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Procore

Set the Project Type

Objective

To set the project type using the project's Admin tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
  • Complete the steps in Add a Custom Project Type.

Steps

  1. Navigate to the projects Admin tool. 
    This reveals the Admin page.
  2. Under 'Project Settings', make sure General is selected.
  3. Scroll to 'General Project Settings'. Then do the following:

See Also