View Account Information

This page will assist in clarifying critical account information including the following:

• The number of projects created

• Important contacts at your company

• Available tools

• Required User Permissions:

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

1. Navigate to the Company level Admin tool to view the 'Account Information' page.
   The Account Information page contains two areas: 'Details' and 'Tools'.
   

2. Under 'Details', you can view the following information:

   • Creation Date: The date on which your company's Procore account was created. This date cannot be modified.

   • Project Cap: The current number of active projects in your company's account and the maximum number of projects allowed. A project cap defines the maximum limit on the number of projects that can be created and used in your company's Procore account.
     Notes:

     • The project cap is specified in your company's contract with Procore.

     • The project cap does NOT include your Sandbox Text Project or the Standard Project Template.

     • To increase the project cap, your company's Procore Administrator can contact your company's Procore point of contact with an inquiry. Increases to the project cap may affect the contract price.

   • ERP Integrations: The name of the supported ERP integration purchased per your contract (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.).
     Note: This field will not display if you did not purchase an ERP Integration or if the ERP Integration has been disabled. See ERP Integrations.

   • ERP Contact: The email address of the Procore employee assigned to assist you with your ERP integration.
     Notes:

     • This individual does NOT exist in your Company Directory, but you will be able to send an email to this individual if you have purchased an ERP Integration.

     • This field will NOT appear if the Company level ERP Integrations tool is disabled or if your company did NOT purchase an integration.

   • Executive Sponsor: The name of the employee at your company who has a vested interest in the success of Procore at your company. Typically, this employee is a senior member of your project team or financial contact.
     Note: To change your executive sponsor, contact your Procore point of contact.

   • Account Administrator: The main contact for setting up and managing your account at a high level. This field may not display for every company.​

3. Under 'Tools', you can view an alphabetical list of Procore tools, organized by product category. The contract type is also listed next to each tool.
   Notes:

   • If your company's account has licensed the project's Correspondence tool, the Correspondence tool will display in the 'Custom' product category.

   • The Account Tools area does NOT list custom tools or foundational tools that are provided with every account.

   • If your company's account is NOT licensed or participating in a trial, the product group will NOT display in this list.

   • If your company has deactivated a Procore tool at the Company level, the tool will NOT display in this list.

   • If your company is using a trial account, the 'Contract Type' column is hidden. Only to tools included in your trial appear.

   • If your company account is an active account, the 'Contract Type' column indicates whether a tool is 'Licensed' or a 'Trial'.

   • If you want to modify the licensing, your company's Procore Administrator can contact your company's Procore point of contact with an inquiry. Licensing and contract changes may affect the contract price.