Company Admin Tool
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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 organization. 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 organization'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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Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Configure Tasks Settings in the Company Level Admin Tool
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Segment Items into the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
Admin - Create Deficiency Item Templates
Admin - Create Observation Templates
Admin - Create Meeting Templates
Specialty Contractor - Create a Form Template in the Company Level Admin Tool
Admin - Edit and Manage Configurable Fieldsets
Admin - Create New Configurable Fieldsets
Admin - Defaults
Admin - Import Cost Codes into the Admin Tool
Admin - Add Trades
Admin - Add Project Roles
Admin - Add Project Dates
Admin - Manage Company Settings
Admin - Manage Project Settings
Configure Work Breakdown Structure in the Project Level Admin Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Locations into the Project Admin Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
Manage General Settings in the Company Level Admin Tool
Add Project Dates to the Company Level Admin Tool
Add Project Roles to the Company Level Admin Tool
Add Trades to the Company Level Admin Tool
Set Up Defaults in the Company Level Admin Tool
Create New Configurable Fieldsets in the Company Level Admin Tool
Edit and Manage Configurable Fieldsets in the Company Level Admin Tool
Company Level Action Plan Configurations
Configure Tasks Settings in the Company Level Admin Tool
Set Up Configurable Budget Views in the Company Level Admin Tool
Set Up Work Breakdown Structure in the Company Level Admin Tool
Add a Correspondence Type to the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool
Create Company Level Action Plan Templates
Create Meeting Templates in the Company Level Admin Tool
Create Observation Templates in the Company Level Admin Tool
Create Deficiency Item Templates in the Company Level Admin Tool
OUTDATED VIDEOS - Removed from Support Site and Certifications
Import Segment Items into the Company Level Admin Tool
Create a Form Template in the Company Level Admin Tool - Specialty Contractor
Admin - Create Deficiency Item Templates
Admin - Create Observation Templates
Admin - Create Meeting Templates
Specialty Contractor - Create a Form Template in the Company Level Admin Tool
Admin - Edit and Manage Configurable Fieldsets
Admin - Create New Configurable Fieldsets
Admin - Defaults
Admin - Import Cost Codes into the Admin Tool
Admin - Add Trades
Admin - Add Project Roles
Admin - Add Project Dates
Admin - Manage Company Settings
Admin - Manage Project Settings
Configure Work Breakdown Structure in the Project Level Admin Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Admin - Import Locations into the Project Admin Tool
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
- Can I apply custom segments to my existing, non-WBS projects?
- Can I change the language of my Company, Project or User in Procore?
- Can I prevent emails from being sent on the weekend?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Do Procore's SSO integrations support single or multiple domains?
- How can I troubleshoot an issue with the Procore Web Application?
- How do I determine the latitude and longitude values of an address?
- How do I enable additional workforce labour types for the Daily Log?
- How do I track non-commitment costs on a change event?
- How will configured fieldsets affect my existing projects?
- What are 'cost types' and how does our ERP integration support them?
- What are 'production quantities'?
- What are Procore's default cost codes?
- What are Procore's default cost types?
- What are Procore's standard budget views?
- What are configurable fieldsets and which Procore tools support them?
- What are custom fields and which Procore tools support them?
- What are custom project roles?
- What are custom sections and which Procore tools support them?
- What are segments and segment items?
- What are the default fieldset configurations for Procore's 'Addendum' template correspondence type?
- What are the default fieldset configurations for Procore's 'Bulletin' template correspondence type?
- What are the default fieldset configurations for Procore's 'Change Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Client Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Constraints' template correspondence type?
- What are the default fieldset configurations for Procore's 'Early Warning Notice' template correspondence type?
- What are the default fieldset configurations for Procore's 'Extension of Time' template correspondence type?
- What are the default fieldset configurations for Procore's 'General Correspondence' template correspondence type?
- What are the default fieldset configurations for Procore's 'Lessons Learned' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters of Intent' template correspondence type?
- What are the default fieldset configurations for Procore's 'Letters' template correspondence type?
- What are the default fieldset configurations for Procore's 'Material Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Mitigation Plan' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice of Delay' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notice to Proceed' template correspondence type?
- What are the default fieldset configurations for Procore's 'Notification of Backcharge' template correspondence type?
- What are the default fieldset configurations for Procore's 'Permit Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Project Request' template correspondence type?
- What are the default fieldset configurations for Procore's 'Risk Identification' template correspondence type?
- What are the default fieldset configurations for Procore's 'Site Instruction' template correspondence type?
