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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. Under 'Project Settings', click General
  3. In the project's Admin page, update project information as necessary.
    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, etc.).
    1. Update any of the following fields:

      project-admin-general.png
       
      • Project Name*. Enter or update the name of the project. This is a required field. 

      • Active Project? Mark the checkbox to indicate that the job is an active project in your company's Procore account. Clear the checkbox to place the project in the inactive status. See Activate or Deactivate a Project.

      • Job ID. Enter an ID number for your 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 project.

      • 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 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 job site. 

      • Country/State. Enter the country and state for the job site.

      • County. The system uses a third-party service to automatically determine the county name. 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 mark the Override checkbox to manually enter the correct County name. 

      • ZIP. Enter the ZIP code. You can enter the 5-digit  'Zip Code' format (e.g. 93013)  or 'Zip Code + 4' format (e.g. 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, mark the Override checkbox. 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 project. After the project has started, 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, mark the checkbox next to 'Override Imported Schedule Date' and then choose a date.

      • Projected Finish Date: This field is pulled from the last schedule task on the uploaded project schedule. If no schedule is uploaded, then you can manually update this field, or it will inherit the date of the "Estimated Completion Date" field. You can override this date 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 schedule to the project's Schedule tool (see Upload a Project Schedule File to Procore's Web Application), the dates from that schedule appear here. To override the uploaded schedule dates, mark the checkbox. 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 project.

    2. Update the General Project Settings as follows:

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

      • 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 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 for your project. These selections are created in 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 fields:

      advanced-project-settings.png
      • 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 to remove the logo. Once you remove the logo, it will default to Procore's logo until you upload a new logo.
        Note: This option will not appear if your project does not have a logo.

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

      • Prevent Overbilling on this Project. Mark the 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.

      • Enable Sub Jobs. Mark the checkbox to enable sub jobs for this project. See Enable Sub Jobs.

      • Use Tax Codes. Mark the checkbox 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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