Add a Unit of Measure on the Unit of Measure Master List

Background

The Company Admin tool stores Procore's Unit of Measure Master list, which includes a default set of 19 units of measure. See Which units of measure are included on Procore's master list? While you cannot remove these default units from the list, you have the ability to add new units with custom descriptions. Additionally, you can activate or deactivate existing units using the steps below.

Things to Consider

  • Required User Permissions:

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

  • Additional Information:

    • To add a new unit of measure to the list, contact your company's Procore Administrator.

    • You cannot modify or delete the default units of measure on Procore's master list, but you can add an unlimited number of new units to it.

  • If your company is using the ERP Integrations tool: Show/Hide

    Each integrated ERP system imposes its own maximum character limits on 'Unit Name' entries. While Procore does NOT enforce these system's limits on 'Unit Name' entries, a reminder message (pictured below) appears when you attempt to save a longer entry:

    Erp Character Limit

    Below are each system's maximum character limits:

    • Trimble® Spectrum: Trimble® Spectrum. Six (6) characters maximum.

    • Integration by Procore: Trimble® Vista. Three (3) characters maximum.

    • QuickBooks® Desktop. Six (6) characters maximum.

    • Sage 100 Contractor®. Six (6) characters maximum.

    • Sage 300 CRE®. Six (6) characters maximum.

 Warnings

For the units of measure that you add to your company's Procore account:

  • You can edit a unit of measure (for example, change 'gal' to 'gallon'). However, the change will only affect new line items. Changes do NOT affect existing line items, which may be undesirable behavior if your team is using Procore's reporting capabilities.

  • You can delete a unit of measure that you added to the list (for example, delete 'gal' from the UOM drop-down menu on the line item experience). However, you cannot delete the standard measures on Procore's Master List.

  • Keep in mind that deleting measures will only remove the unit of measure from the drop-down list in Procore's line item experience. It will not change existing measures that have been applied to existing line items.

Steps

In Beta

Company Administrators can enable the UOM & WBS: Assign Units of Measure to Budget Codes and Lock on Line Items beta in Procore Explore.

  1. Navigate to the Company Admin tool.

  2. Under 'Company Settings', click Unit of Measure Master List.

  3. Click Add Unit of Measure.

  4. Complete or update the following fields:

    1. Display Name. Enter a unique abbreviation. For example, enter 'gal' for gallon.

       Important

      When entering a 'Display Name' that includes an exponent (for example, square meters (m2) or cubic meters (m3)), always insert a caret (^) symbol between the unit of measurement and exponent. Do NOT type (or use a cut-and-paste operation) to enter the exponent into the cell. Procore will use this notation to convert the character into a superscript entry.

      Below are common examples showing the correct notation format to use when entering exponents in the 'Unit of Measure' cells:

      • Square kilometers (km2) MUST be entered as: km^2

      • Square meters (m2) MUST be entered as: m^2

      • Cubic meters (m3) MUST be entered as: m^3

    2. Beta Feature Description. Enter a description for the custom unit of measure (UOM).
      Note: The description is appended to the display name (formatted as Display Name - Description) in the UOM drop-down list and when selected in the UOM field across financial tools in all projects.

    3. Category. Select the measurement type from the drop-down list:

      • Time

      • Amount

      • Length

      • Area

      • Volume

      • Mass

      • Other

    4. Beta Feature Status. Select ACTIVE or INACTIVE from the drop-down list.

      Note

      • Setting a UOM to 'INACTIVE' deactivates it and removes it from the UOM drop-down list in financial tools across all projects.

      • Deactivating a UOM does not affect existing line items. Any line item previously created with an inactive UOM will retain its selection.

      • If a financial line item with an inactive UOM is updated to a different UOM, the inactive UOM cannot be selected again.

  5. Click Save.

See Also

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