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	Create a Company Level Action Plan Template Edit a Company Level Action Plan Template Create Action Plan Statuses Create Action Plan Types Create Action Plan Verification Methods Create New Configurable Fieldsets Which fields in the Action Plans tool can be configured as required, optional or hidden? Create New Custom Fields Edit Custom Fields Delete a Company Level Action Plan Template Delete Action Plan Types Delete Action Plan Verification Methods	Configure Action Plans Notification Settings Create and Edit a Project Level Action Plan Template Delete a Project Level Action Plan Template Retrieve a Deleted Project Level Action Plan Template
Admin	Company Admin Tool	Project Admin Tool
Tendering	Add a Custom Tender Type Set the Default Company Tendering Configuration	Configure Advanced Settings: Tendering
Budget	Budget Views Set up a New Budget View Edit an Existing Budget View Delete a Budget View Add a Budget View for Real-Time Labor Costing Add a Job to Date Costs Column to a Budget View Budget Reports Set Up a Budget View for Custom Reporting Forecasting Views Set Up a New Forecasting View	Configure Settings: Budget
Change Management (Change Events and Variations)	Change Management (Change Events) Set the Default Change Management Configurations Create New Configurable Fieldsets Which fields in the Change Events tool can be configured as required, optional or hidden? Create Custom Sections Create New Custom Fields Edit Custom Fields	Configuration Tasks: Change Events Configure Settings: Change Events Configuration Tasks: Variations Tool Enable the Variations Tool Configure Settings: Variations Configuration Tasks: Project Financials Tools Configure the Number of Variation Tiers on a Project Financials Tool
Commitments	Update the Tool Settings for Contracts	Tool Level Settings Configure Settings: Commitments Configure the Default Privacy Settings for New Commitments Configure the Number of Commitment Variation Tiers Individual Commitment Settings Change the Privacy Settings for a Commitment Edit the Advanced Settings Tab on a Commitment Custom Fields & Configurable Fieldsets Create New Custom Fields Create New Configurable Fieldsets
Connection Manager	N/A	Configure Advanced Settings: Connection Manager Configure Connection Approval Settings
Coordination Issues	N/A	Configure Advanced Settings: Coordination Issues
Correspondence	Add a Template Correspondence Type Create a New Correspondence Type Edit a Correspondence Type Which fields in the Correspondence tool can be configured as required, optional or hidden?	Configure Advanced Settings: Correspondence
Crews	N/A	N/A
Site Diary	Create New Configurable Fieldsets Which fields in the Site Diary tool can be configured as required, optional or hidden? Create New Custom Fields Disable Site Diary Types for All Projects Edit Custom Fields	Configure Advanced Settings: Site Diary
Direct Costs	N/A	Configure Settings: Direct Costs
Project Directory	Create New Configurable Fieldsets Which fields in the Directory tool can be configured as required, optional or hidden?	Configure Advanced Settings: Project Directory
Project Documents	N/A	Configure Advanced Settings: Project Documents
Drawings	N/A	Configure Advanced Settings: Drawings Configure Default Drawing Disciplines
Emails	N/A
Estimating	Configure Default Estimating Settings	Configure Settings: Estimating
Forms	Create a Company Level Form Template Delete a Company Level Form Template	Configure Advanced Settings: Forms
Project Overview	N/A	N/A
Incidents	Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Incidents tool can be configured as required, optional or hidden? Custom Field Options Add Custom Options for Incident Fields Edit Custom Options for Incident Fields Delete Custom Options for Incident Fields Configurable Alerts and Severity Configure Alerts and Severity for Incidents Root Cause Analysis (see Project Settings) Add Root Cause Analysis Fields Edit Root Cause Analysis Fields Delete Root Cause Analysis Fields	Configure Advanced Settings: Incidents
Inspections	Configure Settings for Exporting Inspections as PDFs Create New Configurable Fieldsets Create New Custom Fields	Configure Advanced Settings: Project Level Inspections
