Manage Project Controls in Bulk
General Availability in Select Markets (United States)
Procore Pay 
is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors.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.