Configure Administrative Settings: Company Admin

The sidebar in the Company level Admin tool provides your Procore Administrator with the ability to manage a wide variety of configuration settings for your company's Procore account. Administrators can also configure various project and tool settings.

• Required User Permissions

• Additional Information:

  • To configure settings for a Procore project, see Configure Settings: Project Admin.

After navigating to the Company level Admin tool, administrators can use the links in the sidebar to configure company, project, and tool settings for Procore.

Company Settings

Under Company Settings, click a link to view the corresponding tutorial:

• Account Information: View Account Information

• App Management: Manage Apps

• Certification Analytics: View the Certification Dashboard

• Classifications: Add a Classification

• Conversations: Configure Access and Settings for the Conversations Tool

• Currency Settings: Configure Company Currency Settings

• Expense Allocations: Create a New Expense Allocation

• General Settings:

  • Add, Edit, or Delete an Office Location

  • Configure Your Company Settings

  • Enable Participation in Procore User Surveys

  • Enable Avatars

  • Remove an Office Logo

  • Update the Employer Identification Number for Your Company's Procore Account

  • Update a Company Logo

  • Upload an Office Logo

• Procore Explore: Manage Features with Procore Explore

• Root Cause Analysis: Add, Edit, or Delete Root Cause Analysis Fields

• Security Settings: Manage Secure File Access for Your Company's Procore Account

• Service Accounts: Create, Edit, or Delete a Service Account, or Reset the Client Secret for a Service Account

• Single Sign On Configuration: Configure Single Sign-On in the Company Admin Tool

• Trades: Add a Custom Trade

• Unit of Measure Master List: Add a Unit of Measure to the Master List

• Webhooks: Configure Company Webhooks

• Work Breakdown Structure:

  • Create Your Company's Default Work Breakdown Structure

  • See Also Company Administration Work Breakdown Structure Guide

Project Settings

Under Project Settings, click a link to view the corresponding tutorial:

• Dates: Add New Project Dates

• Defaults:

  • Set the Defaults for Your Projects

  • Add a Custom Project Stage or Type

  • Add a Custom Department

  • Add or Delete a Program

  • Add a Custom Bid Type, Owner Type, or Project Region

  • Enable the DocuSign® Integration in Your Company's Account

• Fieldset: Create Configurable Fieldsets, Custom Sections, Custom Fields.

• Project Templates: Manage Project Templates

• Roles: Add a Custom Project Role

Tool Settings

Under Tool Settings, click a link to view the corresponding tutorial:

• Action Plans

  • Create a Company Level Action Plan Template

  • Create Action Plan Statuses

  • Create Configurable Fieldsets, Custom Sections, Custom Fields.

• Bidding: Set the Default Company Bidding Configuration

• Budget:

  • Set Up, Edit, or Delete a Budget View

  • Set Up a New Forecasting View

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Change Management:

  • Set the Default Change Management Configurations

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Connection Manager: Configure Connection Approval Settings

• Contextual Help: Manage Contextual Help Links

• Contracts & Change Orders:

  • Update the Tool Settings for Contracts

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Coordination Issues: Create Configurable Fieldsets, Custom Sections, Custom Fields

• Correspondence:

  • Create a New Correspondence Type

  • Add a Template Correspondence Type

  • Edit a Correspondence Type

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Daily Log / Directory / Documents (Project) / Drawings: Create Configurable Fieldsets, Custom Sections, Custom Fields

• Forms:

  • Create, Delete, or Archive a Company Level Form Template

• Incidents:

  • Add, Edit or Delete Custom Options for Incident Fields

  • Configure Alerts and Severity for Incidents

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Inspections:

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

  • Configure Settings for Exporting Inspections as PDFs

• Invoicing:

  • Automated Commitment Invoice Numbering

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• Meetings: Configure, Create, Edit, and Delete a Meeting Template

• My Time:

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

  • Enable or Disable Task Codes

• Observations:

  • Create Custom Observation Categories

  • Add, Edit, or Delete Observation Types

  • Create Company Level Observation Templates

  • Create Configurable Fieldsets and Custom Fields

• Punch List:

  • Create, Edit, or Delete a Punch Item Template Category at the Company Level

  • Create or Delete a Company Level Punch Item Template

  • Create Configurable Fieldsets and Custom Fields

• RFIs: Create Configurable Fieldsets, Custom Sections, Custom Fields

• Specifications: Create Configurable Fieldsets and Custom Fields

• Submittals:

  • Create Custom Submittal Log Statuses

  • Create Custom Submittal Types

  • Create Configurable Fieldsets, Custom Sections, Custom Fields

• T&M Tickets: Create Configurable Fieldsets and Custom Fields

• Tasks:

  • Add and Delete Task Categories

  • Mark a Task Category as Inactive

• Tax Codes: Configure Tax Code Settings

• Timesheets: Create Configurable Fieldsets and Custom Fields