Company Admin Tool - Tutorials

Company Settings Account Information View Account Information App Management Overview What is App Management? Installation Install an App from the App Marketplace Install an App from Procore Install an Embedded App Install a Data Connection App Install a Custom App Allow User Install Uninstall an App Reinstall an App Update an Installed App Configuration Create an App Configuration and Apply it to Projects Edit an App Configuration Delete an App Configuration View Projects with App Configurations Add a Permitted Project to a Data Connection App Remove a Permitted Project from a Data Connection App Developer Managed Service Accounts (DMSA) What is a Developer Managed Service Account? Migrating a Data Connection App to use DMSA View Details on a Developer Managed Service Account App Management Metrics View API Request Metrics View App Management Metrics Certification Analytics View Certification Analytics Why can't I log in to my Certification Analytics Dashboard? Why can't I see one of my users in my Certification Analytics? Why is my Certification Analytics page blank? Classifications Add a Classification General Settings Configure Advanced Settings: Company Admin Configure Administrative Settings: Company Admin Configure Project Settings from the Company Admin Tool Configure Tool Settings from the Company Admin Tool Logos Upload a Company Logo Upload an Office Logo Remove an Office Logo Office Settings Add an Office Location Edit an Office Location Delete an Office Location Remove an Office Logo Session Timeout Request to Enable a Session Timeout Interval Expense Allocations Create a New Expense Allocation Root Cause Analysis (Incidents) Add Root Cause Analysis Fields Edit Root Cause Analysis Fields Delete Root Cause Analysis Fields Traditional Service Accounts (Deprecated) What is a Service Account? Create a Service Account Modify a Service Account Delete a Service Account Configure Service Account Permissions Reset the Client Secret for a Service Account Single Sign On Configuration Configure Single Sign On in the Company Admin Tool Trades Add a Custom Trade Delete a Custom Trade Webhooks Configure Company Webhooks Work Breakdown Structure Getting Started Create Your Company's Default Work Breakdown Structure Manage Custom Segments Add Custom Segments Edit Custom Segment Settings Delete Custom Segments Export Segments to CSV Manage Segment Items Add Segment Items Edit Segment Items Deactivate Segment Items Reactivate Segment Items Manage Default Segments Cost Codes Add Company Cost Codes View the Company Cost Code Segment Settings Cost Types Add Company Cost Types View the Company Cost Types Segment Settings Sub Jobs Enable Sub Jobs for WBS Set the Company Budget Code Structure Arrange the Company Budget Code Structure Manage the Project Level Budget Code Structure Enable Project Level Budget Code Structure Edits

Project Settings Dates  Add New Project Dates Defaults Default Project Settings Set the Defaults for Your Projects Stages Add a Custom Project Stage Project Types Add a Custom Project Type Departments Add a Custom Department Programmes Add a Custom Programme Delete a Programme Edit Programme Information Tender Type Settings Add a Custom Tender Type Owner Type Settings Add a Custom Owner Type Region Settings Add a Custom Project Region Fieldset Create a Default Project Fieldset Roles Add a Custom Project Role

Tool Settings Action Plans Create 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 Tendering Add a Custom Tender Type Set the Default Company Tendering Configuration 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 Labour 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 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 Connection Manager Configure Project Connection Settings Contracts (Commitments & Main Contracts) Create New Configurable Fieldsets Which fields in the Commitments tool can be configured as required, optional or hidden? Which fields in the Main Contracts tool can be configured as required, optional or hidden? Update the Tool Settings for Contracts 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? 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 Edit Custom Fields Directory Create New Configurable Fieldsets Which fields in the Directory tool can be configured as required, optional or hidden? DocuSign Enable the DocuSign Integration in Your Company's Account Estimating Configure Default Estimating Settings Forms Create a Company Level Form Template Delete a Company Level Form Template 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 Inspections Configure Settings for Exporting Inspections as PDFs Create New Configurable Fieldsets Create New Custom Fields Meetings Configure Meeting Templates Create a Meeting Template Delete a Meeting Template Edit a Meeting Template Manage PDF Configurations for Exported Meetings 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 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 RFIs Create New Configurable Fieldsets Which fields in the RFIs tool can be configured as required, optional or hidden?  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 Tasks Add Task Categories Delete Task Categories Tax Codes How can I use tax codes on a project? Configure Tax Code Settings Timesheets Add a Classification Create New Configurable Fieldsets Which fields in the Timesheets tool can be configured as required, optional or hidden? Create New Custom Fields Edit Custom Fields  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