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Configure Your Company's Default Project Settings

Objective

To configure the default project settings in the Company level Admin tool. 

Background

The Admin tool's 'Project Settings' area lets you configure a few project defaults. 

Things to Consider

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

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. In the 'Administrative Settings' menu, click Project Settings
    This reveals the Project Settings page. 
  3. Under 'Default Project Settings', do the following:

    • 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. By default, the mark is cleared from this checkbox 
    • Include Store Number and Designated Market Area. Place a mark in this checkbox, if desired. By default, the mark is cleared from this checkbox 
  4. Click Save Changes
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Last modified
10:34, 6 Mar 2017

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