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Procore

Add a Custom Project Region

Objective

To add a new region to your company's Procore account.

Background

If you would like to be able to associate projects with geographic region, you can add a list of regions to Procore's Project Settings page in the Company level Admin tool. You can also customise this list of regions to match your organisation's unique business needs.

Examples

If your company is a US-based organization, you might want to create four (4) regions named:

  • Northwest
  • Midwest
  • South
  • West

If your company is a global organization, you might want to create a global list of regions, such as:

  • Africa
  • East Asia and Pacific
  • Europe and Central Asia
  • Latin America and the Caribbean
  • Middle East and North Africa
  • South Asia

Things to Consider

Steps

  1. Navigate to the Company level Admin tool.
  2. Under "Project Settings," click Defaults.
  3. Scroll to the Region Settings area. 

    add-a-region.png
     
  4. Do the following:
    • Region. Enter a name for the new region (Note: There is no limit to the number of regions that you can create).

    • Add Region. Click this button to add the new region.

      The system adds the new region to the Region Settings list. 
      • If you want to modify a region name at a later time, click Edit or double-click the region name. This places the region into edit mode so you can type over the existing entry.
      • To delete a region, click the RED 'x' next to the region name. 

        edit-region.png
         
  5. Click Save Changes
    Note: The regions you create here will only apply to new projects. 

See Also