Configure Company Direct Costs Tool Settings

The Configure Settings in Company Direct Costs tool allows administrators and authorized users to manage the setup of the tool. These settings control the tool's behavior and data processing. Configuring these settings allows your company to automate the creation of direct costs and define which project roles have visibility for approvals. By leveraging AI and email integration, you can reduce manual data entry and streamline your financial workflows.

• Required User Permissions:

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

• Additional Information:

  • Procore recommends managing permissions to this tool with a permissions template. See Create a Company Permissions Template.

  • Ensure you know the project name and the users to assign permissions.

  • For email forwarding, Procore only accepts .pdf, .jpg, and .png file name extensions.

1. Navigate to the  Company Direct Costs tool.

2. Click the Configure Settings icon.

3. Click the Edit button.

4. See the sections below for details on the settings that you can configure for projects:

   1. AI Autofill

      Show / Hide Steps

      Procore’s AI Autofill features allows you upload or email a document to the Direct Costs tool, the AI scans the file to identify key data points and automatically populates them and eliminates the manual data entry.

      Element	Type	Description
      Enable AI Autofill	Checkbox	Check this box to let Procore automatically pull invoice details and line items directly from uploaded PDF, JPG, or PNG files. Leave it unchecked if you prefer to enter direct cost data manually.
      Line Item Configuration	Setting Group / Radio Buttons	This setting determines how line items from an uploaded document appear in the Direct Cost tool. Once a project is selected, it controls whether each line item is listed individually or combined into a single entry.
      Match all line items as they appear on the attachment	Radio Option (Default)	Creates individual line items matching each item detected on the uploaded invoice. This keeps each line item's description, quantity, unit of measure, and unit cost intact automatically.
      Consolidate all line items on the attachment into a single line item	Radio Option	Combines all invoice line items into one summarized line item. It sets the quantity to 1 and sets the unit cost to the total invoice amount.

   2. Email Forwarding

      Show / Hide Steps

      Procore’s Email Forwarding streamlines your accounting workflow by allowing you to bypass manual data entry. By sending your digital receipts or invoices directly to a project-specific email address, Procore automatically generates a Direct Cost entry for you to review. To learn more, see Create Direct Costs via Email Forwarding.

   3. Project Assignee

      Show / Hide Steps

      Select the person that you want to designate as the Approver, Reviewer or Project Manager from this drop-down list.

      Note

      Users assigned to these roles on an individual project can view and approve direct costs for that project. To learn more, see What are the default permission levels in Procore? and what-is-the-accounting-approver-role.