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Procore

Company Admin Tool

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
Tool Settings
 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 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OUTDATED VIDEOS - Removed from Support Site and Certifications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.

 

Company Level Admin

The following table highlights which user permissions are required to perform the described user action.

tool-icon_integration.png - Indicates that the task can only be completed when Procore is configured to use the Company level ERP Integrations tool. See ERP Integrations.

Task None Read Only Standard Admin
Add a Budget View for Real-Time Labour Costing       icon-mindtouch-table-check.png
Add a Custom Department       icon-mindtouch-table-check.png
Add a Custom Owner Type       icon-mindtouch-table-check.png
Add a Custom Program       icon-mindtouch-table-check.png
Add a Custom Project Region       icon-mindtouch-table-check.png
Add a Custom Project Role       icon-mindtouch-table-check.png
Add a Custom Project Stage       icon-mindtouch-table-check.png
Add a Custom Project Type       icon-mindtouch-table-check.png
Add a Custom Trade       icon-mindtouch-table-check.png
Add a Project Type       icon-mindtouch-table-check.png
Add a Template Correspondence Type       icon-mindtouch-table-check.png
Add a Unit of Measure to the Units of Measure Master List       icon-mindtouch-table-check.png
Add an Office       icon-mindtouch-table-check.png
Add Company Cost Codes       icon-mindtouch-table-check.png
Add Company Cost Types       icon-mindtouch-table-check.png
Add Company Level Observation Types       icon-mindtouch-table-check.png
Add Custom Segments       icon-mindtouch-table-check.png
Add Employer Identification Number       icon-mindtouch-table-check.png
Add Multiple Office Locations       icon-mindtouch-table-check.png
Add New Project Dates       icon-mindtouch-table-check.png
Add Root Cause Analysis Fields       icon-mindtouch-table-check.png
Add Segment Items       icon-mindtouch-table-check.png
Add Task Categories       icon-mindtouch-table-check.png
Apply Configurable Fieldsets to Projects       icon-mindtouch-table-check.png
tool-icon_integration.png Archive and Unarchive Cost Codes Synced with an ERP Integration       icon-mindtouch-table-check.png
Arrange the Company Budget Code Structure       icon-mindtouch-table-check.png
Configure Cost Code Preferences       icon-mindtouch-table-check.png
tool-icon_integration.png Configure Cost Code Preferences for ERP Integrations       icon-mindtouch-table-check.png
Configure the Administrative Settings for Procore       icon-mindtouch-table-check.png
Configure Company Webhooks       icon-mindtouch-table-check.png
Configure Single Sign On in the Company Admin Tool       icon-mindtouch-table-check.png
Configure Your Company's Default Project Settings       icon-mindtouch-table-check.png
Create a Meeting Template       icon-mindtouch-table-check.png
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Create Custom Submittal Log Statuses       icon-mindtouch-table-check.png
Create Custom Submittal Types       icon-mindtouch-table-check.png
Create a New Expense Allocation       icon-mindtouch-table-check.png
Create New Configurable Fieldsets       icon-mindtouch-table-check.png
Create Your Company's Default Work Breakdown Structure       icon-mindtouch-table-check.png
Deactivate Segment Items       icon-mindtouch-table-check.png
Delete a Budget View       icon-mindtouch-table-check.png
Delete a Custom Trade       icon-mindtouch-table-check.png
Delete a Meeting Template       icon-mindtouch-table-check.png
Delete a Program       icon-mindtouch-table-check.png
Delete Company Office Locations       icon-mindtouch-table-check.png
Delete Custom Segments       icon-mindtouch-table-check.png
Delete Observation Types       icon-mindtouch-table-check.png
Delete Root Cause Analysis Fields       icon-mindtouch-table-check.png
Display Project Number in Change Project Drop-Down Menu       icon-mindtouch-table-check.png
Edit a Meeting Template       icon-mindtouch-table-check.png
Edit an Existing Budget View        icon-mindtouch-table-check.png
Edit and Add Cost Codes and Descriptions       icon-mindtouch-table-check.png
Edit Company Name       icon-mindtouch-table-check.png
Edit Company Office Locations       icon-mindtouch-table-check.png
Edit Configurable Fieldsets       icon-mindtouch-table-check.png
Edit Custom Segment Settings       icon-mindtouch-table-check.png
Edit Observation Types       icon-mindtouch-table-check.png
Edit Program Information       icon-mindtouch-table-check.png
Edit Root Cause Analysis Fields       icon-mindtouch-table-check.png
Edit Segment Items       icon-mindtouch-table-check.png
Enable Avatars       icon-mindtouch-table-check.png
Enable/Disable Surveys in Procore       icon-mindtouch-table-check.png
Enable Project Level Budget Code Structure Edits       icon-mindtouch-table-check.png
Enable Security Settings for Logins, Passwords and Session Timeout Intervals       icon-mindtouch-table-check.png
Enable Sub Jobs for WBS       icon-mindtouch-table-check.png
Enable Terms and Conditions       icon-mindtouch-table-check.png
Enable Vendor Insurance Notifications       icon-mindtouch-table-check.png
Enable the DocuSign® Integration on Your Company's Procore Account       icon-mindtouch-table-check.png
Export Segments to CSV       icon-mindtouch-table-check.png
Import Segment Items into your Company Level Admin Tool       icon-mindtouch-table-check.png
Manage Apps       icon-mindtouch-table-check.png
Manage Custom Statuses for Correspondence Types       icon-mindtouch-table-check.png
Reactivate Segment Items       icon-mindtouch-table-check.png
Remove Configurable Fieldsets from Projects       icon-mindtouch-table-check.png
Set up a New Budget View        icon-mindtouch-table-check.png
Set Up the Procore Labour Productivity Cost Budget View        icon-mindtouch-table-check.png
Set Default Change Order Configuration       icon-mindtouch-table-check.png
Set Time Zone       icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Update the Tool Settings for Contracts       icon-mindtouch-table-check.png
Upload a Company Logo       icon-mindtouch-table-check.png
View Account Information       icon-mindtouch-table-check.png
View the Company Cost Type Segment Settings       icon-mindtouch-table-check.png

* 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 SettingsConfigure 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.