Tutoriales
App Management
- Access App Management Metrics
- Add a Permitted Project to a Data Connection App
- Allow User Installs
- Create a Company Level App Configuration
- Create a Global App Configuration
- Create an App Configuration and Apply it to Projects
- Create an App Configuration in a Project
- Delete an App Configuration
- Edit an App Configuration
- Install a Custom App
- Install a Data Connection App from the Marketplace
- Install an App from Procore
- Install an App from the Procore Marketplace
- Install an Embedded App
- Migrating Data Connection Apps to Use Developer Managed Service Accounts
- Reinstall an App
- Remove a Permitted Project from a Data Connection App
- Uninstall an App
- Update an Installed App
- View API Request Metrics
- View App Management Metrics
- View Details on a Developer Managed Service Account
- View Projects with App Configurations
Project Settings
- Add a Custom Bid Type
- Add a Custom Department
- Add a Custom Owner Type
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Stage
- Add a Custom Project Type
- Add New Project Dates
- Copy a Configurable Fieldset
- Create Project Fieldset
- Delete a Program
- Manage Project Templates
- Set the Defaults for Your Projects
Tool Settings
- About Configured Incidents Fieldsets and Field Options
- Add a Custom Bid Type
- Add a Job to Date Costs Column to a Budget View
- Add a Template Correspondence Type
- Add Company Level Observation Types
- Add Cost ROM, RFQ & Non-Commitment Cost Source Columns to a Budget View
- Add Custom Options for Incident Fields
- Add Custom Translations to Observation Types
- Add Root Cause Analysis Fields
- Add Task Categories
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the Columns for the 'Budget Changes' Feature to a Budget View
- Add the Unit-Based Columns to a Procore Budget View
- Administre funciones con Procore Explore
- Agregar una clasificación
- Apply Configurable Fieldsets to Projects
- Archive a Company Level Form Template
- Archive and Unarchive Cost Codes Synced with an ERP Integration
- Assign a Budget View to a Procore Project
- Configure Alerts and Severity for Incidents
- Configure Connection Approval Settings
- Configure Default Estimating Settings
- Configure Default Views for Estimating
- Configure Meeting Templates
- Configure Settings: Company Level Work Breakdown Structure
- Configure Tax Code Settings
- Configure the Financial Health Section for the Health Dashboard
- Configure Tool Settings from the Company Admin Tool
- Crear una plantilla de formulario a nivel compañía
- Create a Company Level Action Plan Template
- Create a Company Level Observation Template
- Create a Company Level Punch Item Template
- Create a Meeting Template
- Create a New Correspondence Type
- Create a Punch Item Template Category at the Company Level
- Create Action Plan Statuses
- Create Action Plan Types
- Create Action Plan Verification Methods
- Create Custom Incident Statuses
- Create Custom Observation Categories
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create New Configurable Fieldsets
- Create New Custom Fields
- Customize Daily Log Names
- Delete a Budget View
- Delete a Company Level Action Plan Template
- Delete a Company Level Observation Template
- Delete a Company Level Punch Item Template
- Delete a Meeting Template
- Delete a Punch Item Template Category at the Company Level
- Delete Action Plan Types
- Delete Action Plan Verification Methods
- Delete Configurable Fieldsets
- Delete Custom Fields
- Delete Custom Options for Incident Fields
- Delete Observation Types
- Delete Root Cause Analysis Fields
- Delete Task Categories
- Disable Daily Log Types for All Projects
- Edit a Company Level Action Plan Template
- Edit a Correspondence Type
- Edit a Meeting Template
- Edit a Punch Item Template Category at the Company Level
- Edit an Existing Budget View
- Edit Configurable Fieldsets
- Edit Custom Fields
- Edit Custom Options for Incident Fields
- Edit Observation Types
- Edit Root Cause Analysis Fields
- Enable or Disable Task Codes
- Enable the DocuSign® Integration on Your Company's Procore Account
- Generate Locations Hierarchy From Drawings
- Habilitar tipos de mano de obra adicionales para el registro diario
- Manage Custom Statuses for Correspondence Types
- Manage PDF Configurations for Exported Meetings
- Mark an Observation Type as Inactive
- Remove Configurable Fieldsets from Projects
- Remove Custom Fields from Configurable Fieldsets
- Restore a Company Level Form Template
- Search and Filter Connected Projects
- Separate Quality Inspections from Safety Inspections
- Separate Quality Observations from Safety Observations
- Set the Default Company Bidding Configuration
- Set Up a Budget View for Custom Reporting
- Set Up a New Forecasting View
- Set up Configurable Views for the Change Events Line Items View
- Set Up the Procore Labor Productivity Cost Budget View
- Turn T&M Ticket Sections ON and OFF
- Update the Tool Settings for Contracts & Change Orders
- View Connected Projects
General Settings
- Add a Custom Trade
- Add an Account Administrator
- Add an Executive Sponsor
- Add an Office Location
- Add Root Cause Analysis Fields
- Agregar una clasificación
- Configure Administrative Settings: Company Admin
- Configure Company Webhooks
- Configure Single Sign-On in the Company Admin Tool
- Create a New Expense Allocation
- Delete a Custom Trade
- Delete an Office Location
- Delete Root Cause Analysis Fields
- Edit an Office Location
- Edit Root Cause Analysis Fields
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable Security Settings for Logins, Passwords, and Session Timeout Intervals
- Launch an Embedded App in a Company
- Manage Company Information
- Manage Contextual Help Links
- Manage Custom Submittal Responses
- Mark a Task Category as Inactive
- Remove an Account Administrator
- Remove an Office Logo
- Remove Company Insurance
- Update a Unit of Measure on the Unit of Measure Master List
- Update the Employer Identification Number for Your Company's Procore Account
- Upload a Company Logo
- Upload an Office Logo
- View Account Information
Work Breakdown Structure
- Add Company Cost Codes
- Add Company Cost Types
- Add Custom Segments
- Add Segment Items
- Arrange the Company Budget Code Structure
- Configure Cost Code Preferences for ERP
- Cree la estructura de desglose del trabajo predeterminada de su compañía
- Deactivate Segment Items
- Delete Custom Segments
- Edit Custom Segment Settings
- Edit Segment Items
- Enable Sub Jobs on Projects for WBS
- Export WBS Segments to CSV
- Importar ítems de segmento en la herramienta Administrador a nivel compañía ( Procore Imports )
- Prepare Segment Items for Import to the Procore Imports App
- Reactivate Segment Items
- View the Company Cost Code Segment Settings
- View the Company Cost Type Segment Settings