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Add or Edit General Project Information

Objective

To add general project information using the project's Admin tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.
  • If your company has enabled the ERP Integrations tool:
    • If your company has enabled the ERP Integrations tool (see ERP Integrations (Company Level)) and you have synced data with a third-party accounting solution, a green ERP banner appears on the 'General Project Information' page to alert you that the project is integrated with an ERP system.
  • Additional Information:

Steps

  1. Navigate to the project's Admin tool. 
    This reveals the Admin page. 
  2. Under 'Project Settings', make sure General is selected. 


     
  3. In the project's Admin page, complete the data entry as follows:
    Note: The project information that you enter in this page may appear in numerous locations throughout Procore (i.e., when accessing the project in Procore Web and Procore Drive, project-related emails sent from Procore, CSV and PDF files exported from the project's tools, and so on).
    1. Update the project's general information as follows:
      • Project Name*. Change the project name (if desired). This is a required field. 

      • Active Project? Place a checkmark in the box to indicate that the job is active project in your company's Procore account. Remove the checkmark to place the project in the inactive status. See Activate or Deactivate a Project.

      • Project ID/Number. Enter an ID number for your project.

      • Project Description. Enter a description for your project. 

      • Square Feet. Enter the total number square feet of your project. This will only be reflected here for informational purposes.

      • Job Phone. Enter the phone number of the primary contact phone number for the job site. 

      • Job Fax. Enter the fax number to receive faxes for the job site. 

      • Address. Enter the address of the project's job site. If your project has a different physical and post address, it is recommended that you enter the physical address of the job site. This ensures that the system Latitude/Longitude values are accurately calculated to the job site, which will improve the quality of your end user's experience when viewing the 'Project Weather' forecast on the Project Home page and Weather Log information in the Daily Log tool. 

      • City. Enter the city in which the job site resides. 

      • Country/State. Enter the country and state in which the job site resides. 

      • Country/State. Enter the country and state in which the job site resides. 

      • ZIP. Enter the ZIP code. You can enter the 5-digit  'Zip Code' format (i.e., 93013)  or 'Zip Code + 4' format (i.e., 93013-2931).

      • Timezone. Choose the correct time zone for the project. This time zone will determine time stamps on items in the project.

      • Estimated Start Date: Set the estimated project start date. After the project has begun, you can compare this field against your actual start date. The "Actual Start Date" field will inherit this value unless a project schedule is uploaded. See Upload a Project Schedule File to Procore's Web Application or Integrate a Microsoft Project Schedule using Procore Drive.

      • Estimated Start Date: Set the estimated project start date. After the project has begun, you can compare this field against your actual start date. The "Actual Start Date" field will inherit this value unless a project schedule is uploaded. See Upload a Project Schedule File to Procore's Web Application or Integrate a Microsoft Project Schedule using Procore Drive.

      • Warranty Start Date. Select the start date for the construction contract warranty.

      • Warranty End Date. Select the end date for the construction contract warranty.

      • Warranty End Date. Select the end date for the construction contract warranty.

      • Projected Finish Date: This field is pulled from the last schedule task on the uploaded project schedule. If no schedule is uploaded, then you are able to manually update this field, or it will inherit the date of the "Estimated Completion Date" field. You can override this date if necessary using the "Override imported schedule date" checkbox. (Note: The "Actual Completion Date" can be found in the Prime Contract tool under "General Information." You will be able to set this date as part of your prime contract.) 

      • Override Imported Schedule Dates. If you have uploaded a Project Schedule to Procore (see Upload a Project Schedule File to Procore's Web Application), the dates from that schedule appear here. To override the uploaded schedule dates, place a checkmark in the box. The dates are reflected in the Actual Start and/or Projected Finish dates that display in the Overview of the company's Portfolio tool (see Switch Between the Views in the Project List).

      • Parent Job. Select the name of the parent project in Procore from the list. In Procore, a parent job is a Procore project that has been designated as the 'parent' project for one or more related project(s) in Procore's Portfolio tool. To learn more, see What's the difference between a job, a parent job, and a sub job?

    2. Update the General Project Settings as follows:

      • Project Stage. Choose the stage your project is in. Certain stages enable certain actions in Procore (e.g. Bidding in the Bidding stage.) See Add Custom Project Stages to Your Company to add custom stages.

      • Office. Choose the office that is managing this project. See Add an Office Location.

      • Project Type.Choose a project type from the drop-down menu. These project types can be set in the Company level Admin tab. See Create Custom Project Types for more information.

      • Project Flag. Choose a color of a project flag you would like to appear next to this project in the Portfolio tab. This is purely for organizational purposes (Note: For example, you may want to flag all commercial projects as GREEN and all internal projects as RED). 

      • Departments. Choose one or several departments of your company that are working on this project. This will be reflected in the Timecard tab, Directory, and more places throughout Procore depending on your settings. See Add a Custom Department.

      • Program. Choose the program this project is considered under. This will be reflected in your Programs tab. See Add a Custom Program.

      • Bid Type. Select the bid type from the list. These selections are created with the company's Admin tool. See Add a Custom Bid Type.

      • Owner. Select the owner type from the list. These selections are created with the company's Admin tool. See Add a Custom Owner Type.

      • Region. Select the region into which you want to classify your project. You can view projects by program with the Portfolio tool. These selections are created with the company's Admin tool. See Add Project Regions.

      • Upload Project Logo. Logos must not exceed 200x70 pixels, and the file size must not exceed 3 MB. You can only upload one logo. See Upload a Project Logo for more information.

      • Remove Logo. Click this to remove the logo. Once you remove the logo, it will default to Procore's logo until you upload a new logo.

  4. Click Update.
    The system saves the updated project settings. 

See Also

 

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