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  • What fieldset configurations are recommended for configurable fieldsets?
    https://support.procore.com/faq/what-fieldset-configurations-are-recommended-for-configurable-fieldsets
    This page details what configurable fieldset configurations are recommended for companies managing less than $20M (USD) in annual construction volume.
  • Configure Project Settings from the Company Admin Tool
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/configure-project-settings-from-the-company-admin-tool
    How to perform configuration tasks using the options in the Project Settings area of the sidebar on the Company level Admin tool.
  • Edit Sub Jobs on a Project
    https://support.procore.com/products/online/user-guide/project-level/admin/tutorials/edit-sub-jobs-on-a-project
    How to edit sub jobs on a project.
  • Which fields in the Observations tool can be configured as required, optional, or hidden?
    https://support.procore.com/faq/which-fields-in-the-observations-tool-can-be-configured-as-required-optional-or-hidden
    This table lists the fields used in observation creation on the Observations tool that can be configured as required, optional, or hidden by Company Admins.
  • Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
    https://support.procore.com/products/online/user-guide/project-level/change-events/tutorials/add-cost-rom-rfq-and-non-commitment-source-columns-to-a-budget-view
    How to add a Cost ROM (Rough Order of Magnitude) and RFQ columns as source columns to your budget view.
  • Delete a Company Level Form Template
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-a-company-level-form-template
    How to delete a Company level form template.
  • Add Task Categories
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-task-categories
    How to add categories that can be assigned to project level task items.
  • Delete a Meeting Template
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-a-meeting-template
    How to delete a company level meeting template so it is no longer available for use with the project's Meetings tool.
  • Set Project Working Days
    https://support.procore.com/products/online/user-guide/project-level/admin/tutorials/set-project-working-days
    How to set the project's default working days used to calculate default due dates on new items.
  • Install an App from Procore
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/install-app-procore
    Step-by-step instructions for installing an App in a company from the Procore Marketplace.
  • Create a Punch Item Template Category at the Company Level
    https://support.procore.com/products/online/user-guide/company-level/admin/tutorials/create-a-punch-item-template-category-at-the-company-level
    How to create punch item template category at the Company level.