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Add or Edit General Project Information


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

Things to Consider


  1. Navigate to the project's Admin tool. 
  2. Under Project Settings, click General
  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 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.

      • Job ID. Enter an ID number for your construction job/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. 

      • County. The system uses a third-party service to that uses the address entered to determine the county name. If the county determined by the service is not accurate (i.e., this might occur if your project is located on or near a designated county line or when the address is a remote location), you can place a checkmark in the Override box to manually enter the correct County name. 

      • 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.

      • Latitude/Longitude. Enter the exact coordinates for your job site. If your company's Procore account is configured to use the weatherunderground service and you want the service to calculate project weather using the latitude/longitude values, you can place a checkmark in the Override box. For more information, see Which weather providers are supported by Procore? and How do I determine the latitude/longitude values of an address?

      • Estimated Start Date*. Select the project's anticipated start date. Later, you can compare this date with the 'Actual Start Date.' 
        Note: The 'Actual Start Date' field will inherit the 'Estimated Start Date' value that you enter here, unless you upload a project schedule. See Upload a Project Schedule File to Procore's Web Application or Integrate a Microsoft Project Schedule using Procore Drive.


      • Estimated Completion Date. Set the estimated completion date for the construction project/job. Once the project has begun, you can compare this field against your actual finish date.

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

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

      • Actual Start Date. This reflects the date from the project's schedule upload. See Upload a Project Schedule File to Procore's Web Application. If you do NOT upload a schedule, it inherits the value that is entered in the 'Estimated Start Date' field.  If the 'Estimated Start Date' field is blank, the system uses the date the project was created. If you want to manually override this date, place a mark in the 'Override Imported Schedule Date' checkbox and then enter the desired value. 

      • 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 Date. 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?

      • Estimated Project Value. Set the estimated value for the construction project/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.

        Note: Your company’s contract with Procore might allow an unlimited number of projects in a 'Bidding' stage that are not counted towards your project cap. If your project cap has been reached, you will not be able to move any of your projects out of the bidding stage until you set an active project to inactive. See Why can't I create or activate Procore projects? Please contact your Procore point of contact for information on increases to the project cap.
      • 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.

      • Copy People From. Select one of the project's from your company's Procore account to copy the people from that project's Directory tool into your new project's Directory tool. 

    3. Update the project's Advanced Project Settings as follows:

      • 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. Note: If there is NO logo to remove, this will NOT appear. 

      • Enable DocuSign. Mark this checkbox to enable the Procore + DocuSign Integration. See DocuSign.

      • Prevent Overbilling on this Project. Place a mark in this checkbox to disable the 'Allow Over Billing' setting in the Configure Settings > Requisition Settings page of the project's Commitments tool. Note: This setting only affects requisitions (see Configure Settings: Commitments). It has no affect on payment applications.

      • Non-Commitment Costs. Mark this box to record costs for line items not associated with a Commitment using Change Events. A new cost column will appear on Change Event line items that can be used to record approved costs that are not associated with a Commitment or Commitment Change Order. This column will be available as a configurable column. 

      • Enable Sub Jobs. Mark this check box to enable sub jobs for this project. See Enable Sub Jobs.

      • Use Tax Codes. Mark this check box to enable tax codes for this project. The tax codes feature must be enabled at the company level in order to see this field. See How can I use tax codes on a project?.

  4. Click Update.
    This saves the new project settings. 

See Also

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