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Admin: Multiple Enhancements to Company Admin Tool

This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: December 12, 2019  /  Feature Released: January 15, 2020


 

Updates to the Company Admin Tool

Procore has reorganized and renamed multiple settings in the sidebar of the Company level Admin tool for a more intuitive and consistent experience. In addition, a 'Fieldset' subsection has been added under 'Project Settings' to allow Company Admins to create a configurable fieldset to be used for projects. See What are configurable fieldsets and which Procore tools support them?

Details

Name Changes 
  • Section Titles: The 'Administrative Settings' section has been renamed to 'Company Settings'.
  • Subsection Titles: The 'Company Settings' subsection has been renamed to 'General Settings'. 

company-settings-admin-tab-layout.png

Relocated Subsections 

The following subsections have moved from the 'Project Settings' section to the 'Company Settings' section:

  • Classifications
  • Cost Codes
  • Cost Types
  • Root Cause Analysis
  • Trades
Create a Configurable Fieldset for the Create or Edit Project Page

A 'Fieldset' subsection has been added to the Company level Admin tool, which allows Company level Admins to configure certain project fields as required, optional, or hidden.

company-project-settings-admin-sidebar-layout.png

This will impact the fields available when creating or editing a project. See Create a Default Project Fieldset and Which fields on the project page can be configured as required, optional, or hidden?
Note: Only one fieldset can be created, and it will automatically be applied to all projects.

 

If you would like to ask questions or share any feedback, please contact support@procore.com.  

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