Manage Project Controls in Bulk
Objective
To manage Procore Pay features on Procore projects in bulk as a Payments Admin in the payor environment.
Background
On the Project Controls page, a Payments Admin can bulk enable or disable the Procore Pay features on your company's projects. This tool also lets you choose the bank account to use.
Things to Consider
- Required User Permissions
- Limitations:
- Procore Pay can only be enabled or disabled on 'Active' projects. See Change a Project's Status to Active or Inactive.
- The 'Pay' setting (Enabled or Disabled) is NOT copied over to new projects created from project templates. See What is a Project Template?
- Additional Information:
- The default 'Pay' setting is 'Disabled' on a new Procore project. See Create a New Project.
- When a Payments Admin deactivates an external bank account that has been assigned to one or more Procore projects, your company must use the steps below to set a new default account for those projects. See Deactivate External Bank Accounts.
Prerequisites
- A Procore project must be in the 'Active' status to appear in the Project list. See Change a Project's Status to Active or Inactive.
Steps
- Navigate to the Company level Payments tool.
- Click the Payments Settings
icon.
This opens the Payments Settings page. - Click Project Controls.
This opens the Projects Controls page.
- Optional. Start typing a project name in the Search box to narrow down the list of projects.
- In the table, select one or multiple projects:
- To select one or multiple projects, mark the checkbox(es) that correspond to the desired projects.
OR - To select all projects, mark the checkbox in the heading of the Project column.
- To select one or multiple projects, mark the checkbox(es) that correspond to the desired projects.
- Choose from these options to make a change in bulk:
- Edit Pay. Choose the Enabled or Disabled setting from the drop-down list.
-
Beta Edit Early Pay Program. Choose one of your company's Early Pay Programs. To learn more, see About Early Pay Programs.Note
Can I change the Apply Fee setting in bulk? No. Fee settings must be configured individually on each project. See Configure Procore Pay Fee Collection for a Procore Project.
Changes are saved automatically. A GREEN success banner confirms the action.