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Procore

Project Admin Tool

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Manage Classifications
Manage Equipment
Project Close Out
 Note
See Procore Imports for additional videos related to the Admin tool.
 Tip

To browse and search all Procore training videos, visit our video library.

Manage Project Settings
 
Configure Project Level Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Configure Work Breakdown Structure
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Manage Project Settings
 
Configure Project Level Work Breakdown Structure
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Import Locations
 
Configure Work Breakdown Structure
 

Project Level Admin

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes
Activate Budget Codes on a Project  

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  • Manage WBS Codes

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  • Manage WBS Codes
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Add a Project to a Program  

 

 

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Add and Remove Project Tools  

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  • Update Active Tools

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  • Update Active Tools
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Add Custom Segments to the Project Budget Code Structure       icon-mindtouch-table-check.png  
Add Equipment       icon-mindtouch-table-check.png  
Add Segment Items to a Project  

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  • Manage Segment Items

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  • Manage Segment Items
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Add Spec Sections to the Admin Tool       icon-mindtouch-table-check.png  
Add Sub Job Segment Items to a Project  

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  • Manage Segment Items

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  • Manage Segment Items
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Add Tiered Locations to a Project  

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  • Manage Locations

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  • Manage Locations
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Allow or Disallow Users to Create Locations within a Tool       icon-mindtouch-table-check.png  
Arrange the Project Budget Code Structure  

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  • Manage WBS Codes

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  • Manage WBS Codes
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Assign an Office Location to a Project  

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  • Update General Settings

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  • Update General Settings
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Assign a Project to a Different Program  

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  • Update General Settings

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  • Update General Settings
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Assign Project Cost Codes to Sub Jobs       icon-mindtouch-table-check.png  
Change a Project's Status to Active or Inactive  

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  • Update General Settings

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  • Update General Settings
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Change Your Project's Stage of Construction  

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  • Update General Settings

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  • Update General Settings
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Change the Name of a Procore Project  

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  • Update General Settings

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  • Update General Settings
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Change the Project Address  

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  • Update General Settings

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  • Update General Settings
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Configure General Settings: Project Admin  

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  • Update General Settings

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  • Update General Settings
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Configure Project Webhooks       icon-mindtouch-table-check.png  
Copy Company Cost Codes to a Project  

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  • Manage WBS Codes

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  • Manage WBS Codes
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Copy Company Segments to a Project       icon-mindtouch-table-check.png  
Copy People From One Project to Another  

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  • Update General Settings

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  • Update General Settings
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Create Your Project's Work Breakdown Structure       icon-mindtouch-table-check.png  
Deactivate Budget Codes on a Project  

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  • Manage WBS Codes

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  • Manage WBS Codes
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Delete Tiered Location from a Project   

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  • Manage Locations

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  • Manage Locations
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Delete Spec Sections from the Admin Tool       icon-mindtouch-table-check.png  
Delete Sub Jobs from a Project  

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  • Manage Segment Items

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  • Manage Segment Items
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Delete Unused Segment Items from a Project  

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  • Manage Segment Items

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  • Manage Segment Items
icon-mindtouch-table-check.png Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See Admin: Manage WBS Codes
Edit an Existing Budget View       icon-mindtouch-table-check.png  
Edit or Add General Project Information  

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  • Update General Settings

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  • Update General Settings
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Edit Segment Items on a Project  

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  • Manage Segment Items

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  • Manage Segment Items
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Procore's default 'Cost Type' segment can only be managed by a user with 'Admin' permissions to the Company level Admin tool.

Your Procore Administrator must configure additional settings for you to edit or delete a custom segment. See  Admin: Manage WBS Codes

Edit Spec Sections in the Admin Tool       icon-mindtouch-table-check.png  
Edit Sub Jobs on a Project  

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  • Manage Segment Items

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  • Manage Segment Items
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Edit Tiered Locations   

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  • Manage Locations

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  • Manage Locations
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Enable Classifications on a Project       icon-mindtouch-table-check.png  
Enable the DocuSign® Integration  

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  • Update General Settings

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  • Update General Settings
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Enable the Labour Productivity Cost Features for Project Financials       icon-mindtouch-table-check.png  
Export Locations   

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  • Manage Locations

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  • Manage Locations
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Export WBS Segments to CSV  

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  • Manage WBS Codes

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  • Manage WBS Codes
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Extract Project Data Using Procore Extracts       icon-mindtouch-table-check.png You must also have Admin level permissions to the Project level tool you want to extract data from.
Filter Locations  

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  • Manage Locations

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  • Manage Locations
icon-mindtouch-table-check.png You must also have access to view the item within the tool.

