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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

  • Required User Permissions:
    • 'Admin' on the project's Admin tool.
      OR
      'Read Only' or higher permissions on the project's 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 (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.).
    • 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 (see ERP Integrations) 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's Admin tool.
  2. Under 'Project Settings', click General.
  3. Update project information in the following sections as appropriate.
    Note: An asterisk (*) below indicates a required field.
  4. Click Update to save the changes.
Project Information
  • Project Name*: Enter an updated name for the project if necessary.

  • Project Number: Enter or update the project number 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.

  • Description: Enter or update the description of your project.

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

  • 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.

  • Address: Enter the address of the project's job site.

  • City: Enter the city for the project.

  • Country/State: Select the country and state (if applicable) for the project.

  • County: The county is automatically filled out based on the address. 

  • 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).

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

  • Latitude/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?

  • Start Date*: This represents the date the project will start and also will be used to calculate construction volume. Select a new date if necessary.

  • Completion Date*: This represents the date the project will end and also will be used to calculate construction volume. Select a new date if necessary.

  • 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 is the actual date that the project started and is displayed on the Portfolio page. 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, it will inherit the value that is entered in the 'Estimated Start Date' field. If the 'Estimated Start Date' field is blank, it will inherit the date that the project was created. 
    Note: This date is automatically filled in with the date that the project was created. However, it can be changed manually. 

  • Projected Finish Date: This is the actual date that the project finished and also will be displayed on the Portfolio page. 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, it will inherit the value from the ‘Estimated End Date’ field. If there is no ‘Estimated End Date’, then nothing will display here unless manually entered.

  • 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).

  • Total Value*: This is the total value of the project.

General Project Settings
  • Stage: This represents 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.
  • 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.

  • 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.

  • 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.

  • 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.

  • 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 projects in your company's Procore account to copy the contacts from that project's Directory tool into your new project's Directory tool. 

Advanced Project Settings
  • Upload Project 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.

  • 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' 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?

  • COMING SOON 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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