Company Admin Tool
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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
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Project Settings
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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OUTDATED VIDEOS - Removed from Support Site and Certifications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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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.
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- How do I track non-commitment costs on a change event?
- How will configured fieldsets affect my existing projects?
- What are 'cost types' and how does our ERP integration support them?
- What are 'production quantities'?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are Procore's standard budget views?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
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- What are the default fieldset configurations for Procore's 'General Correspondence' template correspondence type?
- What are the default fieldset configurations for Procore's 'Lessons Learned' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters of Intent' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters' template correspondence type?
- What are the default fieldset configurations for Procore's 'Material Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Mitigation Plan' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice of Delay' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice to Proceed' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notification of Backcharge' template correspondence type?
- What are the default fieldset configurations for Procore's 'Permit Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Project Request' template correspondence type?
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- What are the default fieldset configurations for Procore's 'Site Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?
- What are the default project stages in Procore?
- What custom segments should we create for our company's Work Breakdown Structure?
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- What field types are available for Custom Fields in Procore Tools?
- What fieldset configurations are recommended for configurable fieldsets?
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- Which fields in the Directory tool can be configured as required, optional, or hidden?
- Which fields in the Documents tool can be configured as required, optional, or hidden?
- Which fields in the Drawings tool can be configured as required, optional, or hidden?
- Which fields in the Incidents tool can be configured as required, optional, or hidden?
- Which fields in the Inspections tool can be configured as required, optional, or hidden?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?
- Which fields in the My Time tool can be configured as required, optional, or hidden?
- Which fields in the Observations tool can be configured as required, optional, or hidden?
- Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
- Which fields in the Punch List tool can be configured as required, optional, or hidden?
- Which fields in the RFIs tool can be configured as required, optional, or hidden?
- Which fields in the Specifications tool can be configured as required, optional, or hidden?
- Which fields in the Submittals tool can be configured as required, optional, or hidden?
- Which fields in the T&M Tickets tool can be configured as required, optional, or hidden?
- Which fields in the Timesheets tool can be configured as required, optional, or hidden?
- Which fields on the create or update project page can be configured as required, optional, or hidden?
- Which logos appear on PDF exports in Procore?
- Which units of measure are included on Procore's master list?
- Who can manage compliance on commitments with Procore Pay? (Beta)
- Why are the weather conditions not showing on my Daily Log weather log?
- Why can't I create WBS custom segments?
- Why can't I create or activate Procore projects?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I see one of my users in Certification Analytics?
- Why is my Certification Analytics page blank?
Create Your Company's Budget Code Structure
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.
Users can take the action with this permission level.
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.
Below are the notable changes to the Company level Admin tool.
Recent Changes
Improved Experience when Editing Configurable Fieldsets (11/13/2024)
Procore has improved the Fieldset edit page across all tools supporting fieldsets, providing better context and visibility for how to take actions when creating or editing fieldset. See Create New Configurable Fieldset or Edit Configurable Fieldsets.
Custom Field Count Banner (09/12/2024)
Fieldsets now show a blue banner at the top of the fieldset indicating how many custom fields are available to use. If you add the maximum amount of custom fields, the banner turns yellow. As you add fields, the count will go up. Note: Different tools allow for different numbers of custom fields. See Create a New Configurable Fieldset.
references update to action plans (09/03/2024)
When creating an Action Plan template at the company level, the references action button is now "Add Document". This update will help improve the organization of Action Plan references while also allowing increased documentation storage. See Create a Company Level Action Plan Template.
Updates to Creating Configurable Fieldsets (08/21/2024)
You can now use a single button to create configurable fieldsets for all field types for a Procore tool. See Create New Configurable Fieldsets and Create Project Fieldset.
Manage Compliance Templates for Procore Pay on new Procore Projects (08/06/2024)
Compliance Templates for Procore Pay are now available in the United States. Company Admins can now ensure their custom compliance templates are copied to new Procore projects at project creation. Using the standard project templates in Procore, Admins can assign compliance templates settings to multiple project templates, offering flexibility beyond a single default for all projects. Admins can also change the compliance template assignments on project templates as needed. For details, see What gets copied over to a new project when applying a project template? and About Compliance Templates with Procore Pay.
Closed Beta: Disable Daily Log Types Across all Projects (07/11/2024)
New ‘Types’ view within the Daily Log settings in the company Admin tool allows company admins to disable log types, making them unavailable across all projects. This setting offers companies more control over their processes by aligning project teams' use of log types across all projects. See Disable Daily Log Types for All Projects.
Monthly Sandbox Opt-in (06/28/2024)
Companies can now choose whether to enable a Monthly Sandbox Environment. Previously, all company accounts were opted in to Monthly Sandbox access by default. Now, unless a Monthly Sandbox is already in use by your company, your company will be opted out by default. You can opt in to the Monthly Sandbox from the Company level Admin tool. See What is the Monthly Sandbox Environment? and Configure Your Company Settings.
View Labor Productivity Tracking with Flexible Work Breakdown Structure (06/17/2024)
You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report at the right level of granularity, for an enhanced real time labor productivity cost Budget View. See the Field Productivity and Project Financials: Setup Guide.
View Project Connections (05/21/2024)
In the company's Admin tool, you can see which of your company's projects are connected to other projects in Procore. You can search and filter to find specific connections. See View Connected Projects and Search and Filter Connected Projects.
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 or more. 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 Settings, Configure 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.