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Procore

Assign an Office Location to a Project

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Objective

To assign an office location to a Procore project using the project's Admin tool. 

Background

When setting up your organization's Procore account, your company's Procore Administrator will typically create a list of all of your organization's office locations using the company's Admin tool (see Add an Office Location). Each office can then be associated with one (1) or more Procore projects. Typically, a project manager (or the person who is responsible for creating a Procore project) will assign an office location to a project when the project is first created (see Add a New Project). However, if you need to assign office location to a existing project or if you want to change an existing office assignment over the course of a project, a user with 'Admin' level permission to the project's Admin tool can follow the Steps below. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Admin tool.
      OR
    • 'Read Only' or 'Standard' permissions on the project's Admin tool with the 'Manage Locations' granular permission enabled on your permission template.
  • Prerequisite:
  • Additional Information:
    • If you want to delete an existing office location from the Office Settings list in the company's Admin tool (see Delete an Office Location), you will need to use the Steps below to change that office's assignment on all Procore project's to which that office has been assigned. 

Steps

  1. Navigate to the project's Admin tool. 
  2. Scroll to the 'Advanced' section.
  3. Select the office location you want to assign from the 'Office' drop-down menu.
    Note: The selections in this list are created by your company's Procore Administrator. See Add an Office Location.
  4. Click Save.
    This saves the project's new office assignment.

See Also