Add a Custom Owner Type

Objective

To add custom owner types to company's Admin tool for use on your company's Procore projects. 

Things to Consider

• Required User Permission:
  • 'Admin' level permission on the company's Admin tool. 
• Additional Information:
  • There is no limit to the number of owner types you can create.
  • You cannot delete an owner type from this list when it is assigned to one (1) or more projects in your company's Procore account.
  • The Steps below add selections to the 'Owner Type' drop-down lists to these areas in Procore:
    • The Create New Project page in the company's Portfolio tool. See Add a New Project.
    • The Project Home Settings page under Configure Settings on the project's Home page. See Add and Edit General Project Information.
    • You can also include the 'Owner Type' column in Custom Portfolio Reports. See Create Custom Portfolio Reports. 

Background

In the company's Admin tool, you can create a list of the Owner Types on the Project Settings page. This allows your project administrators to specify the Owner Type on each project in your company's Procore account. 

Steps

1. Navigate to the company's Admin tool.
   This reveals the Company Settings page. 
2. Under "Project Settings," click Defaults.
3. Scroll to the "Owner Type Settings" section. 
4. Do the following:

   • Owner Type. Enter a name for the new owner type.

   • Add Owner Type . Click this button to add the new owner type.

5. Click Save Changes.
   This adds the new owner type to the list. 

See Also

• Add a New Project
• Add and Edit General Project Information
• Create Custom Portfolio Reports