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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

Available Settings

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

Company Settings

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

Company Settings Click this link… To perform these tasks…
admin-company-settings.png Account Information View Account Information
App Management Manage Apps
Certification Analytics View Certification Analytics
Classifications Add a Classification
Conversations Configure Access and Settings for the Conversations Tool
  Configure Access and Settings for the Conversations Tool
  Export Conversations Data
Expense Allocations Create a New Expense Allocation
General Settings Add an Office Location
  Enable Participation in Procore User Surveys
  Enable Avatars
  Delete an Office Location
  Edit an Office Location
  Remove an Office Logo
  Configure Your Company Settings
  Update the Employer Identification Number for Your Company's Procore Account
  Upload a Company Logo
  Upload an Office Logo

Beta  Procore Explore

Manage Features With Procore Explore
Root Cause Analysis Add Root Cause Analysis Fields
  Edit Root Cause Analysis Fields
  Delete Root Cause Analysis Fields
Security Settings Configure Custom SSO for Procore
  Multi-Factor Authentication (MFA)
  Manage Secure File Access for Your Procore Company Account
Service Accounts Create a Service Account
  Delete a Service Account
  Modify a Service Account
  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 Unit of Measure Master List
Webhooks Configure Company Webhooks
Work Breakdown Structure
To learn more, see the Company Administration Guide

Create Your Company's Work Breakdown Structure

Tool Settings

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

Tool Settings Click this link… To perform these tasks…
company-admin-tool-settings.png Action Plans View an Action Plan
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
  Set Up a New Forecasting View
  Create New Configurable Fieldsets
  Create New Custom Fields
Change Management Set the Default Change Management Configurations
  Create New Configurable Fieldsets
  Create Custom Sections
  Create New Custom Fields
Contracts & Change Orders Update the Tool Settings for Contracts
  Create New Configurable Fieldsets
  Create New Custom Fields
  Create Custom Sections
Correspondence Create a New Correspondence Type
  Add a Template 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
Invoicing Create New Custom Fields
  Create New Configurable Fieldsets
Meetings Configure Meeting Templates
  Create a Meeting Template
  Delete a Meeting Template
  Edit a Meeting Template
My Time Create New Configurable Fieldsets
  Create New Custom Fields
  Enable or Disable Task Codes
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 Punch Item Template Category at the Company Level
  Delete a Punch Item Template Category at the Company Level
  Edit a Punch Item Template 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
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
Timesheets Create New Configurable Fieldsets
  Create New Custom Fields

See Also