Add a Classification

Objective

To add or delete classification names from the Company level Admin tool.

Background

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Company level Admin tool.
• Additional Information:
  • To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?

Prerequisites

• To create and manage classifications, the following Procore  Resource Tracking tools under 'Resource Management' must be enabled:
  • Timesheets and Crews (See Add and Remove Project Tools)

Steps

1. Navigate to the Company level Admin tool.
2. Under 'Company Settings', click Classifications.
3. Complete the following:
   • Classifications: Enter a name for the new classification.
   • Class Code: Enter a wage code, class code, or craft code that matches the wage rates in your payroll system.
     
4. Click the Add  icon to add the new classification to the list.

    Notes

   • To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?
   • If you want to use your new classifications in the Timesheets, T&M Tickets, the Timecards section of the Daily Log, and the My Time mobile app, you can turn these classifications ON/OFF for your projects in the Project level Admin tool. See Enable Classifications on a Project.  
   • You will also need to enter classifications in your employee's Procore user accounts and your crew's worker records. See Add a User Account to the Company Directory,  Add a User Account to the Project Directory, and Add a Worker. 

Next Steps

• Configure Advanced Settings: Project Level Timesheets

See Also

• Enable Classifications on a Project
• Which fields in the Timesheets tool can be configured as required, optional, or hidden?