Tutorials

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Tutorials

Company Settings

Account Information
- View Account Information
App Management
Certification Analytics
Classifications
- Add a Classification
Cost Codes & Cost Types
- Add, Edit and Delete Company Cost Codes
- Export the Company Standard Cost Code List
- Import Custom Cost Codes to a Company
- Perform a Cost Codes Import (Procore Imports)
- Set Default Cost Types
- For companies using ERP Integrations:
  - Archive and Unarchive Cost Codes Synced with an ERP Integration
  - Configure Cost Code Preferences for ERP Integrations
General Settings
- Configure Advanced Settings: Company Admin
- Logos
- Office Settings
- Session Timeout
  - Request to Enable a Session Timeout Interval
Expense Allocations
- Create a New Expense Allocation
Root Cause Analysis (Incidents)
Service Accounts (API)
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

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
- Programs
- 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

Tendering
- Add a Custom Tender Type
- Set the Default Company Tendering Configuration
Budget
- Budget Views
- Budget Reports
  - Set Up a Budget View for Custom Reporting
- Forecasting Views
  - Enable Advanced Forecasting in Procore
  - Set Up a New Forecasting View
Change Management
- Set the Default Change Management Configurations
Contracts
- Update the Tool Settings for Contracts
Correspondence
Daily Log
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
Forms
- Create a Company Level Form Template
- Delete a Company Level Form Template
Incidents
- Configurable Fieldsets
- Custom Field Options
- Configurable Alerts and Severity
  - Configure Alerts and Severity for Incidents
- Root Cause Analysis (see Project Settings)
Meetings
Observations
- Types
- 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
Deficiency List
- Configurable Fieldsets
  - Create New Configurable Fieldsets
  - Which fields in the Deficiency List tool can be configured as required, optional or hidden?
- Templates
  - Create a Company Level Deficiency Item Template
  - Delete a Company Level Deficiency Item Template
- Quick Deficiency
RFIs
- Create New Configurable Fieldsets
- Which fields in the RFIs tool can be configured as required, optional or hidden?
Submittals
Tasks
- Add Task Categories
- Delete Task Categories
Tax Codes
- How can I use tax codes on a project?
- Configure Tax Code Settings
T&M Tickets
- Create New Configurable Fieldsets
- Which fields in the T&M Tickets tool can be configured as required, optional or hidden?

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