Add a Classification

Classifications help you categorize employees on a project. You can create a custom list in the Company Admin tool to fit your business needs. Once created, they can be enabled on projects for use in Procore's Resource Tracking tools.

• Required User Permissions

• After creating classifications, you need to enable them for your project, and update user records with their classification.

• Which Procore tools support 'Classifications'?

• To create and manage classifications, the following Procore Resource Tracking tools under 'Resource Management' must be enabled:

  • Timesheets and Site teams (See Add and Remove Project Tools)

1. Navigate to the Company level Admin tool.

2. Under 'Company Settings', click Classifications.

3. Complete the following:

   • Classifications: Enter a name for the new classification.

   • Class Code: Enter a wage code, class code, or craft code that matches the wage rates in your payroll system.
     

4. Click the Add icon to add the new classification to the list.

    Notes

   • To learn which Procore tools interact with classifications, see Which Procore tools support 'Classifications'?

   • If you want to use your new classifications in the Timesheets, T&M Tickets, the Timecards section of the Daily Log, and the My Time mobile app, you can turn these classifications ON/OFF for your projects in the Project level Admin tool. See Enable Classifications on a Project.

   • You will also need to enter classifications in your employee's Procore user accounts and your crew's worker records. See Add a User Account to the Company Directory, Add a User Account to the Project Directory, and Add a Worker.

1. Enable Classifications on a Project

2. Add Classifications to Users:

   • Add a User Account to the Company Directory

   • Add a User Account to the Project Directory

   • Add a Worker