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Account Setup


Tasks

 

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Configure Cost Codes 
If your company or project requires a unique cost code structure, you can import custom cost codes into your account. Some companies design their cost code structure to align with the CSI MasterFormat. Other companies decide to implement a cost code structure that is unique to their industry, organization, or project environment. Regardless of the structure, you will be able to upload a complete custom template to the "Account Set-up" Tab of Procore once you have been given access to your account. 

Note: This is a required step for all Procore accounts that are not leveraging an ERP accounting integration (e.g. Sage, QuickBooks, etc.).


 

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Configure User Permission Templates

Before you start inviting users into your Procore account, Procore will guide you through the configuration of Company level permission templates for common job roles (e.g. Superintendent, Project Manager, Subcontractor, etc.). A user's level of access within a Procore account is determined by their tool-specific permission levels (e.g. Read-only, Standard, Admin, None). Company level permission templates help you customize and enforce consistent levels of access for all types of project collaborators.

Note: You will complete this step in the "Account Set-up" Tab of Procore once you have been given access to your Procore account. 


 

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Complete ERP Questionnaire

If your company has purchased the ERP Integrations add-on, Procore will work with you to enable and configure the Company Level ERP Integrations tool. This tool gives your company the ability to seamlessly integrate the accounting data from a third-party Enterprise Resource Planning (ERP) tool with Procore (e.g. QuickBooks or Sage 300 CRE).


 

Install Procore Drive (PC only)

Procore Drive is a free, desktop software program that you can download and install on a computer running Windows 7 or newer. It's designed to give individuals a convenient method for uploading and downloading large sets of documents, emails, photos, and schedules to Procore.

   Download Procore Drive 


 

 

 

 

Install Procore for Mobile

When you're on the jobsite, the easiest way to access all of your project information is by using Procore's mobile application. Create RFIs, view and mark-up drawings, download documents, take progress photos, add punch items, and more. Actions can even be performed and saved in offline mode if no network connection is available.

AppleLogo_gray.png  Download Procore for iOS 

Android_robot_gray.png  Download Procore for Android 

Microsoft-Windows-logo.png  Download Procore for Windows 

 


Additional Client Resources


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Implementation Plan
Depending on the size of your business, you may also want to take a few minutes to review and complete the Implementation Plan. It helps further define your primary business objectives, user adoption goals, and lists which of your employees will serve on your internal Procore Implementation Team. Upon completion, please email it directly to your designated Procore Implementation Manager.


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Last modified
00:47, 5 May 2017

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