Project Admin Tool
Create Your Project's Budget Code Structure
Project Level Admin
Important
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
| Action | None | Read Only | Standard | Admin | Notes |
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| Activate Budget Codes on a Project |
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| Add a Project to a Program |
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| Add and Remove Project Tools |
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| Add Custom Segments to the Project Budget Code Structure | |
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| Add Equipment | |
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| Add Segment Items to a Project |
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| Add Spec Sections to the Admin Tool | |
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| Add Sub Job Segment Items to a Project |
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| Add Tiered Locations to a Project |
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| Allow or Disallow Users to Create Locations within a Tool | |
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| Arrange the Project Budget Code Structure |
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| Assign an Office Location to a Project |
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| Assign a Project to a Different Program |
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| Assign Project Cost Codes to Sub Jobs | |
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| Change a Project's Status to Active or Inactive |
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| Change Your Project's Stage of Construction |
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| Change the Name of a Procore Project |
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| Change the Project Address |
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| Configure General Settings: Project Admin |
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| Configure Project Webhooks | |
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| Copy Company Cost Codes to a Project |
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| Copy Company Segments to a Project | |
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| Copy People From One Project to Another |
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| Create Your Project's Work Breakdown Structure | |
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| Deactivate Budget Codes on a Project |
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| Delete Tiered Location from a Project |
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| Delete Spec Sections from the Admin Tool | |
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| Delete Sub Jobs from a Project |
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| Delete Unused Segment Items from a Project |
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Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. | |
| Edit an Existing Budget View | |
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| Edit or Add General Project Information |
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| Edit Segment Items on a Project |
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Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool. Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes. |
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| Edit Spec Sections in the Admin Tool | |
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| Edit Sub Jobs on a Project |
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| Edit Tiered Locations |
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| Enable Classifications on a Project | |
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| Enable the DocuSign® Integration |
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| Enable the Labor Productivity Cost Features for Project Financials | |
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| Export Locations |
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| Export WBS Segments to CSV |
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| Extract Project Data Using Procore Extracts | |
You must also have Admin level permissions to the Project level tool you want to extract data from. | |||
| Filter Locations |
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You must also have access to view the item within the tool. | |
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| Generate and Print QR Codes for Locations |
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| Import Segment Items into your Project Level Admin Tool | |
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| Import Spec Sections to the Admin Tool | |
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| Manually Create Locations Hierarchy |
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| Rearrange the Tool's in the Project Toolbox |
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| Remove a Project from a Program |
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| Remove Segments from the Project Budget Code Structure | |
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| Request to Import Segment Items | |
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| Request a Multi-tiered Locations Import |
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| Search Locations | |
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| Set the Project Type |
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| Set Up a Labor Budget to Actual Report for the Timesheets Tool | |
The Project level Timesheets tool must also be enabled. 'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process. |
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| Set User Permissions for the Project Admin Tool | |
The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. | |||
| Upload a Project Logo |
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| View Item Locations |
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You must also have access to view the item within the tool. | |
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Users with Read Only or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission. | ||
| View Locations Heat Map |
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| View Project Insights | |