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Procore (en-CA)

Create a Company Level Deficiency Item Template

Objective

To create deficiency item templates at the Company level.

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • Deficiency item templates created at the Company level will be dynamically added to all projects in the company.
    • Users with 'Admin' level permission to the Deficiency List tool can deactivate templates at the Project level if a certain template does not apply.

Steps

  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Deficiency List.
  3. Choose from these options:
    • To configure a deficiency item template for a category, do the following:
    • To apply a trade to an entire category, complete the following:
      • Trade. Next to the desired category, select the trade that you want to apply to all the Deficiency item templates in that category. Trades can be added to this list using the Admin tool. See Add a Custom Trade
      • When the 'Apply Trade to Category' box appears, click Continue to apply that trade to the all of the Deficiency item templates in that category. 
  4. Click Submit.

Next Steps

See Also