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Configure Tool Settings from the Company Admin Tool

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Objective

To perform configuration tasks using the options in the Tool Settings sidebar on the Company level Admin tool.

Background

The Tool Settings area in the Company level Admin tool's sidebar lets you configure a variety of options for the project tools being used with your company's Procore account. 

Things to Consider

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

Tasks

  1. Navigate to the Company level Admin tool.
    This reveals the Admin page.

  2. 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 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
      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
    Meetings Configure Meeting Templates
      Create a Meeting Template
      Delete a Meeting Template
      Edit a Meeting Template
    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
    My Time Create New Configurable Fieldsets
      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