- What are the default fieldset configurations for Procore's 'Transmittal' template correspondence type?
- What are the default project stages in Procore?
- What custom segments should we create for our company's Work Breakdown Structure?
- What do the dates in the project's Admin tool mean?
- What field types are available for Custom Fields in Procore Tools?
- What fieldset configurations are recommended for configurable fieldsets?
- What gets copied over to a new project when applying a project template?
- What granular permissions are available for the Project level Admin tool?
- What is Work Breakdown Structure (WBS)?
- What is a Procore plugin and what is it used for?
- What is a Project Template?
- What is the 'Code' field on the project creation page?
- What is the difference between a default and custom segment in Procore's WBS?
- What is the difference between custom fields and configurable fieldsets?
- What languages are available in Procore?
- What settings are available for project tools in Procore?
- What source columns are available in custom budget views?
- What standard trades are available in Procore?
- What's the difference between a job, a parent job and a sub job?
- Where did the numbered templates on the Timesheets and My Time tool Fieldsets come from?
- Where do the selections in the 'Spec Section' drop-down list come from?
- Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which Procore platforms support Azure AD (Entra ID) SSO?
- Which Procore project tools update data in the Field Production Report?
- Which Procore tools can I use to add production quantities to my project's budget?
- Which Procore tools support 'Classifications'?
- Which Procore tools support Work Breakdown Structure?
- Which Procore tools support granular permissions?
- Which budget views should I add to my Procore projects?
- Which fields in the Action Plans tool can be configured as required, optional, or hidden?
- Which fields in the Change Events tool can be configured as required, optional, or hidden?
- Which fields in the Commitments tool can be configured as required, optional, or hidden?
- Which fields in the Communications tool can be configured as required, optional or hidden?
- Which fields in the Coordination Issues tool can be configured as required, optional, or hidden?
- Which fields in the Daily Log tool can be configured as required, optional or hidden?
- Which fields in the Deficiency List tool can be configured as required, optional or hidden?
- Which fields in the Directory tool can be configured as required, optional or hidden?
- Which fields in the Documents tool can be configured as required, optional or hidden?
- Which fields in the Drawings tool can be configured as required, optional or hidden?
- Which fields in the Incidents tool can be configured as required, optional or hidden?
- Which fields in the Inspections tool can be configured as required, optional or hidden?
- Which fields in the Invoicing or Progress Billings tools can be configured as required, optional, or hidden?
- Which fields in the My Time tool can be configured as required, optional, or hidden?
- Which fields in the Observations tool can be configured as required, optional or hidden?
- Which fields in the Prime Contracts tool can be configured as required, optional, or hidden?
- Which fields in the RFIs tool can be configured as required, optional or hidden?
- Which fields in the Specifications tool can be configured as required, optional or hidden?
- Which fields in the Submittals tool can be configured as required, optional or hidden?
- Which fields in the T&M Tickets tool can be configured as required, optional or hidden?
- Which fields in the Timesheets tool can be configured as required, optional, or hidden?
- Which fields on the create or update project page can be configured as required, optional or hidden?
- Which logos appear on PDF exports in Procore?
- Which units of measure are included on Procore's master list?
- Why are the weather conditions not showing on my Daily Log weather log?
- Why can't I create WBS custom segments?
- Why can't I create or activate Procore projects?
- Why can't I log in to my Certification Analytics Dashboard?
- Why can't I see one of my users in Certification Analytics?
- Why is my Certification Analytics page blank?
Company Level Admin
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.
Recent Changes
Settings for Connection Manager Tool (21/02/2024)
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?
UPDATED EXPERIENCE FOR CREATING AND MANAGING CUSTOM FIELDS (12/12/2023)
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.
Update Your Settings to REceive Tender Invitations Through the Procore Construction Network (04/12/2023)
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?
Updated Estimating Settings (14/11/2023)
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.
Make Bulk Edits to Items in Action Plan Templates (28/08/2023)
When creating or editing an action plan template, you can make bulk changes to items within your plan. Mark the checkboxes 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.
New Setting for Disabling Overdue Item Email Notifications During Weekends (06/04/2023)
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.
Create Custom Fields for Daily Log equipment Log (06/03/2023)
Procore has added the ability to create custom fields in the Company level Admin tool for the Equipment Log in a project's Daily Log 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.
Custom Field Types and Sections for Inspections (08/02/2023)
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 organize 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?
Orange Lock Icon Added to 'Super Private' Correspondence Types (24/01/2023)
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.