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Configure the Administrative Settings for Procore

Objective

To configure the different settings in the 'Administrative Settings' menu of the Company level Admin tool. 

Background

If you are your company's Procore Administrator, you'll use the Company level Admin tool to configure the Procore application for your environment. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions to the company's Admin tool.
  • Prerequisites:
    Some of the links in the 'Administrative Settings' menu are only available when the following is true:
    • Change Event Configuration. For this link to be visible, Procore's PM Essentials tools must be enabled. If you have both the PM Essentials and Financial tools enabled, the link will read 'Change Management Configuration.' 
    • Change Management Configuration. For this link to be visible, Procore's PM Essentials and Financial tools must be enabled.
    • Contract Configuration. For this link to be visible, Procore's Financial tools must be enabled. 
      Note: If your company has enabled the ERP Integrations tool, see What are Standard Categories in the Contract Configuration page? for your integrated ERP system
    • Bidding Configuration. For this link to be visible, the Bidding tool must be an active on at least one (1) project in your company's Procore account. 
    • Budgeting Configuration. For this link to be visible, at least one (1) of the Financial tools must be enabled (i.e., Budget, Commitments, Change Orders, and Prime Contracts). 
    • Submittals Configuration. For this link to be visible, the Submittals tool must be an active on at least one (1) project in your company's Procore account. 
    • Punch Item Template Configuration. For this link to be visible, the Punch List tool must be active on at least one (1) project in your company's Procore account. 
    • Observation Types Configuration. For this link to be visible, the Observations tool must be active on at least one (1) project in your company's Procore account. 

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. In the 'Administrative Settings' menu, you have the following configuration options:


     
  3. Click a link below to learn about each configuration option: 
    Note: An asterisk (*) indicates that that link is visible by default to all Procore clients. Items not marked with an asterisk have additional requirements listed in Things to Consider above. 
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Last modified
12:36, 27 Feb 2017

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