Tutorials
- (Beta) Configure Company Currency Settings
- Add a Custom Bid Type
- Add a Custom Project Region
- Add a Custom Project Type
- Add a Template Correspondence Type
- Add an Office Location
- Add Company Cost Codes
- Add Company Cost Types
- Add Custom Options for Incident Fields
- Add Custom Segments
- Add New Project Dates
- Add Root Cause Analysis Fields
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Allow User Installs
- Apply Configurable Fieldsets to Projects
- Arrange the Company Budget Code Structure
- Configure Administrative Settings: Company Admin
- Configure Alerts and Severity for Incidents
- Configure Default Estimating Settings
- Configure Default Views for Estimating
- Configure Service Account Permissions
- Configure Settings for Exporting Inspections as PDFs
- Configure Tax Code Settings
- Configure Tool Settings from the Company Admin Tool
- Configure Your Company Settings
- Copy a Configurable Fieldset
- Create a Bid Template Collection
- Create a Company Level Action Plan Template
- Create a Company Level Punch Item Template
- Create a New Expense Allocation
- Create a Non-Budgeted Source View
- Create Action Plan Statuses
- Create Action Plan Types
- Create an App Configuration and Apply it to Projects
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create New Custom Fields
- Create Project Fieldset
- Create Your Company's Default Work Breakdown Structure
- Deactivate Segment Items
- Delete a Company Level Action Plan Template
- Delete a Company Level Observation Template
- Delete a Custom Trade
- Delete a Punch Item Template Category at the Company Level
- Delete an App Configuration
- Delete Custom Options for Incident Fields
- Delete Root Cause Analysis Fields
- Delete Task Categories
- Edit an App Configuration
- Edit an Existing Budget View
- Edit an Office Location
- Edit Configurable Fieldsets
- Edit Custom Fields
- Edit Custom Segment Settings
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable Sub Jobs on Projects for WBS
- Enable the DocuSign® Integration on Your Company's Procore Account
- Install a Custom App
- Install an App from Procore
- Install an App from the Procore Marketplace
- Install an Embedded App
- Launch an Embedded App in a Company
- Manage App Install Requests
- Manage Company Information
- Manage Custom Statuses for Correspondence Types
- Manage Features With Procore Explore
- Manage PDF Configurations for Exported Meetings
- Mark a Task Category as Inactive
- Mark an Observation Type as Inactive
- Migrating Data Connection Apps to Use Developer Managed Service Accounts
- Remove a Permitted Project from a Data Connection App
- Remove an Executive Sponsor
- Remove Company Insurance
- Reset the Client Secret for a Service Account
- Search and Filter Connected Projects
- Set the Default Change Management Configurations
- Set the Defaults for Your Projects
- Set Up a Budget View for Custom Reporting
- Set up a New Budget View
- Set up Configurable Views for the Change Events Line Items View
- Set Up the Procore Labor Productivity Cost Budget View
- Update a Unit of Measure on the Unit of Measure Master List
- Update an Installed App
- Update the Employer Identification Number for Your Company's Procore Account
- Upload an Office Logo
- View API Request Metrics
- View Details on a Developer Managed Service Account
- View Information about an Installed App
- View Projects with App Configurations
- View the Certification Dashboard
- View the Company Cost Code Segment Settings