Skip to main content
Procore

Configure Advanced Settings: Company Admin

Objective

To configure the administrative settings, project settings, and tool settings for Procore using the Company level Admin tool. 

Background

The sidebar in the Company level Admin tool provides your company's Procore Administrator with the ability to manage a wide variety of configuration settings for your company's Procore account.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:

Available Settings

The settings in the Company level Admin tool's sidebar are organized into three (3) distinct groups:

Tool Settings

Under Tool Settings, click a link to perform the following tasks:

Tool Settings Click this link… To perform these tasks…
tool-settings.png Bidding Set the Default Company Bidding Configuration
Budget Set Up a Budget View for Custom Reporting
  Delete a Budget View
  Edit an Existing Budget View
  Set up a New Budget View
Change Management Set the Default Change Management Configurations
Contracts Update the Tool Settings for Contracts
  Create New Configurable Fieldsets
Correspondence Create a New Correspondence Type
  Edit a Correspondence Type
  Create New Configurable Fieldsets
  Create New Custom Fields
  Create Custom Sections
Daily Log Create New Configurable Fieldsets
  Create New Custom Fields
Directory Create New Configurable Fieldsets
Documents (Project Documents) Create New Configurable Fieldsets
  Create New Custom Fields
Drawings Create New Configurable Fieldsets
  Create New Custom Fields
Forms Create a Company Level Form Template
  Delete a Company Level Form Template
Incidents Create New Configurable Fieldsets
  Create New Custom Fields
  Add Custom Options for Incident Fields
  Edit Custom Options for Incident Fields
  Delete Custom Options for Incident Fields
  Configure Alerts and Severity for Incidents
Inspections Create New Configurable Fieldsets
  Create New Custom Fields
  Configure Settings for Exporting Inspections as PDFs
Meetings Configure Meeting Templates
  Create a Meeting Template
  Delete a Meeting Template
  Edit a Meeting Template
T&M Tickets Create New Configurable Fieldsets
Observations Add Company Level Observation Types
  Delete Observation Types
  Edit Observation Types
  Create a Company Level Observation Template
  Create New Configurable Fieldsets
  Create New Custom Fields
Punch List Create a Company Level Punch Item Template
  Delete a Company Level Punch Item Template
  Create a Quick Punch Category at the Company Level
  Delete a Quick Punch Category at the Company Level
  Edit a Quick Punch Category at the Company Level
  Create New Configurable Fieldsets
  Create New Custom Fields
RFIs Create New Configurable Fieldsets
  Create New Custom Fields
  Create Custom Sections
Specifications Create New Configurable Fieldsets
  Create New Custom Fields
Submittals Create Custom Submittal Log Statuses
  Create Custom Submittal Types
  Create New Configurable Fieldsets
  Create Custom Sections
  Create New Custom Fields
My Time Create New Configurable Fieldsets
T&M Tickets Create New Configurable Fieldsets
  Create New Custom Fields
Tasks Add Task Categories
  Delete Task Categories
  Mark a Task Category as Inactive
Tax Codes Configure Tax Code Settings

See Also