What settings are available for project tools in Procore?

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

Background

Procore offers two types of tools:

Company Level. There is only one of each of these tools, and they are only available at the Company level. Company level tools are made for tasks that are not project-specific, or to collate information from project tools across many projects.
Project Level. A copy of these tools is available in each of your individual projects. These tools are made for tasks that occur on many projects within your company's Procore account.

Configuration options for Project level tools are often available at both the Company level and Project level. Company level project tool configurations typically impact how a tool works across all of your company's projects, or are assignable to a subset of your projects. Project level configurations are typically specific to the project in which they're managed, and do not impact other projects in your company's Procore account.

Answer

The table below contains a list of all Project level Procore tools and the associated resources for their configuration settings at both the Company and Project level.

Project tool	company level settings	project level settings
Action Plans	Create a Company Level Action Plan Template Edit a Company Level Action Plan Template Create Action Plan Statuses Create Action Plan Types Create Action Plan Verification Methods Create New Configurable Fieldsets Which fields in the Action Plans tool can be configured as required, optional, or hidden? Create New Custom Fields Edit Custom Fields Delete a Company Level Action Plan Template Delete Action Plan Types Delete Action Plan Verification Methods	Configure Action Plans Notification Settings Create and Edit a Project Level Action Plan Template Delete a Project Level Action Plan Template Retrieve a Deleted Project Level Action Plan Template
Admin	Company Admin Tool	Project Admin Tool
Bidding	Add a Custom Bid Type Set the Default Company Bidding Configuration	Configure Advanced Settings: Bidding
Budget	Budget Views Set up a New Budget View Edit an Existing Budget View Delete a Budget View Add a Budget View for Real-Time Labor Costing Add a Job to Date Costs Column to a Budget View Budget Reports Set Up a Budget View for Custom Reporting Forecasting Views Set Up a New Forecasting View	Configure Settings: Budget
Change Management (Change Events and Change Orders)	Change Management (Change Events) Set the Default Change Management Configurations Create New Configurable Fieldsets Which fields in the Change Events tool can be configured as required, optional, or hidden? Create Custom Sections Create New Custom Fields Edit Custom Fields	Configuration Tasks: Change Events Configure Settings: Change Events Configuration Tasks: Change Orders Tool Enable the Change Orders Tool Configure Settings: Change Orders Configuration Tasks: Project Financials Tools Configure the Number of Change Order Tiers on a Project Financials Tool
Commitments	Update the Tool Settings for Contracts	Tool Level Settings Configure Settings: Commitments Configure the Default Privacy Settings for New Commitments Configure the Number of Commitment Change Order Tiers Individual Commitment Settings Change the Privacy Settings for a Commitment Edit the Advanced Settings Tab on a Commitment Custom Fields & Configurable Fieldsets Create New Custom Fields Create New Configurable Fieldsets
Connection Manager	N/A	Configure Advanced Settings: Connection Manager Configure Connection Approval Settings
Coordination Issues	N/A	Configure Advanced Settings: Coordination Issues
Correspondence	Add a Template Correspondence Type Create a New Correspondence Type Edit a Correspondence Type Which fields in the Correspondence tool can be configured as required, optional, or hidden?	Configure Advanced Settings: Correspondence
Crews	N/A	N/A
Daily Log	Create New Configurable Fieldsets Which fields in the Daily Log tool can be configured as required, optional, or hidden? Create New Custom Fields Disable Daily Log Types for All Projects Edit Custom Fields	Configure Advanced Settings: Daily Log
Direct Costs	N/A	Configure Settings: Direct Costs
Project Directory	Create New Configurable Fieldsets Which fields in the Directory tool can be configured as required, optional, or hidden?	Configure Advanced Settings: Project Directory
Project Documents	N/A	Configure Advanced Settings: Project Documents
Drawings	N/A	Configure Advanced Settings: Drawings Configure Default Drawing Disciplines
Emails	N/A
Estimating	Configure Default Estimating Settings	Configure Settings: Estimating
Forms	Create a Company Level Form Template Delete a Company Level Form Template	Configure Advanced Settings: Forms
Project Overview	N/A	N/A
