Admin (Project Level)
The Project level Admin tool is designed specifically for use by a select number of individuals at your enterprise who will be responsible for managing individual projects. With this tool, a project Admin can configure a variety of preferences and settings to tailor Procore's project environment to suit your specific project management needs.
How-to articles describe steps for completing an end-user task. To add a new how-to article, follow these steps:
Reference pages list essential facts about a feature or system. To add a new reference article, follow these steps:
See also Company Level: Admin.
The following table highlights which user permissions are required to perform the described user action.
|Activate a Project|
|Add a Project to a Program|
|Add a Sub Job|
|Add Multi-tiered Locations to a Project|
|Add or Remove a Project Level Tab|
|Add a Project Type to a Project|
|Add Spec Sections to the Admin Tool|
|Add Standard Cost Codes to a Synced Project|
|Allow or Disallow Users to Create Locations within a Tool|
|Assign a Project to a Different Program|
|Change Cost Code Description at the Project Level|
|Change Your Project's Name|
|Change Your Project's Stage of Construction|
|Configure Advanced Settings: Project Admin|
|Copy Contacts From One Project to Another|
|Copy Project Cost Codes to Another Project|
|Deactivate a Project|
|Delete Project Cost Codes|
|Delete Multi-tiered Locations|
|Delete Spec Sections from the Admin Tool|
|Edit and Add Project Cost Codes|
|Edit Multi-tiered Locations|
|Edit or Add General Project Information|
|Edit Spec Sections in the Admin Tool|
|Extract Project Information|
|Import Custom Cost Codes to a Project|
|Import Spec Sections to the Admin Tool|
|Print a QR Code for a Location|
|Refresh Cost Codes|
|Remove a Project Logo|
|Remove a Project from a Program|
|Request a Cost Code Import|
|Request a Multi-tiered Locations Import|
|Request to Copy Project Cost Codes to Another Project|
|Set User Permissions for the Project Admin Tool|
|Upload a Project Logo|
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Admin tool.
Updated the project's Admin tool so that when the project's Schedule tool is disabled, the Actual Start Date and Projected Finish Date are editable date fields. When the Schedule tool is enabled on a project, the Actual Start Date & Project Finish Date pull from the Schedule tool and each date can be edited by placing a checkmark in the corresponding Override Imported Schedule Date checkboxes.
Updated Procore to deploy minor cosmetic improvements to the 'Locations' drop-down list that appears in a variety of Procore tools (i.e., Commitments, Custom Tools, Daily Log, Inspections, Prime Contract, Punch List, RFIs, and Submittals). The Locations drop-down list provides users with the ability to specify locations and sublocations from the Admin tool's Location Manager. See Add Tiered Locations to a Project.
This page is blank right now. We are busy creating helpful content for this user guide. Come back soon.