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Procore (en-CA)

Configure Tool Settings from the Company Admin Tool

Objective

To perform configuration tasks using the options in the Tool Settings sidebar on the Company level Admin tool.

Background

The Tool Settings area in the Company level Admin tool's sidebar lets you configure a variety of options for the project tool's being used with your company's Procore account. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Company level Admin tool.

Tasks

  1. Navigate to the Company level Admin tool.
    This reveals the Admin page.
  2. Under Tool Settings, click a link to perform the following tasks:

    Tool Settings Click this link… To perform these tasks…

    tool-settings.png
    Tendering Add a Custom Tender Type
      Set the Default Company Tendering Configuration
    Budget Set Up a Budget View for Custom Reporting
      Delete a Budget View
      Edit an Existing Budget View
      Set up a New Budget View
    Change Management Set the Default Change Management Configurations
    Communications Create a New Communications Type
      Edit a Communications Type
    Directory Create New Configurable Fieldsets
    Daily Log Create New Configurable Fieldsets
      Create New Custom Fields
    Forms Create a Company Level Form Template
      Delete a Company Level Form Template
    Incidents Create New Configurable Fieldsets
      Create New Custom Fields
    Inspections Create New Configurable Fieldsets
    Meetings Configure Meeting Templates
      Create a Meeting Template
      Delete a Meeting Template
      Edit a Meeting Template
    Observations Add Company Level Observation Types
      Create a Company Level Observation Template
      Create New Configurable Fieldsets
      Create New Custom Fields
      Delete Observation Types
      Edit Observation Types
    Deficiency List Create a Company Level Deficiency Item Template
      Create New Configurable Fieldsets
      Create New Custom Fields
      Delete a Company Level Deficiency Item Template
      Create a Quick Deficiency Category at the Company Level
      Delete a Quick Deficiency Category at the Company Level
      Edit a Quick Deficiency Category at the Company Level
    RFIs Create New Configurable Fieldsets
    Submittals Create Custom Submittal Log Statuses
      Create Custom Submittal Types
    Tasks Add Task Categories
      Delete Task Categories
      Mark a Task Category as Inactive
    Tax Codes Configure Tax Code Settings
    Time Tracking Manage Time Tracking Settings

     

See Also