Generate Locations From Drawings

 

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  • Manage Locations

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  • Manage Locations
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Generate and Print QR Codes for Locations   

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  • Manage Locations

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  • Manage Locations
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Import Segment Items into your Project Level Admin Tool       icon-mindtouch-table-check.png  
Import Spec Sections to the Admin Tool       icon-mindtouch-table-check.png  
Manually Create Locations  

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  • Manage Locations

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  • Manage Locations
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Rearrange the Tool's in the Project Toolbox  

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  • Update Active Tools

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  • Update Active Tools
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Remove a Project from a Program  

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  • Update General Settings

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  • Update General Settings
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Remove Segments from the Project Budget Code Structure       icon-mindtouch-table-check.png  
 Request to Import Segment Items       icon-mindtouch-table-check.png  
Request a Multi-tiered Locations Import   

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  • Manage Locations

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  • Manage Locations
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Search Locations   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png  
Set the Project Type  

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  • Update General Settings

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  • Update General Settings
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Set Up a Labour Budget to Actual Report for the Timesheets Tool       icon-mindtouch-table-check.png The Project level Timesheets tool must also be enabled.

'Admin' level permissions to the Project Directory tool are required to perform an import that is part of the setup process.
Set User Permissions for the Project Admin Tool       icon-mindtouch-table-check.png The Project level Admin tool's Permissions Table page only allows permissions to be changed for users who do not have a permission template assigned to them and are not Company level Admins. All other permissions must be managed in the Project and Company Level Directory tools. 
Upload a Project Logo  

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  • Update General Settings

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  • Update General Settings
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View Item Locations  

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  • Manage Locations

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  • Manage Locations
icon-mindtouch-table-check.png You must also have access to view the item within the tool.

View Locations

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users with Read Only  or Standard level permissions can only view locations that are published, unless those users also have the Manage Locations granular permission.
View Locations Heat Map  

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  • Manage Locations

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  • Manage Locations
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View Project Insights       icon-mindtouch-table-check.png  

Below are the notable changes to the Project level Admin tool. 

Recent Changes

Three New Fields Added to Project Admin (03/12/2024)

These new fields will help you capture a more comprehensive and qualitative view of your projects’ data. Increase your ability to forecast with accuracy and discover actionable, targeted insights into your projects based on:

  • Project Sector: Categorise the project based on the facility's function or purpose, such as Retail, Roadwork or Multifamily.
  • Work Scope: Categorise the work according to scope, such as New Construction or Renovation/Alteration.
  • Delivery Method: Define how stakeholders will collaborate across each phase of the project including planning, design and build. For example, Design-Bid-Build, Design-Build or Construction Manager at Risk.

For new customers, Project Sector and Work Scope will be required by default. Existing customers will have the option to leverage these new fields, but they will not be required without advanced notice. See Create a New Project.

New Heat Map Data for Locations (14/11/2024)

The locations heat map can now reflect total items in a location or all open items in a location. The heat map and legend are dynamic and update based on the filters you select. See View Locations Heat Map and Filter Locations.

Quickly Edit Location Boundaries (14/11/2024)

When updating boundaries for locations generated from drawings, you can now click on the location or its boundary on the map to edit it. Move the boundary to the desired position and press ENTER to save. See Edit Locations.

New Warning when Generating Locations from Non Architectural Floor Plans (14/11/2024)

Procore recommends only extracting locations from Architectural floor plans. If you try to generate Locations from non-Architectural floor plans, a warning will appear and you will be prompted to deselect the non-Architectural floor plans to ensure accurate locations are generated. See Generate Locations from Drawings and Add Tiered Locations to a Project.

Persistent Locations View (22/10/2024)

When viewing your project's locations, your view—including the drawing sheet or revision, location selected, date range, project items and heat map—are now automatically saved. This ensures you can easily return to the Locations Manager and continue from where you left off. See Filter Locations.

NEW locations experience (01/08/2024) 

A new Locations experience is now in phased release and will gradually become available to all accounts over the coming weeks. This new experience is designed to leverage the latest AI technology to automatically create a tiered list of locations based on your project's architectural drawings. To learn more about the new Locations experience, see About Locations.