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Admin

Table of contents
  1. Add a how-to article to your user guide
  2. Add a reference article to your User Guide
  3. Company Level Admin
  4. Job Role
  5. Recent Changes
    1. Added New Costs Types Configuration Feature (8/9/2017)
    2. Renamed 'Contract Configuration' To 'Cost Types' In Company Admin Tool (6/28/2017)
    3. Restricted Logo Uploads For Procore (6/12/2017)
    4. Removed 'Custom' From Labels On Project Settings Page (5/30/2017)
    5. Moved Custom Fields from 'Company Settings' to 'Project Settings' Page (5/30/2017)
    6. Added an Office Logo Preview to the Company level Admin Tool (5/24/2017)
    7. Removed the 'Has Logo' Column from the 'Office Settings' Are in the Company level Admin Tool (5/24/2015)
    8. Added the Ability to Upload Office Logos (5/19/2017)
    9. Added Ability To Rename Or Add Divisions (5/11/2017)
    10. Add Custom Owner Types (5/4/2017)
    11. Updated Deletion of Trades in Company Admin Tool (5/3/2017)
    12. Create Meeting Templates for Use with the Meetings Tool (5/2/2017) 
    13. Added a New Region Settings Area in the Project Settings Page (4/14/2017)
    14. Updated Deletion Warning For Budget Templates (4/11/2017)
    15. New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017)
    16. Now Hiding Tool Content When Corresponding Tools Are Turned Off (3/5/2017)
    17. New 'Trigger Re-Acceptance Of Terms & Conditions For All Users' Checkbox (3/3/2017)
    18. Users with 'Admin' Level Permissions Can Configure SSO Settings (2/17/2017)
    19. Updated 'Budgeting Configuration' To Prevent Deletion Of Referenced Column (2/1/2017)
    20. Fixed 'Counts' Column On Budgeting Configuration Page (1/12/2017)
      1. Added 'Created By' Column To Budgeting Configuration Page In Company Admin Tool (1/8/2016)
    21. Observation Types Settings Page Hidden When Observations Tool Is Inactive (1/6/2017)
    22. Updated 'Budgeting Configuration' Page Link In Administrative Settings (1/4/2017)
  6. All Changes
    1. User Guide

Admin (Company Level)

Procore's Company level Admin tool is designed to be used by the limited number individuals within your enterprise who are responsible for managing the Procore application for your organization. With this tool, your company's designated Procore Administrators can configure a variety of preferences and settings to tailor Procore's construction management environment to suit your organization's business-specific needs, processes, and workflows. 

VIEW THE FEATURES
  • Define essential settings for the Procore solution.
  • Decide which Procore tools to show or hide at the Company level.
  • Add individual cost codes or import your existing codes from a CSV file to use on company-wide projects.
  • Configure a wide variety of system preferences for bidding, contract, change order, submittals, trades, and more. 

 

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  • This page provides links to support articles detailing the tasks that can be performed using the Com...

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    Last modified
    15:17, 21 Mar 2017

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