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Add an Office Location

Objective

To add a list of office locations to your company's Procore account and then associate those offices with a project. 

Things to Consider

  • Required User Permission:
    • To add a company office location, 'Admin' level permission on the company's Admin tool.
      OR
    • To associate an company office location with a project, 'Admin' level permission on the project's Admin tool. 
  • Additional Information:
    • The information that you enter in the Steps below will appear in Procore's reports and most PDF files that your users export from Procore's project tools. 

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Scroll to Office Settings. 


     
  3. Click Add Office.
    This opens the 'Office for <Your Company Name>' window. 
  4. Complete the following:


     
    • Office Name*: Add the title of the office. This is a required field. Note: The office name cannot contain a single ('), double quote ("), or the word 'or'.
    • Division Visible on PDF. This field, if populated, will overwrite the company name that is visible on PDFs exported from Procore's Project tools. If your company categorizes its offices into divisions or branches, you can enter the name for the office here. For example, business divisions can used to signify specific regions (i.e., Northwest, Northeast, Southwest), construction types (i.e., Infrastructure, Residential, Commercial), or even specific subdivisions of a company. Note: The divison name cannot contain the word 'or'.
    • Phone: Type the main contact phone number associated with this office.
    • Fax: Type the main fax number associated with this office.
    • Address: Enter the number and street name for the office. 
    • City: Enter the city name. 
    • Country: Select the country from the drop-down menu.
    • State: Select the city from the drop-down menu.
    • ZIP: Enter the ZIP code. 
    • Office Logo: Click Add Office Logo and then select the desired logo file for the office. To learn more, see Upload an Office Logo.
  5. Click Create.
    A new office is created. Each new office is added as a line item to the table. There is no limit to the number of office locations that you can create within your company account. The office can now be assigned to a Procore project. See Assign an Office Location to a Project
  6. If your company has multiple office locations, designate the location that serves as your company's headquarters or home office by choosing the appropriate Corporate Office option button.

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Last modified
08:26, 5 Jun 2017

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