1-866-477-6267 (toll-free)
Support Home > Customer Success > Procore Implementation Roadmap > Account Setup

Account Setup


Tasks

 

icon-Cost-Codes.png

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 unless you have purchased an ERP accounting integration other than QuickBooks (e.g. Dexter + Chaney Spectrum or Sage 300 CRE).


 

Import Users to the Company Directory

When implementing Procore in your environment, you'll want to create a Procore user account for all of your employees who will be using the application. If you have a large number of employees, the recommended way to add accounts is by importing your user data into Procore's Company Directory. To do this, you will first collect and format your data to the requirements specified in Procore's user import template. Then, after your data is confirmed to be formatted properly, your Procore point of contact will perform the import for you. For details about the process, see the link below:


 

icon-Permission_Templates.png

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. 


 

icon-ERP.png

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., Dexter + Chaney Spectrum, Quickbooks, and 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


Implementation-Plan-450.png

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.


Recommended Tasks

 


Next Phase

 

You must to post a comment.
Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.