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Getting Started

Recommended Learning Path for Procore Administrators

To help streamline the setup process, it's recommended that your internal company administrator who is responsible for setting up your new Procore account follow the instructions outlined below. (Note: Procore Administrators must have 'Admin' permissions at both the Company and Project levels.)

Procore Implementation

For a detailed breakdown of each step during the implementation process, please see Procore Implementation Roadmap.


Company Level Configurations

Welcome to Procore! The following instructions are for the person(s) at your company that will serve as your company's Procore administrator (i.e. the person responsible for setting up and configuring your Procore account. 

General
  1. Set Your Company Settings
  2. Request a Cost Code Import
  3. Set Default Cost Types (Cost Types)
  4. Custom Forms
  5. Install Procore's Mobile Application (iOSAndroid, Windows)
  6. Install Procore Drive (PC only)

Project Level Configurations 

To learn about your tool-specific configuration options, see the links in the Tool Configuration Management table below and visit the User Permissions Matrix - Web.

Tool Configuration Management

Company Level

Project Level

 

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