Configure Settings: Project Admin
Objective
To configure settings for the project's Admin tool.
Background
The options in the Project Settings menu give you the ability to configure a variety of advanced settings for a project.
Things to Consider
Required User Permissions:
'Admin' level permissions on the Project level Admin tool.
ORFor many actions, 'Read Only' or Standard' permissions on the Project level Admin tool, AND one or more granular permissions. See Grant Granular Permissions in a Project Permissions Template for more information.
Steps
To learn about your options, click a link below:
Configure Project Settings
Tool Configuration
Permissions
Configure Project Settings
Under Project Settings, click a link to perform the following tasks:
Project Settings | Click this link... | To perform these tasks... |
|---|---|---|
| General | Update General Project Information Enable ERP Job Cost Transaction Syncing on a Procore Project |
Active Tools | ||
Work Breakdown Structure 1 | ||
Working Days | ||
Locations | Add Tiered Locations to a Project Edit Tiered Locations Delete Tiered Locations | |
Spec Sections 2 | Add Spec Sections to the Admin Tool Import Spec Sections to the Admin Tool Edit Spec Sections in the Admin Tool Delete Spec Sections from the Admin Tool | |
Locations | Add Tiered Locations to a Project Edit Tiered Locations Delete Tiered Locations from a Project | |
Classifications | ||
Equipment | ||
Webhooks | ||
Unit Quantity Based Budget |
1 Cost code, cost type, and the optional sub job segment are part of Procore's Work Breakdown Structure. For the 'Sub Jobs' segment to appear, your company's Procore Administrator must enable the sub job feature. See Enable Sub Jobs on Projects for WBS.
2 The 'Spec Sections' link only appears when the Project level Specifications tool is NOT an active tool on the project.
Tool Configuration
To learn about the options in the Tool Configuration menu, see the links below:
Note: These options only appear if the corresponding tool is active on the project. See Add and Remove Project Tools
Tool Configuration | Click this link... | To perform these tasks... |
|---|---|---|
| Home | |
Emails | ||
Bidding | ||
Punch List | ||
Documents |
Permissions
Click the Configure Settings
icon.
Note: The Permissions Table page automatically opens.Set the user's access permission level for the tool by clicking the icon in the desired column so a GREEN checkmark appears:
The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?
Icon
Color
Definition
GREEN
The user has been granted this access permission level to the tool.
RED
The user has NOT been granted this access permission to the tool.
GREY
The user is either a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.