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Procore

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