Manage Project Controls in Bulk

To manage Procore Pay features on Procore projects in bulk as a Payments Admin in the payor environment.

On the Project Controls page, a Payments Admin can bulk enable or disable the Procore Pay features on your company's projects. This tool also lets you choose the bank account to use.

• Required User Permissions

• Limitations:

  • Procore Pay can only be enabled or disabled on 'Active' projects. See Change a Project's Status to Active or Inactive.

  • The 'Pay' setting (Enabled or Disabled) is NOT copied over to new projects created from project templates. See What is a Project Template?

• Additional Information:

  • The default 'Pay' setting is 'Disabled' on a new Procore project. See Create a New Project.

  • When a Payments Admin deactivates an external bank account that has been assigned to one or more Procore projects, your company must use the steps below to set a new default account for those projects. See Deactivate External Bank Accounts.

• A Procore project must be in the 'Active' status to appear in the Project list. See Change a Project's Status to Active or Inactive.

1. Navigate to the Company level Payments tool.

2. Click the Payments Settings icon.
   This opens the Payments Settings page. The External Bank Accounts page is active by default.

3. Click Project Controls.
   This opens the Projects Controls page.
   

4. Optional. Start typing a project name in the Search box to narrow the projects in the list.

5. In the table, select one or multiple projects:

   • To select one or multiple projects, mark the checkbox(es) that correspond to the desired projects.
     OR

   • To select all projects, mark the checkbox in the heading of the Project column.

6. Choose from these options:

   • Optional. To change the setting of the Procore Pay features on the selected projects, click Edit Pay. Then choose the Enabled or Disabled setting from the drop-down list.

   • Optional. To change the default bank account setting on the selected projects, click Edit Bank Account. Then choose one of your company's linked external accounts or the Select at Disbursement option.

      Tip

     Can I change the Apply Fee setting in bulk? No. Fee settings must be configured individually on each project. See Configure Procore Pay Fee Collection for a Procore Project.

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