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Procore

Company Admin Tool

Procore's Company level Admin tool is designed to be used by the limited number of 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.

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Company Settings
Tool Settings
 Note
See Procore Imports for additional videos related to the Admin tool.
 Tip

To browse and search all Procore training videos, visit our video library.

Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Configure Tasks Settings in the Company Level Admin Tool
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Segment Items into the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
 

Admin - Create Punch Item Templates

 

Admin - Create Observation Templates

 

Admin - Create Meeting Templates

 

Specialty Contractor - Create a Form Template in the Company Level Admin Tool

 

Admin - Edit and Manage Configurable Fieldsets

 

Admin - Create New Configurable Fieldsets

 

Admin - Defaults

 

Admin - Import Cost Codes into the Admin Tool

 

Admin - Add Trades

 

Admin - Add Project Roles

 

Admin - Add Project Dates

 

Admin - Manage Company Settings

 

Admin - Manage Project Settings

 

Configure Work Breakdown Structure in the Project Level Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Locations into the Project Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Configure Tasks Settings in the Company Level Admin Tool
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Segment Items into the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
 

Admin - Create Punch Item Templates

 

Admin - Create Observation Templates

 

Admin - Create Meeting Templates

 

Specialty Contractor - Create a Form Template in the Company Level Admin Tool

 

Admin - Edit and Manage Configurable Fieldsets

 

Admin - Create New Configurable Fieldsets

 

Admin - Defaults

 

Admin - Import Cost Codes into the Admin Tool

 

Admin - Add Trades

 

Admin - Add Project Roles

 

Admin - Add Project Dates

 

Admin - Manage Company Settings

 

Admin - Manage Project Settings

 

Configure Work Breakdown Structure in the Project Level Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Locations into the Project Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Create Your Company's Budget Code Structure

diagram_admin_company-level_wbs.png

Company Level Admin

Learn which user permissions are required to take the described actions in this tool.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

Action None Read Only Standard Admin Notes
Add a Budget View for Real-Time Labor Costing       icon-mindtouch-table-check.png  
Add a Custom Department       icon-mindtouch-table-check.png  
Add a Custom Owner Type       icon-mindtouch-table-check.png  
Add a Custom Program       icon-mindtouch-table-check.png  
Add a Custom Project Region       icon-mindtouch-table-check.png  
Add a Custom Project Role       icon-mindtouch-table-check.png  
Add a Custom Project Stage       icon-mindtouch-table-check.png  
Add a Custom Project Type       icon-mindtouch-table-check.png  
Add a Custom Trade       icon-mindtouch-table-check.png  
Add a Project Type       icon-mindtouch-table-check.png  
Add a Template Correspondence Type       icon-mindtouch-table-check.png  
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png  
Add an Office       icon-mindtouch-table-check.png  
Add Company Cost Codes       icon-mindtouch-table-check.png  
Add Company Cost Types       icon-mindtouch-table-check.png  
Add Company Level Observation Types       icon-mindtouch-table-check.png  
Add Custom Segments       icon-mindtouch-table-check.png  
Add Employer Identification Number       icon-mindtouch-table-check.png  
Add Multiple Office Locations       icon-mindtouch-table-check.png  
Add New Project Dates       icon-mindtouch-table-check.png  
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Add Segment Items       icon-mindtouch-table-check.png  
Add Task Categories       icon-mindtouch-table-check.png  
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png  
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png  
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png  
Configure Company Webhooks       icon-mindtouch-table-check.png  
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png  
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png  
Create a Meeting Template       icon-mindtouch-table-check.png  
Create Custom Portfolio Reports       icon-mindtouch-table-check.png  
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png  
Create Custom Submittal Types       icon-mindtouch-table-check.png  
Create a New Expense Allocation       icon-mindtouch-table-check.png  
Create New Configurable Fieldsets       icon-mindtouch-table-check.png  
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Segment Items       icon-mindtouch-table-check.png  
Delete a Budget View       icon-mindtouch-table-check.png  
Delete a Custom Trade       icon-mindtouch-table-check.png  
Delete a Meeting Template       icon-mindtouch-table-check.png  
Delete a Program       icon-mindtouch-table-check.png  
Delete Company Office Locations       icon-mindtouch-table-check.png  
Delete Custom Segments       icon-mindtouch-table-check.png  
Delete Observation Types       icon-mindtouch-table-check.png  
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png  
Edit a Meeting Template       icon-mindtouch-table-check.png  
Edit an Existing Budget View        icon-mindtouch-table-check.png  
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png  
Edit Company Name       icon-mindtouch-table-check.png  
Edit Company Office Locations       icon-mindtouch-table-check.png  
Edit Configurable Fieldsets       icon-mindtouch-table-check.png  
Edit Custom Segment Settings       icon-mindtouch-table-check.png  
Edit Observation Types       icon-mindtouch-table-check.png  
Edit Program Information       icon-mindtouch-table-check.png  
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png  
Edit Segment Items       icon-mindtouch-table-check.png  
Enable Avatars       icon-mindtouch-table-check.png  
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png  
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png  
Enable Security Settings for Logins, Passwords, and Session Timeout Intervals       icon-mindtouch-table-check.png  
Enable Sub Jobs for WBS       icon-mindtouch-table-check.png  
Enable Terms and Conditions       icon-mindtouch-table-check.png  
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png  
Export Segments to CSV       icon-mindtouch-table-check.png  
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png  
Manage Apps       icon-mindtouch-table-check.png  
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png  
Reactivate Segment Items       icon-mindtouch-table-check.png  
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png  
Set up a New Budget View        icon-mindtouch-table-check.png  
Set Up the Procore Labor Productivity Cost Budget View        icon-mindtouch-table-check.png  
Set Default Change Order Configuration       icon-mindtouch-table-check.png  
Set Time Zone       icon-mindtouch-table-check.png  
Track Important Project Dates       icon-mindtouch-table-check.png  
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png  
Upload a Company Logo       icon-mindtouch-table-check.png  
View Account Information       icon-mindtouch-table-check.png  
View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png  