Instructions	N/A	Configure Advanced Settings: Instructions
Payment Applications	N/A	Configure Settings: Payment Applications Enable or Disable the Subcontractor BOQ Tab on the Commitments Tool Enable the Payments Issued Tab for Payment Applications Enable Sliding Scale Retention Rules on Subcontractor Payment applications Manage Billing Periods
Meetings	Configure Meeting Templates Create a Meeting Template Delete a Meeting Template Edit a Meeting Template Manage PDF Configurations for Exported Meetings	Configure Advanced Settings: Meetings
Models	N/A	N/A
Observations	Types Add Company Level Observation Types Add Custom Translations to Observation Types Edit Observation Types Delete Observation Types Mark an Observation Type as Inactive Templates Create a Company Level Observation Template Delete a Company Level Observation Template Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Observations tool can be configured as required, optional or hidden? Root Cause Analysis (see Project Settings) Add Root Cause Analysis Fields Delete Root Cause Analysis Fields	Configure Advanced Settings: Observations Create a Project Level Observation Template Deactivate an Observation Template on a Project Delete an Observation Template from a Project Edit Project Level Observation Types
Photos	N/A	Configure Advanced Settings: Photos
Main Contract (also known as the 'Funding' tool)	N/A	Configuration Tasks Configure Settings: Main Contracts Edit the Advanced Settings on a Main Contract Enable Financial Markup on a Main Contract Custom Fields & Configurable Fieldsets for Contracts Create New Custom Fields Create New Configurable Fieldsets
Snag List	Configurable Fieldsets Create New Configurable Fieldsets Which fields in the Snag List tool can be configured as required, optional or hidden? Templates Create a Company Level Snag Item Template Delete a Company Level Snag Item Template Categories Create a Snag Item Template Category at the Company Level Edit a Snag Item Template Category at the Company Level Delete a Snag Item Template Category at the Company Level	Configure Advanced Settings: Snag List Create a Project Level Snag Item Template Create a Snag Item Template Category at the Project Level Delete a Snag Item Template Category at the Project Level Delete a Snag Item Template from a Project Edit a Project Level Snag List Template Edit a Snag Item Template Category at the Project Level
Project Reports	N/A	Configure Advanced Settings: Project Reports
RFIs	Create New Configurable Fieldsets Which fields in the RFIs tool can be configured as required, optional or hidden?	Configure Advanced Settings: RFIs Configure a Prefix and Starting Number for RFIs
Programme	N/A	Configure Advanced Settings: Project Programme
Specifications	N/A	Configure Advanced Settings: Specifications
Submittals	Create Custom Submittal Log Statuses Create Custom Submittal Types Create New Configurable Fieldsets Which fields in the Submittals tool can be configured as required, optional or hidden? Create Custom Sections Create New Custom Fields Edit Custom Fields	Configure Settings: Submittals Tool Create Custom Submittal Log Statuses Create Custom Submittal Types Designate the 'Default Submittal Manager' for the Submittals Tool Manage Submittal Workflow Templates Manage Custom Submittal Responses Enable Submittal Programme Calculations Customise the Column Display in the Submittals Tool Resize the Column Width in the Submittals Log
Daywork Sheets	Create New Configurable Fieldsets Which fields in the Daywork Sheets tool can be configured as required, optional or hidden? Create New Custom Fields Edit Custom Fields	Configure Advanced Settings: Daywork Sheets
Tasks	Add Task Categories Delete Task Categories	Configure Advanced Settings: Tasks
Timecards	N/A	Configure Advanced Settings: Timecard
Timesheets	Add a Classification Create New Configurable Fieldsets Create New Custom Fields Edit Custom Fields Enable or Disable Task Codes	Configure Advanced Settings: Project Level Timesheets
Transmittals	N/A	Configure Advanced Settings: Transmittals Customise the Column Display in the Transmittals Tool

What settings are available for project tools in Procore?

Background

Answer

Project tool

company level settings

project level settings

See Also