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Procore (en-GB)

Configure Advanced Settings: Company Admin

Objective

To configure the administrative settings, project settings and tool settings for Procore using the Company level Admin tool. 

Background

The sidebar in the Company level Admin tool provides your company's Procore Administrator with the ability to manage a wide variety of configuration settings for your company's Procore account.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool. 
  • Additional Information:

Available Settings

The settings in the Company level Admin tool's sidebar are organized into three (3) distinct groups:

Company Settings

Under Company Settings, click a link to perform the following tasks:

Company Settings Click this link… To perform these tasks…
company admin settings Account Information View Account Information
App Management Manage Apps
Certification Analytics View Certification Analytics
Classifications Add a Classification
Cost Codes Add, Edit and Delete Company Cost Codes
  Export Company Cost Codes
  Import Cost Codes to Procore
  Import Custom Cost Codes to a Company
Cost Types Set Default Cost Types
Expense Allocations Create a New Expense Allocation
General Settings Add an Office Location
  Enable Participation in Procore User Surveys
  Enable Avatars
  Configure Procore for IdP-Initated Okta SSO
  Configure Procore-Initiated SSO for Okta
  Configure IdP-Initiated SSO for OneLogin
  Configure Procore-Initiated SSO for OneLogin
  Configure IdP-Initiated SSO for Microsoft Azure AD
  Configure Procore-Initiated SSO for Microsoft Azure AD
  Delete an Office Location
  Edit an Office Location
  Remove an Office Logo
  Configure Your Company Settings
  Update the Employer Identification Number for Your Company's Procore Account
  Upload a Company Logo
  Upload an Office Logo
Root Cause Analysis Add Root Cause Analysis Fields
  Edit Root Cause Analysis Fields
  Delete Root Cause Analysis Fields
Service Accounts Add, Modify or Delete a Service Account
Single Sign On Configuration Configure Single Sign On in the Company Admin Tool
Trades Add a Custom Trade
Unit of Measure Master List Add a Unit of Measure to the Unit of Measure Master List
Webhooks Configure Company Webhooks

Tool Settings

Under Tool Settings, click a link to perform the following tasks:

Tool Settings Click this link… To perform these tasks…
tool-settings.png Tendering Set the Default Company Tendering Configuration
Budget Set Up a Budget View for Custom Reporting
  Delete a Budget View
  Edit an Existing Budget View
  Set up a New Budget View
Change Management Set the Default Change Management Configurations
Contracts Update the Tools Settings for Contracts
Correspondence Create a New Correspondence Type
  Edit a Correspondence Type
  Create New Configurable Fieldsets
  Create New Custom Sites
  Create Custom Sections
Site Diary Create New Configurable Fieldsets
  Create New Custom Sites
Directory Create New Configurable Fieldsets
Documents (Project Documents) Create New Configurable Fieldsets
  Create New Custom Sites
Drawings Create New Configurable Fieldsets
  Create New Custom Sites
Forms Create a Company Level Form Template
  Delete a Company Level Form Template
Incidents Create New Configurable Fieldsets
  Create New Custom Sites
  Add Custom Options for Incident Sites
  Edit Custom Options for Incident Fields
  Delete Custom Options for Incident Fields
  Configure Alerts and Severity for Incidents
Inspections Create New Configurable Fieldsets
  Create New Custom Sites
  Configure Settings for Exporting Inspections as PDFs
Meetings Configure Meeting Templates
  Create a Meeting Template
  Delete a Meeting Template
  Edit a Meeting Template
Observations Add Company Level Observation Types
  Delete Observation Types
  Edit Observation Types
  Create a Company Level Observation Template
  Create New Configurable Fieldsets
  Create New Custom Sites
snag List Create a Company Level Snag Item Template
  Delete a Company Level snag Item Template
  Create a Quick Snag Category at the Company Level
  Delete a Quick Snag Category at the Company Level
  Edit a Quick Snag Category at the Company Level
  Create New Configurable Fieldsets
  Create New Custom Fields
RFIs Create New Configurable Fieldsets
  Create New Custom Sites
  Create Custom Sections
Specifications Create New Configurable Fieldsets
  Create New Custom Sites
Submittals Create Custom Submittal Log Statuses
  Create Custom Submittal Types
  Create New Configurable Fieldsets
  Create Custom Sections
  Create New Custom Sites
Daywork Sheets Create New Configurable Fieldsets
  Create New Custom Sites
Tasks Add Task Categories
  Delete Task Categories
  Mark a Task Category as Inactive
Tax Codes Configure Tax Code Settings

See Also