Configure Settings: Project Admin

Objective

To configure settings for the project's Admin tool.

Background

The options in the Project Settings menu give you the ability to configure a variety of advanced settings for a project.

Things to Consider

Required User Permissions:
- 'Admin' level permissions on the Project level Admin tool.
  OR
- For many actions, 'Read Only' or Standard' permissions on the Project level Admin tool, AND one or more granular permissions. See Grant Granular Permissions in a Project Permissions Template for more information.

Steps

To learn about your options, click a link below:

Configure Project Settings
Tool Configuration
Permissions

Configure Project Settings

Under Project Settings, click a link to perform the following tasks:

Project Settings	Click this link...	To perform these tasks...
	General	Update General Project Information Enable ERP Job Cost Transaction Syncing on a Procore Project
	Active Tools	Add and Remove Project Tools
	Work Breakdown Structure ¹	Create Your Project's Work Breakdown Structure
	Working Days	Set Project Working Days
	Locations	Add Tiered Locations to a Project Edit Tiered Locations Delete Tiered Locations
	Spec Sections ²	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
	Locations	Add Tiered Locations to a Project Edit Tiered Locations Delete Tiered Locations from a Project
	Classifications	Enable Classifications on a Project
	Equipment	Add Equipment
	Webhooks	Configure Project Webhooks
	Unit Quantity Based Budget	Set Up a Labour Budget to Actual Report

¹ Cost code, cost type, and the optional sub job segment are part of Procore's Work Breakdown Structure. For the 'Sub Jobs' segment to appear, your company's Procore Administrator must enable the sub job feature. See Enable Sub Jobs on Projects for WBS.

² The 'Spec Sections' link only appears when the Project level Specifications tool is NOT an active tool on the project.

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

Tool Configuration	Click this link...	To perform these tasks...
	Home	Update the Project Home Settings
	Emails	Configure Advanced Settings: Emails
	Tendering	Edit Project Tendering Configuration
	Deficiency List	Configure Advanced Settings: Deficiency List
	Documents	Configure Advanced Settings: Project Documents

Permissions

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

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	Colour	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 a Procore Administrator or has been granted permissions to the Procore tools on this project using a permissions template (see What is a permissions template?). To change the user's permission level to this tool, see Manage Project Permissions Templates.