Configure Advanced Settings: Company Admin

Objective

To configure the administrative settings, project settings, and tool settings for Procore using the Company level Admin tool.

Background

The sidebar in the Company level Admin tool provides your company's Procore Administrator with the ability to manage a wide variety of configuration settings for your company's Procore account.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

  • Additional Information:

Available Settings

The settings in the Company level Admin tool's sidebar are organized into three (3) distinct groups:

  • Company Settings

  • Project Settings

  • Tool Settings

Company Settings

Under Company Settings, click a link to perform the following tasks:

Company Settings

Click this link…

To perform these tasks…

admin-company-settings.png

Account Information

View Account Information

App Management

Manage Apps

Certification Analytics

View Certification Analytics

Classifications

Add a Classification

Expense Allocations

Create a New Expense Allocation

General Settings

Add an Office Location

Enable Participation in Procore User Surveys

Enable Avatars

Delete an Office Location

Edit an Office Location

Remove an Office Logo

Configure Your Company Settings

Update the Employer Identification Number for Your Company's Procore Account

Upload a Company Logo

Upload an Office Logo

Root Cause Analysis

Add Root Cause Analysis Fields

Edit Root Cause Analysis Fields

Delete Root Cause Analysis Fields

Service Accounts

Create a Service Account

Delete a Service Account

Modify a Service Account

Reset the Client Secret for a Service Account

Single Sign On Configuration

Configure Single Sign On in the Company Admin Tool

Trades

Add a Custom Trade

Unit of Measure Master List

Add a Unit of Measure to the Unit of Measure Master List

Webhooks

Configure Company Webhooks

Work Breakdown Structure To learn more, see the Company Administration Guide

Create Your Company's Work Breakdown Structure

Project Settings

Under Project Settings, click a link to perform the following tasks:

Project Settings

Click this link…

To perform these tasks…

company-admin-project-settings.png

Dates

Add New Project Dates

Defaults

Set the Defaults for Your Projects

Add a Custom Project Stage

Add a Custom Project Type

Add a Custom Department

Add a Custom Program

Delete a Program

Add a Custom Bid Type

Add a Custom Owner Type

Add a Custom Project Region

Enable the DocuSign Integration in Your Company's Account

Fieldset

Create a Project Fieldset

Create New Custom Fields

Create Custom Sections

Roles

Add a Custom Project Role

Tool Settings

Under Tool Settings, click a link to perform the following tasks:

Tool Settings

Click this link…

To perform these tasks…

company-admin-tool-settings.png

Bidding

Set the Default Company Bidding Configuration

Budget

Set Up a Budget View for Custom Reporting

Delete a Budget View

Edit an Existing Budget View

Set up a New Budget View

Change Management

Set the Default Change Management Configurations

Create New Configurable Fieldsets

Create Custom Sections

Create New Custom Fields

Contracts & Change Orders

Update the Tool Settings for Contracts

Create New Configurable Fieldsets

Create New Custom Fields

Create Custom Sections

Correspondence

Create a New Correspondence Type

Add a Template Correspondence Type

Edit a Correspondence Type

Create New Configurable Fieldsets

Create New Custom Fields

Create Custom Sections

Daily Log

Create New Configurable Fieldsets

Create New Custom Fields

Directory

Create New Configurable Fieldsets

Documents (Project Documents)

Create New Configurable Fieldsets

Create New Custom Fields

Drawings

Create New Configurable Fieldsets

Create New Custom Fields

Forms

Create a Company Level Form Template

Delete a Company Level Form Template

Incidents

Create New Configurable Fieldsets

Create New Custom Fields

Add Custom Options for Incident Fields

Edit Custom Options for Incident Fields

Delete Custom Options for Incident Fields

Configure Alerts and Severity for Incidents

Inspections

Create New Configurable Fieldsets

Create New Custom Fields

Configure Settings for Exporting Inspections as PDFs

Meetings

Configure Meeting Templates

Create a Meeting Template

Delete a Meeting Template

Edit a Meeting Template

Observations

Add Company Level Observation Types

Delete Observation Types

Edit Observation Types

Create a Company Level Observation Template

Create New Configurable Fieldsets

Create New Custom Fields

Punch List

Create a Company Level Punch Item Template

Delete a Company Level Punch Item Template

Create a Punch Item Template Category at the Company Level

Delete a Punch Item Template Category at the Company Level

Edit a Punch Item Template Category at the Company Level

Create New Configurable Fieldsets

Create New Custom Fields

RFIs

Create New Configurable Fieldsets

Create New Custom Fields

Create Custom Sections

Specifications

Create New Configurable Fieldsets

Create New Custom Fields

Submittals

Create Custom Submittal Log Statuses

Create Custom Submittal Types

Create New Configurable Fieldsets

Create Custom Sections

Create New Custom Fields

My Time

Create New Configurable Fieldsets

Create New Custom Fields

T&M Tickets

Create New Configurable Fieldsets

Create New Custom Fields

Tasks

Add Task Categories

Delete Task Categories

Mark a Task Category as Inactive

Tax Codes

Configure Tax Code Settings

Timesheets

Create New Configurable Fieldsets

Create New Custom Fields