Tutorials
Tutorials
Company Settings
Project Settings
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Tool Settings
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Alphabetical
- About Configured Incidents Fieldsets and Field Options
- Add a Classification
- Add a Custom Tender Type
- Add a Custom Department
- Add a Custom Owner Type
- Add a Custom Project Region
- Add a Custom Project Role
- Add a Custom Project Stage
- Add a Custom Project Type
- Add a Custom Trade
- Add a Job to Date Costs Column to a Budget View
- Add an Office Location
- Add Company Level Observation Types
- Add Custom Options for Incident Fields
- Add Custom Translations to Observation Types
- Add, Edit and Delete Company Cost Codes
- Add New Project Dates
- Add Root Cause Analysis Fields
- Add Task Categories
- Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Add the Unit-Based Columns to a Procore Budget View
- View App Management Metrics
- Allow User Installs
- Apply Configurable Fieldsets to Projects
- Archive and Unarchive Cost Codes Synced with an ERP Integration
- Assign a Budget View to a Procore Project
- Configure Administrative Settings: Company Admin
- Configure Advanced Settings: Company Admin
- Configure Alerts and Severity for Incidents
- Configure Cost Code Preferences for ERP Integrations
- Configure Meeting Templates
- Configure Project Settings from the Company Admin Tool
- Configure Service Account Permissions
- Configure Settings for Exporting Inspections as PDFs
- Configure Single Sign On in the Company Admin Tool
- Configure Tax Code Settings
- Configure Tool Settings from the Company Admin Tool
- Configure Your Company Settings
- Create a Company Level Form Template
- Create a Company Level Observation Template
- Create a Company Level Deficiency Item Template
- Create a Default Project Fieldset
- Create a Meeting Template
- Create a New Correspondence Type
- Create a New Expense Allocation
- Create a Quick Deficiency Category at the Company Level
- Create an App Configuration and Apply it to Projects
- Create a Company Level App Configuration
- Create Custom Sections
- Create Custom Submittal Log Statuses
- Create Custom Submittal Types
- Create a Global App Configuration
- Create New Configurable Fieldsets
- Create New Custom Fields
- Create a Service Account
- Delete a Budget View
- Delete a Company Level Form Template
- Delete a Company Level Observation Template
- Delete a Company Level Deficiency Item Template
- Delete a Custom Trade
- Delete a Meeting Template
- Delete a Quick Deficiency Category at the Company Level
- Delete an Office Location
- Delete an App Configuration
- Delete Configurable Fieldsets
- Delete Custom Fields
- Delete Custom Options for Incident Fields
- Delete Observation Types
- Delete Root Cause Analysis Fields
- Delete a Service Account
- Delete Task Categories
- Edit a Correspondence Type
- Edit a Meeting Template
- Edit a Quick Deficiency Category at the Company Level
- Edit an Existing Budget View
- Edit an Office Location
- Edit an App Configuration
- Edit Configurable Fieldsets
- Edit Custom Fields
- Edit Custom Options for Incident Fields
- Edit Observation Types
- Edit Root Cause Analysis Fields
- Enable Avatars
- Enable Participation in Procore User Surveys
- Enable SD Storage
- Enable Security Settings for Logins, Passwords and Session Timeout Intervals
- Enable the DocuSign® Integration on Your Company's Procore Account
- Export Company Cost Codes
- Import Cost Codes to Procore
- Import Two-Level Cost Codes to the Company Admin Tool
- Import Multi-Level Cost Codes to the Company Admin Tool
- Install a Custom App
- Install an App from the Procore Marketplace
- Launch an Embedded App in a Company
- Manage App Install Requests
- Mark a Task Category as Inactive
- Mark an Observation Type as Inactive
- Modify a Service Account
- Reinstall an App
- Remove Configurable Fieldsets from Projects
- Remove Custom Fields from Configurable Fieldsets
- Reset the Client Secret for a Service Account
- Set Default Cost Types
- Set the Default Change Management Configurations
- Set the Default Company Tendering Configuration
- Set the Defaults for Your Projects
- Set Up a Budget View for Custom Reporting
- Set up a New Budget View
- Set Up a New Forecasting View
- Set Up the Procore Labour Productivity Cost Budget View
- Turn T&M Ticket Sections ON and OFF
- Uninstall an App
- Update a Unit of Measure on the Unit of Measure Master List
- Update an Installed App
- Update the Employer Identification Number for Your Company's Procore Account
- Update the Tool Settings for Contracts
- Upload a Company Logo
- Upload an Office Logo
- View Account Information
- View API Request Metrics
- View Information about an Installed App
- View Projects with App Configurations
- View the Certification Dashboard