Add a Custom Owner Type
Objective
To add custom owner types.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool.
- Additional Information:
- There is no limit to the number of owner types you can create.
- You cannot delete an owner type from this list when it is assigned to one (1) or more projects in your company's Procore account.
- The Steps below add selections to the 'Owner Type' drop-down lists to these areas in Procore:
- The Create New Project page in the company's Portfolio tool. See Add a New Project.
- The Project Home Settings page under Configure Settings on the project's Home page. See Update General Project Information.
Background
In the Company level Admin tool, you can create a list of the Owner Types on the Project Settings page. This allows your project administrators to specify the Owner Type on each project in your company's Procore account.
Steps
- Navigate to the Company level Admin tool.
- Under 'Project Settings,' click Defaults.
- Scroll to the 'Owner Types' section.
- Click Create.
- Enter a name for the Owner Type.
- Click Create.