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Procore

Set the Defaults for Your Projects

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 Permission:
    • 'Admin' level permission on the Company level Admin tool.

Steps

  1. Navigate to the Company Level Admin tool.
    This reveals the Admin page.
  2. Under "Project Settings," click Defaults.
  3. 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 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. 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. 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. 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. 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. Under 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. 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. 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.
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