Project Admin Tool - Tutorials

Configure a Project Configure General Settings: Project Admin Add and Remove Project Tools Change a Project's Stage of Construction Change a Project's Status to Active or Inactive Change the Name of a Procore Project Change the Project Address Edit Project Bidding Configuration Enable or Disable the DocuSign® Integration on a Procore Project Set the Project Type Set the Project Working Days Update General Project Information Upload a Project Logo Work Breakdown Structure Getting Started Create Your Project's Work Breakdown Structure  Manage Custom Segment Items Add Segment Items to a Project Edit Segment Items on a Project Delete Unused Segment Items from a Project Import Segment Items with the Procore Imports App Import Segment Items into your Project Level Admin Tool (Procore Imports) Request to Import Segment Items for WBS Manage Default Segments Cost Codes Assign Cost Codes to Sub Jobs Copy Company Cost Codes to a Project Sub Jobs Add 'Sub Job' Segment Items to a Procore Project Assign Project Cost Codes to Sub Jobs Delete Sub Jobs from a Project Edit Sub Jobs on a Project Set the Project Budget Code Structure Add Custom Segments to the Project Budget Code Structure Arrange the Project Budget Code Structure Copy Company Segments to a Project Remove Segments from the Project Budget Code Structure Other Tasks Export Segments to CSV Manage Classifications Enable Classifications on a Project Manage Equipment Add Equipment Manage Locations About Locations Create Locations Generate Locations From Drawings Manually Create Tiered Locations Import Locations Using the Procore Plug-In for Revit® Download the Procore Plugin to Import Locations from Revit® Perform a Multi-tiered Locations Import (Procore Imports) Request a Multi-tiered Locations Import Manage Locations Add Tiered Locations to a Project Allow or Disallow Users to Create Locations within a Tool Assign an Office Location to a Project Delete Tiered Locations from a Project Edit Tiered Locations Export Locations Filter Locations Generate and Print QR Codes for Locations Search Locations View Item Locations View Locations View Locations Heat Map

Manage Programs Add a Project to a Program Assign a Project to a Different Program Remove a Project from a Program Manage Spec Sections Add Spec Sections to the Admin Tool Delete Spec Sections from the Admin Tool Edit Spec Sections in the Admin Tool Import Spec Sections to the Admin Tool Manage Sub Jobs with WBS Add 'Sub Job' Segment Items to a Procore Project Assign Project Cost Codes to Sub Jobs Delete Sub Jobs from a Project Edit Sub Jobs on a Project Enable Sub Jobs on Projects for WBS Manage Timesheets Import a Unit Quantity Based Budget for Timesheets Set Up a Labor Budget to Actual Report for the Timesheets Tool Delete Budgeted Labor Hours and Budgeted Production Quantities Manage Users Allow or Disallow Users to Create Locations within a Tool Copy People From One Project to Another Manage Webhooks Configure Project Webhooks Project Closeout Close Out a Project