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Procore (en-CA)

Edit a Quick Deficiency Category at the Company Level

Objective

To edit a quick deficiency category at the Company level.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Admin tool.
  • Categories are only created for organizational purposes when managing and creating deficiency item templates. They will not affect how your Project level Deficiency List tool is organized.
  • Any templates or categories created at the Company level will have a key icon next to them.
  • Any categories edited at the Company level will be automatically updated on each Project the category or template is active on.

Steps

  1. Navigate to the Company level Admin tool.
    This reveals the Company Settings page.
  2. Under "Tool Settings," click Deficiency List.
  3. Click the field you want to edit.
  4. Enter the desired changes.
  5. Click outside of the field; your changes will automatically save.

See Also