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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

  • Required User Permission:
    • 'Admin' level permission 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 Add a Custom Bid Type
  Set the Default Company Bidding Configuration
Budget Create a Custom Reporting Budget View
  Delete a Budget View
  Edit an Existing Budget View
  Set up a New Budget View
Change Management Set the Default Change Management Configurations
Directory Create New Configurable Fieldsets
Daily Log Create New Configurable Fieldsets
Forms Create a Company Level Form Template
  Delete a Company Level Form Template
Incidents Create New Configurable Fieldsets
Meetings Configure Meeting Templates
  Create a Meeting Template
  Delete a Meeting Template
  Edit a Meeting Template
Observations  
  Configure Observation Fieldsets
  Create a Company Level Observation Template
  Add Custom Observation Types
  Delete Observation Types
  Edit Observation Types
Punch List  
  Create New Configurable Fieldsets
  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
RFIs Create New Configurable Fieldsets
Submittals Create Custom Submittal Log Statuses
  Create Custom Submittal Types
Tasks Add Task Categories
  Delete Task Categories
  Mark a Task Category as Inactive
Tax Codes Configure Tax Code Settings
Time Tracking Manage Time Tracking Settings

See Also

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