Configure Tool Settings from the Company Admin Tool

Background

The Tool Settings area in the Company level Admin tool's sidebar lets you configure a variety of options for the project tools being used with your company's Procore account.

Things to Consider

  • Required User Permissions:

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

Tasks

  1. Navigate to the Company level Admin tool. This reveals the Admin page.

  2. Look for the TOOL SETTINGS menu.
    Note: If you don't see this menu, you may be in the Project level Admin tool instead of the Company level.

    company-admin-tool-settings-menu

  3. Click an item in 'Tool Settings' to perform any of the following tasks:

    Tool Settings

    Tasks

    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