What settings are available for project tools in Procore?
Background
Procore offers two types of tools:
- Company Level. There is only one of each of these tools and they are only available at the Company level. Company level tools are made for tasks that are not project-specific or to collate information from project tools across many projects.
- Project Level. A copy of these tools is available in each of your individual projects. These tools are made for tasks that occur on many projects within your company's Procore account.
Configuration options for Project level tools are often available at both the Company level and Project level. Company level project tool configurations typically impact how a tool works across all of your company's projects or are assignable to a subset of your projects. Project level configurations are typically specific to the project in which they're managed and do not impact other projects in your company's Procore account.
Answer
The table below contains a list of all Project level Procore tools and the associated resources for their configuration settings at both the Company and Project level.
Project tool |
company level settings |
project level settings |
Action Plans |
|
|
Admin | ||
Tendering | ||
Budget | ||
Change Management (Change Events and Variations) |
|
|
Commitments |
|
|
Connection Manager | N/A | |
Coordination Issues | N/A | |
Correspondence | ||
Crews | N/A | N/A |
Site Diary | ||
Direct Costs | N/A | |
Project Directory | ||
Project Documents | N/A | |
Drawings | N/A | |
Emails | N/A | |
Estimating | ||
Forms | ||
Project Overview | N/A | N/A |
Incidents |
|
|
Inspections | ||
Instructions | N/A | |
Payment Applications | N/A | |
Meetings | ||
Models | N/A | N/A |
Observations |
|
|
Photos | N/A | |
Main Contract (also known as the 'Funding' tool) | N/A |
|
Snag List |
|
|
Project Reports | N/A | |
RFIs | ||
Programme | N/A | |
Specifications | N/A | |
Submittals |
|
|
Daywork Sheets | ||
Tasks | ||
Timecards | N/A | |
Timesheets | ||
Transmittals | N/A |