1-866-477-6267 (toll-free)
Support Home > Products > Procore > Procore User Guide > Company Level > Admin > Tutorials > Configure Your Company's Default Project Settings

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. In the 'Administrative Settings' menu, click Project Settings
    This reveals the Project Settings page. 
  3. Under 'Default Project Settings', select or clear the following checkboxes:

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


     
  5. (Optional) 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 Custom Project Regions.


     
  6. (Optional) 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 Project Bid Types.


     
  7. Click Save Changes
You must to post a comment.
Last modified
10:41, 11 May 2017

Tags

Classifications

This page has no classifications.