Tutoriels
- Activate Budget Codes on a Project
- Add 'Sub Job' Segment Items to a Procore Project
- Add a Classification
- Add a Custom Bid Type
- Add a Custom Project Region
- Add a Custom Project Type
- Add a Multi-Tiered Location to an Item
- Add a Template Correspondence Type
- Add and Remove Project Tools
- Add Company Cost Codes
- Add Company Cost Types
- Add Company Level Observation Types
- Add Custom Segments
- Add Segment Items to a Project
- Arrange the Company Budget Code Structure
- Assign a Budget View to a Procore Project
- Assign Project Cost Codes to Sub Jobs
- Change the Project Address
- Configure Administrative Settings: Company Admin
- Configure Company Webhooks
- Configure Connection Approval Settings
- Configure Cost Code Preferences for ERP
- Configure Default Estimating Settings
- Configure Default Views for Estimating
- Configure Project Webhooks
- Configure Service Account Permissions
- Configure Settings: Project Admin
- Configure the Financial Health Section for the Health Dashboard
- Configure Tool Settings from the Company Admin Tool
- Copy a Configurable Fieldset
- Copy Company Cost Codes to a Project
- Copy Company WBS Segments to a Project
- Create a Bid Template
- Create a Bid Template Collection
- Create a Company Level Action Plan Template
- Create Budget Codes in Procore's Project Financials Tools
- Create Custom Submittal Log Statuses
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create Project Fieldset
- Create Your Company's Default Work Breakdown Structure
- Create Your Project's Work Breakdown Structure
- Deactivate Budget Codes on a Project
- Deactivate Segment Items
- Delete a Company Level Form Template
- Delete a Company Level Observation Template
- Delete a Custom Trade
- Delete a Punch Item Template Category at the Project Level
- Delete an App Configuration
- Delete Configurable Fieldsets
- Delete Custom Segments
- Delete Observation Types
- Delete Root Cause Analysis Fields
- Delete Spec Sections from the Admin Tool
- Delete Sub Jobs from a Project
- Delete Task Categories
- Delete Unused Segment Items from a Project
- Edit an Office Location
- Edit Configurable Fieldsets
- Edit Custom Segment Settings
- Edit Project Bidding Configuration
- Edit Segment Items
- Edit Sub Jobs on a Project
- Enable or Disable Task Codes
- Enable Sub Jobs on Projects for WBS
- Export WBS Segments to CSV
- Filter Locations
- Generate Locations Hierarchy From Drawings
- Import a Unit Quantity Based Budget
- Import Segment Items into your Company Level Admin Tool (Procore Imports)
- Import Segment Items into your Project Level Admin Tool (Procore Imports)
- Manage App Install Requests
- Manage Company Information
- Manage Custom Submittal Responses
- Manage Features With Procore Explore
- Manually Create Locations Hierarchy
- Mark an Observation Type as Inactive
- Prepare Segment Items for Import to the Procore Imports App
- Rearrange the Project Tools Menu
- Remove Company Insurance
- Remove Configurable Fieldsets from Projects
- Reset the Client Secret for a Service Account
- Set the Default Change Management Configurations
- Set Up a Field Production Report
- Set up a New Budget View
- 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
- Update an Installed App
- Update General Project Information
- View Account Information
- View API Request Metrics
- View Details on a Developer Managed Service Account
- View Information about an Installed App
- View Item Locations
- View Locations Heat Map
- View the Company Cost Code Segment Settings
- View the Company Cost Type Segment Settings