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Procore

Configure Your Company's Default Project Settings

Objective

To configure the default project settings in the Company level Admin tool. 

Background

The Admin tool's 'Project Settings' area lets you configure a few project defaults. 

Things to Consider

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

Steps

  1. Navigate to the company's Admin tool.
    This reveals the Company Settings page.
  2. Click Project Settings
    This reveals the Project Settings page. 

    project-settings.png
     
  3. Under Default Project Settings, select or clear the following checkboxes:

    default-project-settings-1-12.png
    • For New Projects, Show Line Items on Change Order PDFs. Place a mark in this checkbox, if you want Procore to automatically show line items of PDFs generated by the Change Orders tool (see Create a PDF of a Change Order). Note that for new projects, if the template project has this setting disabled, but the Company setting is enabled, the project template setting will be used for the new project.

    • Include Store Number and Designated Market Area. Place a mark in this checkbox, if desired. By default, the checkmark is cleared from this box.

    • Enable DocuSign: Mark this box to enable DocuSign on all of your company's projects (new and existing).  Note that for new projects, if the template project has the DocuSign setting disabled (see Enable the DocuSign Integration) but the Company setting is enabled, the project template DocuSign setting will be used for the new project. 
    • Prevent Overbilling on All Projects.  Mark this box to prevent overbilling on all Requisitions (this does not apply to Payment Applications). If this is enabled, the project level overbilling settings can not be changed, and all Requisitions can not be overbilled. 
  4. Create custom fields for your Procore project's as follows:
    1. Project Stages
      • Under Project Stages, type a name for the new project stage in the box provided. Then, click Add Stage to add it to the Project Stages list. See Add a Custom Project Stage.


         
    2. Project Types
      Under Project Types, type a name for the new project type in the box provided. Then, click Add Project Type to add it to the Project Types list. See Add a Custom Project Type.


       
    3. Departments
      Under Departments, type a name for the new department in the box provided. Then click Add Department to add it to the Departments list. See Add a Custom Department.


       
    4. Programs
      Under Programs, type a name for the new program in the box provided. Then click Add Program to add it to the programs list.  See Add a Custom Program.


       
    5. Bid Type Settings
      User Bid Type Settings, type a name for the new bid type in the box provided. Then click Add Bid Type to add it to the Bid Type Settings list. See Add a Custom Bid Type.

       
    6. Owner Type Settings
      Under Owner Type, type a name for the new owner type in the box provided. Then click Add Owner Type to add it to the Owner Type Settings list. To learn more, see Add Custom Owner Types.

       
    7. Region Settings
      Under Region Settings, type a name for the new region in the box provided. Then click Add Region to add it to the Region Settings list. To learn more, see Add a Custom Project Region.

  5. Click Save Changes
    The system saves your updated settings.

See Also

 

 

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