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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 right pane under 'Administrative Settings', 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. Create custom fields for Procore as follows:
    • Add a Custom Project Stage
      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.


       
    • Add a Custom Project Type
      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.


       
    • Add a Custom Department
      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.


       
    • Add a Custom Program
      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.


       
    • Add a Custom Bid Type
      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.

       
    • Add a Custom Owner Type
      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.

       
    • Add a Custom Project Region
      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
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Last modified
08:05, 21 Aug 2017

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