Procore's Company level Admin tool is designed to be used by the limited number of individuals within your enterprise who are responsible for managing the Procore application for your organisation. With this tool, your company's designated Procore Administrators can configure a variety of preferences and settings to tailor Procore's construction management environment to suit your organisation's business-specific needs, processes and workflows.
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Company Settings
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Project Settings
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Tool Settings
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To browse and search all Procore training videos, visit our video library.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
Video content may not accurately reflect the current state of the system and/or it may be out of date.
The following table highlights which user permissions are required to perform the described user action.
- Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.
* The user must have 'Admin' level permissions on both the Company and Project level Admin tools.
Below are the notable changes to the Company level Admin tool.
The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection Settings, Configure Advanced Settings: Connection Manager, and What should I know about connecting projects in Procore?
Procore has updated Custom Fields making them easier to find and manage. Load times for custom fields have improved and small changes have been added to make managing custom fields faster and more intuitive. Additionally, when using multi or single select field types, you can easily search and manage the available options. See Create New Custom Fields and Edit Custom Fields.
Paying Procore Accounts can now receive tender invitations through the Procore Construction Network. To update your company’s settings to receive tender invitations, see How can my company receive tender invitations through the Procore Construction Network?
Cost codes and cost types can now be configured at company level with the same settings that are available when sending an estimate to the budget in the project's Estimating tool. These settings are applied by default to all projects to provide more consistency. You can still override budget codes as needed in the project's Estimating tab. See Configure Default Estimating Settings.
When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the tickboxes for the items you want edit, then choose how you want to update the item. Read the Announcement to learn more and see Create and Edit a Project Level Action Plan Template and Create a Company Level Action Plan Template.
In order to help reduce email interruptions during non-working days, Procore has added a new setting that allows Company Admins to prevent overdue email notifications from being sent to users during the weekend. See Can I prevent emails from being sent on the weekend? and Configure Your Company Settings.
Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Site Diary tool. These custom fields function like other fields in Procore and can be included in reports in the Company and Project level Reports tools. See Create New Custom Fields.
When creating new Custom Fields for Inspections, you can use new field types such as Project Users, Company, Location and Date and Time. Additionally, Procore has added the ability to organise Custom Fields on Inspections. Users can create Sections in their Configurable Fieldsets and add Custom Fields to those sections. Custom Fields show within the designated section on the Inspections for projects using that Fieldset. See Create New Custom Fields and What are custom sections and which Procore tools support them?
Procore has added a new orange lock icon to 'Super Private' correspondence types in the list of correspondence types in the Company level Admin tool.
