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Add a Custom Project Region

Objective

To add a new region to your company account's Project Settings page in the company's Admin tool. 

Background

If you would like to be able to associate projects with geographic region, you can add a list of regions to Procore's Project Settings page in the company's Admin tool. You can also customize this list of regions to match your organization's unique business needs.

EXAMPLES

If your company is a US-based organization, you might want to create four (4) regions named:

  • Northwest
  • Midwest
  • South
  • West.

If your company is a global organization, you might want to create a global list of regions, such as:

  • Africa
  • East Asia and Pacific
  • Europe and Central Asia
  • Latin America and the Caribbean
  • Middle East and North Africa
  • South Asia

Things to Consider

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. In the right pane under 'Administrative Settings', click Project Settings.
    This reveals the Project Settings page. 
  3. Scroll to the Region Settings area. 
  4. In the box provided, type a name for the region. For example, type: West
    Note: There is no limit to the number of regions that you can create. 


     
  5.  Click Add Region.
    The system adds the new region to the Region Settings list. 
    Notes
    • To modify a region name at a later time, click Edit or double-click the region name. This places the region into edit mode so you can type over the existing entry.
      To delete a region, click the RED 'x' next to the region name. 


       
  6. Click Save Changes
    The system saves your changes. The regions you create here will affect new projects only. 
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Last modified
12:48, 21 Aug 2017

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