Incidents	Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Incidents tool can be configured as required, optional, or hidden? Custom Field Options Add Custom Options for Incident Fields Edit Custom Options for Incident Fields Delete Custom Options for Incident Fields Configurable Alerts and Severity Configure Alerts and Severity for Incidents Root Cause Analysis (see Project Settings) Add Root Cause Analysis Fields Edit Root Cause Analysis Fields Delete Root Cause Analysis Fields	Configure Advanced Settings: Incidents
Inspections	Configure Settings for Exporting Inspections as PDFs Create New Configurable Fieldsets Create New Custom Fields	Configure Advanced Settings: Project Level Inspections
Instructions	N/A	Configure Advanced Settings: Instructions
Invoicing	N/A	Configure Settings: Invoicing Enable or Disable the Subcontractor SOV Tab on the Commitments Tool Enable the Payments Issued Tab for Invoicing Enable Sliding Scale Retention Rules on Subcontractor Invoices Manage Billing Periods
Meetings	Configure Meeting Templates Create a Meeting Template Delete a Meeting Template Edit a Meeting Template Manage PDF Configurations for Exported Meetings	Configure Advanced Settings: Meetings
Models	N/A	N/A
Observations	Types Add Company Level Observation Types Add Custom Translations to Observation Types Edit Observation Types Delete Observation Types Mark an Observation Type as Inactive Templates Create a Company Level Observation Template Delete a Company Level Observation Template Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Observations tool can be configured as required, optional, or hidden? Root Cause Analysis (see Project Settings) Add Root Cause Analysis Fields Delete Root Cause Analysis Fields	Configure Advanced Settings: Observations Create a Project Level Observation Template Deactivate an Observation Template on a Project Delete an Observation Template from a Project Edit Project Level Observation Types
Photos	N/A	Configure Advanced Settings: Photos
Prime Contract (also known as the 'Funding' tool)	N/A	Configuration Tasks Configure Settings: Prime Contracts Edit the Advanced Settings on a Prime Contract Enable Financial Markup on a Prime Contract Custom Fields & Configurable Fieldsets for Contracts Create New Custom Fields Create New Configurable Fieldsets
Punch List	Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Punch List tool can be configured as required, optional, or hidden? Templates Create a Company Level Punch Item Template Delete a Company Level Punch Item Template Categories Create a Punch Item Template Category at the Company Level Edit a Punch Item Template Category at the Company Level Delete a Punch Item Template Category at the Company Level	Configure Advanced Settings: Punch List Create a Project Level Punch Item Template Create a Punch Item Template Category at the Project Level Delete a Punch Item Template Category at the Project Level Delete a Punch Item Template from a Project Edit a Project Level Punch List Template Edit a Punch Item Template Category at the Project Level
Project Reports	N/A	Configure Advanced Settings: Project Reports
RFIs	Create New Configurable Fieldsets Which fields in the RFIs tool can be configured as required, optional, or hidden?	Configure Advanced Settings: RFIs Configure a Prefix and Starting Number for RFIs
Schedule	N/A	Configure Advanced Settings: Project Schedule
Specifications	N/A	Configure Advanced Settings: Specifications
Submittals	Create Custom Submittal Log Statuses Create Custom Submittal Types Create New Configurable Fieldsets Which fields in the Submittals tool can be configured as required, optional, or hidden? Create Custom Sections Create New Custom Fields Edit Custom Fields	Configure Settings: Submittals Tool Create Custom Submittal Log Statuses Create Custom Submittal Types Designate the 'Default Submittal Manager' for the Submittals Tool Manage Submittal Workflow Templates Manage Custom Submittal Responses Enable Submittal Schedule Calculations Customize the Column Display in the Submittals Tool Resize the Column Width in the Submittals Log
T&M Tickets	Create New Configurable Fieldsets Which fields in the T&M Tickets tool can be configured as required, optional, or hidden? Create New Custom Fields Edit Custom Fields	Configure Advanced Settings: T&M Tickets
Tasks	Add Task Categories Delete Task Categories	Configure Advanced Settings: Tasks
Timecards	N/A	Configure Advanced Settings: Timecard
Timesheets	Add a Classification Create New Configurable Fieldsets Create New Custom Fields Edit Custom Fields Enable or Disable Task Codes	Configure Advanced Settings: Project Level Timesheets
Transmittals	N/A	Configure Advanced Settings: Transmittals Customize the Column Display in the Transmittals Tool

Background

Answer

Project tool

company level settings

project level settings

See Also