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Add or Edit General Project Information

Objective

To add general project information using the project's Admin tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.
  • If your company has enabled the ERP Integrations tool:
    • If your company has enabled the ERP Integrations tool (see ERP Integrations (Company Level)) and you have synced data with a third-party accounting solution, a green ERP banner appears on the 'General Project Information' page to alert you that the project is integrated with an ERP system.

Step

  1. Navigate to the project's Admin tool. 
    This reveals the Admin page. 
  2. Under 'Project Settings', make sure General is selected. 
  3. Complete the data entry as follows:

    general project information 1.png
    • Project Name: Set the project name. This name will appear in Procore and Procore Drive, in emails sent from this project, in PDFs and CSVs exported from this project, and any other places that reference the project or logo.
    • Active Project? This means that the project is active and currently being worked on. Deactivating the project takes it off of your default view in the Portfolio tab. See Activate or Deactivate a Project for more information.
    • Project ID/Number: Enter the ID number for your project. This will appear in the drop-down menu when choosing a project, in the Portfolio, and in Procore Drive.
    • Project Description: Enter a description of the project. This will only be reflected here for informational purposes.
    • Square Feet: Enter the total square feet of your project. This will only be reflected here for informational purposes.
    • Job Phone: Enter the phone number of the primary contact phone number for the job site. This may be reflected in PDFs and more depending on settings and permissions.
    • Job Fax: Enter the fax number to receive faxes for the job site. This may be reflected in PDFs and more depending on settings and permissions.

      general project information.png
       
    • Address, City, Country/State, ZIP: Enter in the address of the job site. This address will be used to determine the weather on your Weather log on the Home tab and the Daily Log. 
    • Timezone: Choose the correct time zone for the project. This time zone will determine time stamps on items in the project.
    • Estimated Start Date: This field is fillable upon project creation. Once the project has begun, you can compare this field against your actual start date. The "Actual Start Date" field will inherit this values unless a project schedule is uploaded. 
    • Estimated Completion Date: This field is fillable upon project creation. This field is intended to be used to estimate the start and completion date on the project. Once the project has begun, you can compare this field against your actual finish date.
    • Actual Start Date: This field is pulled from the first schedule task on the uploaded project schedule. If no schedule is uploaded, then you are able to manually update this field, or it will be pulled from the "Estimated Start Date" field. You can override this date if necessary using the "Override imported schedule date" checkbox.
    • Projected Finish Date: This field is pulled from the last schedule task on the uploaded project schedule. If no schedule is uploaded, then you are able to manually update this field, or it will inherit the date of the "Estimated Completion Date" field. You can override this date if necessary using the "Override imported schedule date" checkbox. (Note: The "Actual Completion Date" can be found in the Prime Contract tool under "General Information." You will be able to set this date as part of your prime contract.) 
    • Override Imported Schedule Date: If this box is checked, it will allow you to edit the date field above it (Note the difference between checked and unchecked boxes above). The date you enter will override the start or end date on the Portfolio tab that was pulled from an uploaded schedule.


       
    • Project Stage: Choose the stage your project is in. Certain stages enable certain actions in Procore (e.g. Bidding in the Bidding stage.) See Add Custom Project Stages to Your Company to add custom stages.
    • Office: Choose the office that is managing this project.
    • Project Type: Choose a project type from the drop-down menu. These project types can be set in the Company level Admin tab. See Create Custom Project Types for more information.
    • Project Flag: Choose a color of a project flag you would like to appear next to this project in the Portfolio tab. This is purely for organizational purposes. (Note: For example, you may want to flag all commercial projects as green and all internal projects as red.)
    • Departments: Choose one or several departments of your company that are working on this project. This will be reflected in the Timecard tab, Directory, and more places throughout Procore depending on your settings. To set up departments, see this page
    • Program: Choose the program this project is considered under. This will be reflected in your Programs tab. To set new Programs, see this page.
    • Region. Select the region into which you want to classify your project. You can view projects by program with the Portfolio tool. These selections are created with the company's Admin tool. See Add Project Regions.

      advanced project settings.png
       
    • Upload Project Logo: Logos must not exceed 200x70 pixels, and the file size must not exceed 3 MB. You can only upload one logo. See Upload a Project Logo for more information.
    • Remove Logo: Click this to remove the logo. Once you remove the logo, it will default to Procore's logo until you upload a new logo.
  4. Click Update.
    The system saves the updated project settings. 

See Also

 

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Last modified
10:00, 20 Apr 2017

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