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Procore

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:

Available Settings

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

Tool Settings

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

Tool Settings Click this link… To perform these tasks…
tool-settings.png 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

See Also