Below are the notable changes to the Company level Admin tool. 

Recent Changes

Assigning Fieldsets to Projects: Modal Performance & UI Improvements (05/20/2024)

A new modal is available when assigning fieldsets to projects. The new modal has a streamlined layout, clearer messaging, and loads more quickly, especially for companies with hundreds of projects. See Apply Configurable Fieldsets to Projects.

Copy a Configurable Fieldset (03/07/2024)

To save time configuring your fieldsets, you can copy a fieldset within a tool or a subset of a tool, as different project types may have different data collection requirements. See Copy a Configurable Fieldset.

Settings for Connection Manager Tool (02/21/2024)

The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection SettingsConfigure Advanced Settings: Connection Manager, and About Connectability.

UPDATED EXPERIENCE FOR CREATING AND MANAGING CUSTOM FIELDS (12/12/2023)

Procore has updated Custom Fields making them easier to find and manage. Load times for custom fields have improved and small changes have been added to make managing custom fields faster and more intuitive. Additionally, when using multi or single select field types, you can easily search and manage the available options. See Create New Custom Fields and Edit Custom Fields.

Update Your Settings to REceive Bid Invitations Through the Procore Construction Network (12/04/2023)

Paying Procore Accounts can now receive bid invitations through the Procore Construction Network. To update your company’s settings to receive bid invitations, see How can my company receive bid invitations through the Procore Construction Network?

Updated Estimating Settings (11/14/2023)

Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.

Make Bulk Edits to Items in Action Plan Templates (08/28/2023)

When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.

New Setting for Disabling Overdue Item Email Notifications During Weekends (04/06/2023)

In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.

Create Custom Fields for Daily Log equipment Log (03/06/2023)

Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Daily Log tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.

Custom Field Types and Sections for Inspections (02/08/2023)

When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location, and Date and Time. Additionally, Procore has added the ability to organize Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?

Orange Lock Icon Added to 'Super Private' Correspondence Types (01/24/2023)

Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.