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Procore

Update General Project Information

Objective

To update general project information using the Project level Admin tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Project level Admin tool.
      OR
      'Read Only' or higher permissions on the Project level Admin tool with the 'Manage General' granular permission enabled on your permission template.
  • Additional Information:
    • The project information entered on this page may appear in numerous locations throughout Procore including 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 others.
    • Weather data on the project's Home and Daily Log tools are determined by Latitude and Longitude coordinates entered on this page. See How do I determine the latitude and longitude values of an address? 
    • If your company has enabled the Company level ERP Integrations tool 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.

Steps

  1. Navigate to the Project level Admin tool.
  2. Under 'Project Settings', click General.
  3. Update project information in the following sections as appropriate.
    Note: An asterisk (*) in the sections below indicates a required field.
  4. Click Update to save the changes.

Project Information


  • Name*: Enter an updated name for the project if necessary.
  • Total Value*: This is the total amount of construction work performed, planned, or put in place during the project.
  • Start Date*: This represents the date the contract for the project was signed and also will be used to calculate construction volume. Select a new date if necessary.
  • Completion Date*: This represents the date all parties agree the project meets or must meet "substantial completion" and also will be used to calculate construction volume. Select a new date if necessary.
  • Actual Start Date: This represents the actual date that the project started and is displayed on the Portfolio page. Select a date from the calendar to manually update the 'Actual Start Date'.
    • Note:
      • If a schedule has been uploaded to the project's Schedule tool, this field will inherit the start date value from the uploaded schedule. See Upload a Project Schedule File to Procore's Web Application.
      • If no schedule has been uploaded, the field will inherit the value that is entered in the 'Start Date' field.
  • Projected Finish Date: This represents the actual date that the project finished and also will be displayed on the Portfolio page. Select a date from the calendar to manually update the 'Projected Finish Date'. 
    • Note
      • If a schedule has been uploaded to the project's Schedule tool, this field will inherit the last schedule task from the uploaded schedule.
      • If no schedule has been uploaded, the field will inherit the value from the ‘Completion Date’ field.
  • Stage: This represents the stage your project is currently in. Certain stages enable certain actions in Procore (for example, 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.
  • Type: This represents the type of project. Project types can be added in the Company level Admin tool. See Create Custom Project Types. Select a project type from the drop-down menu.
  • Project Number: Enter or update the project number for your project.
  • Square Feet: Enter or update the total number square feet of your project. This will only be reflected here for informational purposes.
  • Description: Enter or update the description of 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 will help identify your project on the company's Portfolio and the project's Home pages.
    Note: The file should have dimensions of 200 x 100 pixels, must not exceed the 3MB maximum, and must be saved in the GIF, JPG, or PNG file format.

Project Location

  • Country*: Select the country where the project is located.
  • 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.
  • City: Enter the city where the project is located.
  • State: Select the state where the project is located.
  • Zip: Enter the zip code for the project. You can enter the number in the 5-digit ZIP Code format (93013, for example) or in ZIP + 4 format (93013-2931, for example).
  • County: Enter the county where the project is located.
  • Latitude and Longitude: If you want weather to be populated for the project, 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 and longitude values of an address?
  • Phone: Enter the phone number of the primary contact for the job site. 
  • Fax: Enter the fax number where faxes should be sent for the project.

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: Select the program to classify your project under. ​These options are managed in the Company level Admin tool. See Add Programs.
    Note: You can view your projects by program using the Programs tool.
  • Flag: Choose a project flag color you want to have appear next to this project in the company's Portfolio tool.
    Note: The flag is used for your company's organizational purposes only and does not have any other impact on the project. For example, you can flag all commercial projects as GREEN and all internal projects as RED to easily identify them in your list of projects.
  • Region: Select the region for your project. These options are managed in the Company level Admin tool. See Add a Custom Project Region.
  • Bid Type: Select the bid type from the list. These selections are managed in the Company level Admin tool. See Add a Custom Bid Type.
  • Owner Type: Select the owner type from the list. These selections are managed in the Company level Admin tool. See Add a Custom Owner Type.
  • Parent Project: Select the name of the parent project in Procore from the drop-down 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 user and company information from that project's Directory into your current project's Directory tool. See Copy Directory From One Project to Another.
  • Quickbooks Customer: If your company has an equivalent QuickBooks® project for the project, enter the 'QB Customer Name' for the project exactly as it appears in your QuickBooks® account. This allows you to transfer time entries from Procore to QuickBooks®. See Transfer Procore Time Entries to QuickBooks® Desktop and Export Time Entries from Procore to Import into QuickBooks® Software.
  • Language-Country: Select the language you want the project to display in.
    Note: If 'None Selected' is chosen, the project's language will match the company's language for users that have not changed their user account's language in 'My Profile Settings'. See Can I change the language of my Company, Project, or User in Procore?
  • Prevent Overbilling on this Project: Place a mark in this checkbox if you want to prevent overbilling on invoices. 
    Note: If the 'Prevent Overbilling on All Projects' setting is enabled in the Company level Admin tool, this setting cannot be changed here for the project.
  • Non-Commitment Costs: Place a mark in this checkbox if you want to show non-commitment costs on change events. 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: Place a mark in this checkbox if you want to use sub jobs to compartmentalize job costs within the project. See Enable Sub Jobs.
  • Enable ERP Job Cost Transaction Syncing. If your company's Procore Administrator has enabled ERP job cost transaction syncing on the backend of Procore, place a mark in this checkbox if your company is using the Procore + Sage 300 CRE® integration. This gives your project team the ability to import job cost transactions from Sage 300 CRE® into a Procore budget. To learn more, see Enable ERP Job Cost Transaction Syncing on a Procore Project.
  • Test Project: Mark the checkbox if this project is being used for learning purposes only. It is important to note that marking a project as a 'Test Project' does not exclude it from your account’s Project Cap. See What is a Test Project?
  • Labor Productivity for Budget,  Change Events, and Change Orders. Place a checkmark in this box to enable several features in multiple tools that support the 'Procore Labor Productivity Cost' budget view. For details, see Enable the Labor Productivity Features for Project Financials.

See Also

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