Skip to main content
Procore

Set the Defaults for Your Projects

  1. Last updated
  2. Save as PDF

Objective

To update the default settings for your company account's Procore project using the Project Settings links in the Company level Admin tool's sidebar. 

Background

The controls in the Project Settings page in the Company level Admin tool give you the ability to configure a variety of settings for your company account's Procore projects. 

Things to Consider

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

SUPERUSER ONLY NOTE:

The Include Store Number and Designated Market Area checkbox was added to Procore for a single customer. Although it is visible in all company accounts, the default setting is to leave the checkbox blank. It is not used by other customers. It is, however, used in Procore reporting. To learn more, search for "Include Store Number and Designated Market Area" on Slack.

Steps

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings', click Defaults.
  3. Click Create in each section to create the following :
    1. Project Stages. See Add a Custom Project Stage.
    2. Project Types. See Add a Custom Project Type.
    3. Departments. See Add a Custom Department.
    4. Programs.  See Add a Custom Program.
    5. Bid Types. See Add a Custom Bid Type.
    6. Owner Types. See Add Custom Owner Types.
    7. Regions. To learn more, see Add a Custom Project Region.
  4. Under 'Advanced 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). 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: For new projects created from templates, the project template's Docusign setting will be used for the new project. 
    • Prevent Overbilling on All Projects. Mark this checkbox if you want to prevent commitment line item overbilling on subcontractor invoices.
       Note
  5. Click Save Changes.