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Procore

Set the Defaults for Your Projects

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Objective

To update the default settings for your company account's Procore project using the Project Settings links in the Company level Admin tool's sidebar. 

Background

The controls in the Project Settings page in the Company level Admin tool give you the ability to configure a variety of settings for your company account's Procore projects. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company Admin tool.

Steps

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings', click Defaults.
  3. Create custom fields for your Procore project as follows:
    1. Under Project Stages, type a name for the new project stage in the box provided. Then, click Add Stage to add it to the Project Stages list. See Add a Custom Project Stage.
    2. Under Project Types, type a name for the new project type in the box provided. Then, click Add Project Type to add it to the Project Types list. See Add a Custom Project Type.
    3. Under Departments, type a name for the new department in the box provided. Then click Add Department to add it to the Departments list. See Add a Custom Department.
    4. Under Project Groups, type a name for the new project group in the box provided. Then click Add Project Group to add it to the project groups list.  See Add a Custom Project Group.
    5. Under Tender Types, type a name for the new tender type in the box provided. Then click Add Tender Type to add it to the Tender Type Settings list. See Add a Custom Tender Type.
    6. Under Owner Types, type a name for the new owner type in the box provided. Then click Add Owner Type to add it to the Owner Type Settings list. To learn more, see Add Custom Owner Types.
    7. Under Regions, type a name for the new region in the box provided. Then click Add Region to add it to the Region Settings list. To learn more, see Add a Custom Project Region.
  4. Under 'Advanced Settings', select or clear the following checkboxes:

    • For New Projects, Show Line Items on Change Order PDFs. Place a mark in this checkbox, if you want Procore to automatically show line items of PDFs generated by the Change Orders tool (see Create a PDF of a Change Order). Note that for new projects, if the template project has this setting disabled, but the Company setting is enabled, the project template setting will be used for the new project.

    • Include Store Number and Designated Market Area. Place a mark in this checkbox, if desired. By default, the checkmark is cleared from this box.

    • Enable DocuSign: Mark this box to enable DocuSign on all of your company's projects (new and existing).
      Note: For new projects, if the template project has the DocuSign setting disabled (see Enable the DocuSign Integration) but the Company setting is enabled, the project template's DocuSign setting will be used for the new project. 
    • Prevent Overbilling on All Projects. Mark this checkbox if you want to prevent commitment line item overbilling on subcontractor progress claims.
       Note
  5. Click Save Changes.