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Add Office Locations

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:
    • 'Admin' level permission to both the Company and Project level Admin tool.

Steps

Add Office Locations to a Company

  1. Navigate to the company's Admin tool.
    The Company Settings page appears by default. 
  2. Scroll to Office Settings, and click Add Office.
  3. Complete the following information:

    add office.png
    • Office Name*: Add the title of the office. This is a required field.
    • 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. 
    • Upload Office Logo: Click Choose File or drag-and-drop a file from your computer that will serve as the office logo. Office logos must not exceed 200x70 pixels. File size limit: 3.0 MB.
  4. 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. 
  5. Corporate Office: If you add multiple offices, click this button on the view page to denote which location is your company's corporate office. 
    (Note: If you want your company information to appear in headers and/or footers on different Procore reports and exported data fields, Procore recommends completing all of the fields in this page.)

Associate Office Locations to a Project

  1. Complete the steps in Add Office Locations to a Company.
  2. Navigate to the project's Admin tool.
    The General Project Information page appears. 
  3. Scroll down to the 'General Project Settings' section.
  4. Select the desired office for your project from the Office drop-down list.


     
  5. Click Update.
    This associates the selected office with the project, and the office logo will override the company logo that appears in the top left of the project in Procore. However, if you have uploaded a project logo, the project logo will override the office logo. The office logo will only appear on PDFs if your company has worked with Procore to build custom PDFs and you have specified that you would like to use the office logo.
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Last modified
09:31, 27 Feb 2017

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