DocuSign Integration in Your Company's Account
	Fieldset	Create a Default Project Fieldset
		Create New Custom Fields
		Create Custom Sections
	Roles	Add a Custom Project Role

Tool Settings

Under Tool Settings, click a link to perform the following tasks:

Tool Settings	Click this link…	To perform these tasks…
	Tendering	Set the Default Company Tendering Configuration
	Budget	Set Up a Budget View for Custom Reporting
		Delete a Budget View
		Edit an Existing Budget View
		Set up a New Budget View
	Change Management	Set the Default Change Management Configurations
		Create New Configurable Fieldsets
		Create Custom Sections
		Create New Custom Fields
	Contracts	Update the Tool Settings for Contracts
		Create New Configurable Fieldsets
		Create New Custom Fields
		Create Custom Sections
	Correspondence	Create a New Correspondence Type
		Add a Template Correspondence Type
		Edit a Correspondence Type
		Create New Configurable Fieldsets
		Create New Custom Fields
		Create Custom Sections
	Site Diary	Create New Configurable Fieldsets
		Create New Custom Fields
	Directory	Create New Configurable Fieldsets
	Documents (Project Documents)	Create New Configurable Fieldsets
		Create New Custom Fields
	Drawings	Create New Configurable Fieldsets
		Create New Custom Fields
	Forms	Create a Company Level Form Template
		Delete a Company Level Form Template
	Incidents	Create New Configurable Fieldsets
		Create New Custom Fields
		Add Custom Options for Incident Fields
		Edit Custom Options for Incident Fields
		Delete Custom Options for Incident Fields
		Configure Alerts and Severity for Incidents
	Inspections	Create New Configurable Fieldsets
		Create New Custom Fields
		Configure Settings for Exporting Inspections as PDFs
	Meetings	Configure Meeting Templates
		Create a Meeting Template
		Delete a Meeting Template
		Edit a Meeting Template
	Observations	Add Company Level Observation Types
		Delete Observation Types
		Edit Observation Types
		Create a Company Level Observation Template
		Create New Configurable Fieldsets
		Create New Custom Fields
	Defect List	Create a Company Level Defect Item Template
		Delete a Company Level Defect Item Template
		Create a Defect Item Template Category at the Company Level
		Delete a Defect Item Template Category at the Company Level
		Edit a Defect Item Template Category at the Company Level
		Create New Configurable Fieldsets
		Create New Custom Fields
	RFIs	Create New Configurable Fieldsets
		Create New Custom Fields
		Create Custom Sections
	Specifications	Create New Configurable Fieldsets
		Create New Custom Fields
	Submittals	Create Custom Submittal Register Statuses
		Create Custom Submittal Types
		Create New Configurable Fieldsets
		Create Custom Sections
		Create New Custom Fields
My Time	Create New Configurable Fieldsets
	Create New Custom Fields
Daywork Sheets	Create New Configurable Fieldsets
	Create New Custom Fields
Tasks	Add Task Categories
	Delete Task Categories
	Mark a Task Category as Inactive
Tax Codes	Configure Tax Code Settings
Timesheets	Create New Configurable Fieldsets
	Create New Custom Fields