Recommended Learning Path for Procore Administrators
To help streamline the setup process, it's recommended that your internal company administrator who is responsible for setting up your new Procore account follow the instructions outlined below.
Note: Procore Administrators must have 'Admin' permissions at both the Company and Project levels.
For a detailed breakdown of each step during the implementation process, please see Procore Implementation Roadmap.
Company Level Configurations
Welcome to Procore! The following instructions are for the person(s) at your company that will serve as your company's Procore administrator (i.e. the person responsible for setting up and configuring your Procore account).
- Configure a Project Template
- (Optional) Create Your Project's Work Breakdown Structure
- Configure the Variation Tier Settings for Project Financials
Project Level Configurations
Tool Configuration Management