To configure settings for the project's Admin tool.
The options in the Project Settings menu give you the ability to configure a variety of advanced settings for a project.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Project level Admin tool.
To learn about your options, click a link below:
Configure Project Settings
Under Project Settings, click a link to perform the following tasks:
|Project Settings||Click this link...||To perform these tasks...|
|Active Tools||Add and Remove Project Tools|
|Work Breakdown Structure 1||Create Your Project's Work Breakdown Structure|
|Working Days||Set Project Working Days|
|Spec Sections 2|
|Classifications||Enable Classifications on a Project|
|Webhooks||Configure Project Webhooks|
|Unit Quantity Based Budget||Set Up a Labor Budget to Actual Report|
1 Cost code, cost type, and the optional sub job segment are part of Procore's Work Breakdown Structure. For the 'Sub Jobs' segment to appear, your company's Procore Administrator must enable the sub job feature. See Enable Sub Jobs on Projects for WBS.
2 The 'Spec Sections' link only appears when the Project level Specifications tool is NOT an active tool on the project.
To learn about the options in the Tool Configuration menu, see the links below:
Note: These options only appear if the corresponding tool is active on the project. See Add and Remove Project Tools
|Tool Configuration||Click this link...||To perform these tasks...|
|Home||Update the Project Home Settings|
|Emails||Configure Advanced Settings: Emails|
|Bidding||Configure Advanced Settings: Bidding|
|Punch List||Configure Advanced Settings: Punch List|
|Documents||Configure Advanced Settings: Project Documents|
- Click the Configure Settings icon.
Note: The Permissions Table page automatically opens.
- Set the user's access permission level for the tool by clicking the icon in the desired column so a GREEN checkmark appears:
The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?
Icon Color Definition GREEN The user has been granted this access permission level to the tool. RED The user has NOT been granted this access permission to the tool. GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permissions template?). To change the user's access permission level, see Manage Project Permissions Templates.