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Procore

Update General Project Information

Objective

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

Things to Consider

Steps

  1. Navigate to the project's Admin tool.
  2. Click the General page under Project Settings.
  3. Update project information in the following sections as appropriate. 
  4. Click Update to save the changes.
Project Information
  • Name*: Enter or update the name of the project. This is a required field. 

  • Estimated Value: Enter the estimated total value of the project. 

  • Estimated Start Date: Select the project's anticipated start date. 

  • Estimated End Date: Select the project's anticipated end date. 

  • Actual Start Date: This date is automatically filled in with the date that the project was created. However, you can select a different date.

  • Projected Finish Date: Select the date that the project finished.

  • Project Stage: Choose the stage your project is currently 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.

  • Project Type: Choose a project type from the drop-down menu. Project types can be added in the Company level Admin tool. See Create Custom Project Types.

  • Project Number: Enter a project number for your project.

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

  • Store Number: Enter a store number if applicable.

  • Description: Enter a description for your project. 

  • Active/Inactive: Click the toggle to the ON  position to set the project to Active, or click the toggle to the OFF  position to set the project to Inactive.

  • Logo: Upload or remove a project logo. The project logo will display in the upper-left corner of the project navigation bar as well as in PDF exports, reports, and project emails.
    Note: The file must be a JPG, PNG, or GIF file with dimensions of 200 x 70 pixels. The max file size is 3MB.

  • Photo: Upload or remove a project photo. The project photo can help identify your project on the Portfolio and Home pages.
    Note: The file must be a JPG, PNG, or GIF file with dimensions of 200 x 100 pixels. The max file size is 3MB.

Project Location
  • Country: Select the country for the project.

  • Timezone: Select the time zone for the project. This time zone will determine time stamps on items throughout the project.

  • Address: Enter the address of the project's job site.
    Note: 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 accuracy of the 'Project Weather' forecast on the Project Home page and Weather Log information in the Daily Log tool. 

  • City: Enter the city for the project.

  • State: Select the state for the project.

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

  • County: The county is automatically filled out based on the address. 
    Note: If the county determined is not accurate (which can happen if your project is located on or near a designated county line, or when the address is a remote location), you can enter the correct county manually.

  • Latitude/Longitude: If you want weather to be populated based on location coordinates, instead of the project address, enter the exact GPS coordinates of your job site. For more information, see Which weather providers are supported by Procore? and How do I determine the latitude/longitude values of an address?

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

  • Fax: Enter the fax number to receive faxes for the project.

  • Parent Job: Select the name of the parent project in Procore from the list.
    Note: 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?

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

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

  • Program: Choose a program to organize the project under. This will be reflected in your Programs tool. See Add a Custom Program.

  • Flag: Choose a project flag color you want to have appear next to this project in the Portfolio tab.
    Note: The flag does not have an impact on the project, and is for organizational purposes only. For example, you might want to flag all commercial projects as GREEN and all internal projects as RED.

  • Region: Select the region for your project. These selections are created in the company's Admin tool. See Add Project Regions.

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

  • Parent Project: 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?

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

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

  • Copy Directory From: Select one of the projects in your company's Procore account to copy the contacts from that project's Directory tool into your new project's Directory tool. 

  • Prevent Overbilling on this Project: Mark the checkbox if you want to prevent overbilling on invoices. 
    Note: If the 'Prevent Overbilling on All Projects' is enabled in the Company level Admin tool, this setting cannot be changed here for the project.

  • Non-Commitment Costs: Mark the checkbox if you want to show non-commitment costs. If enabled, 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 the checkbox if you want to use sub jobs to compartmentalize job costs within the project. See Enable Sub Jobs.

See Also

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