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Company Admin Tool - Videos

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See Procore Imports for additional videos related to the Admin tool.
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Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Create New Custom Fields in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Custom Fields in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Configure Tasks Settings in the Company Level Admin Tool
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Segment Items into the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
 

Admin - Create Punch Item Templates

 

Admin - Create Observation Templates

 

Admin - Create Meeting Templates

 

Specialty Contractor - Create a Form Template in the Company Level Admin Tool

 

Admin - Edit and Manage Configurable Fieldsets

 

Admin - Create New Configurable Fieldsets

 

Admin - Defaults

 

Admin - Import Cost Codes into the Admin Tool

 

Admin - Add Trades

 

Admin - Add Project Roles

 

Admin - Add Project Dates

 

Admin - Manage Company Settings

 

Admin - Manage Project Settings

 

Configure Work Breakdown Structure in the Project Level Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Locations into the Project Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 
Manage General Settings in the Company Level Admin Tool
 
Add Project Dates to the Company Level Admin Tool
 
Add Project Roles to the Company Level Admin Tool
 
Add Trades to the Company Level Admin Tool
 
Set Up Defaults in the Company Level Admin Tool
 
Create New Configurable Fieldsets in the Company Level Admin Tool
 
Create New Custom Fields in the Company Level Admin Tool
 
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
 
Edit and Manage Custom Fields in the Company Level Admin Tool
 
Company Level Action Plan Configurations
 
Configure Tasks Settings in the Company Level Admin Tool
 
Set Up Configurable Budget Views in the Company Level Admin Tool
 
Set Up Work Breakdown Structure in the Company Level Admin Tool
 
Add a Correspondence Type to the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool
 
Create Company Level Action Plan Templates
 
Create Meeting Templates in the Company Level Admin Tool
 
Create Observation Templates in the Company Level Admin Tool
 
Create Punch Item Templates in the Company Level Admin Tool
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Segment Items into the Company Level Admin Tool
 
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
 

Admin - Create Punch Item Templates

 

Admin - Create Observation Templates

 

Admin - Create Meeting Templates

 

Specialty Contractor - Create a Form Template in the Company Level Admin Tool

 

Admin - Edit and Manage Configurable Fieldsets

 

Admin - Create New Configurable Fieldsets

 

Admin - Defaults

 

Admin - Import Cost Codes into the Admin Tool

 

Admin - Add Trades

 

Admin - Add Project Roles

 

Admin - Add Project Dates

 

Admin - Manage Company Settings

 

Admin - Manage Project Settings

 

Configure Work Breakdown Structure in the Project Level Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Admin - Import Locations into the Project Admin Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.