Configure Administrative Settings: Company Admin

Background

Users with 'Admin' level permissions on the company's Admin tool can configure multiple options for the company's Procore account in the Administrative Settings area.

Things to Consider

Required User Permissions
Additional Information:
- To configure settings for a Procore project, see Configure Settings: Project Admin.

Available Settings

After navigating to the Company level Admin tool, administrators can configure company, project, and tool settings for Procore.

Company Settings

Under Company Settings, click a link to view the corresponding tutorial:

Account Information: View Account Information
App Management: Manage Apps
Certification Analytics: View the Certification Dashboard
Classifications: Add a Classification
Conversations: Configure Access and Settings for the Conversations Tool
Currency Settings: Configure Company Currency Settings
Expense Allocations: Create a New Expense Allocation
General Settings:
Procore Explore: Manage Features with Procore Explore
Root Cause Analysis: Add, Edit, or Delete Root Cause Analysis Fields
Security Settings: Manage Secure File Access for Your Company's Procore Account
Service Accounts: Create, Edit, or Delete a Service Account, or Reset the Client Secret for a Service Account
Single Sign On Configuration: Configure Single Sign-On in the Company Admin Tool
Trades: Add a Custom Trade
Unit of Measure Master List: Add a Unit of Measure to the Master List
Webhooks: Configure Company Webhooks
Work Breakdown Structure:
- Create Your Company's Default Work Breakdown Structure
- See Also Company Administration Guide: Work Breakdown Structure

Project Settings

Under Project Settings, click a link to view the corresponding tutorial:

Dates: Add New Project Dates
Defaults:
Fieldset: Create Configurable Fieldsets, Custom Sections, Custom Fields
Project Templates: Manage Project Templates
Roles: Add a Custom Project Role

Tool Settings

Under Tool Settings, click a link to view the corresponding tutorial:

Action Plans:
- Create a Company Level Action Plan Template
- Create Action Plan Statuses
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Bidding: Set the Default Company Bidding Configuration
Budget:
- Set Up, Edit, or Delete a Budget View
- Set Up a New Forecasting View
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Change Management:
- Set the Default Change Management Configurations
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Connection Manager: Configure Connection Approval Settings
Contextual Help: Manage Contextual Help Links
Contracts & Change Orders:
- Update the Tool Settings for Contracts & Change Orders
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Coordination Issues:
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Correspondence:
- Create a New Correspondence Type
- Add a Template Correspondence Type
- Edit a Correspondence Type
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Daily Log / Directory / Documents (Project) / Drawings: Create Configurable Fieldsets, Custom Sections, Custom Fields
Forms:
- Create, Delete, or Archive a Company Level Form Template
Incidents:
- Add, Edit or Delete Custom Options for Incident Fields
- Configure Alerts and Severity for Incidents
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Inspections:
- Create Configurable Fieldsets, Custom Sections, Custom Fields
- Configure Settings for Exporting Inspections as PDFs
Invoicing:
- Automated Commitment Invoice Numbering
- Create Configurable Fieldsets, Custom Sections, Custom Fields
Meetings: Configure, Create, Edit, and Delete a Meeting Template
My Time:
- Create Configurable Fieldsets, Custom Sections, Custom Fields
- Enable or Disable Task Codes
Observations: *
- Create Custom Observation Categories
- Add, Edit, or Delete Observation Types
- Create Company Level Observation Templates
- Create Configurable Fieldsets and Custom Fields
Punch List:
- Create, Edit, or Delete a Punch Item Template Category at the Company Level
- Create or Delete a Company Level Punch Item Template
- Create Configurable Fieldsets and Custom Fields
RFIs: Create Configurable Fieldsets, Custom Sections, Custom Fields
Specifications: Create Configurable Fieldsets and Custom Fields
Submittals:
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create Configurable Fieldsets, Custom Sections, Custom Fields
T&M Tickets: Create Configurable Fieldsets and Custom Fields
Tasks:
- Add and Delete Task Categories
- Mark a Task Category as Inactive
Tax Codes: Configure Tax Code Settings
Timesheets: Create Configurable Fieldsets and Custom Fields