Configure Settings: Project Admin

Configure Project Settings

To learn about the options in the Project Settings menu, see the links below:

General Update General Project Information Enable ERP Job Cost Transaction Syncing on a Procore Project Active Tools Add and Remove Project Tools Cost Codes Edit and Add Project Cost Codes Change Cost Code Description at the Project Level Delete Project Cost Codes Working Days Set Project Working Days Locations Add Tiered Locations to a Project Edit Tiered Locations Delete Tiered Locations Sub Jobs Note: This link is only visible and available when the Sub Jobs feature is enabled. See Enable Sub Jobs. Add a Sub Job to a Procore Project Spec Sections Note: This link is only visible and available when the project's Specifications tool is NOT an active tool. Add Spec Sections to the Admin Tool Import Spec Sections to the Admin Tool Edit Spec Sections in the Admin Tool Delete Spec Sections from the Admin Tool Equipment Add Equipment Webhooks Configure Project Webhooks Unit Quantity Based Budget Set Up a Labour Budget to Actual Report Extracts View and Download Existing Extracts

Tool Configuration

To learn about the options in the Tool Configuration menu, see the links below:

Note: These options only appear if the corresponding tool is active on the project. See Add and Remove Project Tools

Home Update the Project Home Settings Emails Configure Advanced Settings: Emails Tendering Configure Advanced Settings: Tendering Deficiency List Configure Advanced Settings: Deficiency List Documents Configure Advanced Settings: Project Documents

Permissions

1. Click the Configure Settings  icon.
   Note: The Permissions Table page automatically opens.
2. Set the user's access permission level for the tool by clicking the icon in the desired column so a GREEN checkmark appears:

3. The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

   Icon	Color	Definition
   	GREEN	The user has been granted this access permission level to the tool.
   	RED	The user has NOT been granted this access permission to the tool.
   	GREY	The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permission template?). To change the user's access permission level, follow the steps in Manage Permission Templates.