- Get started
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Intro to Procore Admin part 1: Configure settings
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Navigating Procore (5min)
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Practice: Navigating Procore
- Company level Admin tool: Company settings
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Intro to the Company level Admin tool: Company settings
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Company settings: Classifications
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Company level Conversations settings (2min)
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Company settings: Expense allocations (optional)
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Manage general settings in the Company level Admin tool (4min)
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Company settings: Root cause analysis
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Add trades to the Company level Admin tool (3 min)
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Set up work breakdown structure in the Company level Admin tool (2min)
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Company settings: Cost codes and cost types
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Company level Admin tool: Company settings review
- Company level Admin tool: Project settings
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Intro to the Company level Admin tool: Project settings
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Add project dates to the Company level Admin tool (2min)
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Set up defaults in the Company level Admin tool (3min)
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Company level Project settings: Project fieldsets
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Add project roles to the Company level Admin tool (4min)
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Company level Admin tool: Project settings review
- Company level Admin tool: Tool settings
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Intro to the Company level Admin tool: Tool settings
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Create new configurable fieldsets in the Company level Admin tool (4min)
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Create new custom fields in the Company level Admin tool (3min)
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Edit and manage configurable fieldsets in the Company level Admin tool (3min)
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Edit and manage custom fields in the Company level Admin tool (4min)
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Company level Tool settings: Action Plans
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Company level Tool settings: Tendering
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Set up configurable budget views in the Company level Admin tool (4min)
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Company level Tool settings: Change management
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Configure Connection Manager settings in the Company level Admin tool (3min)
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Add a correspondence type to the Company level Admin tool (3min)
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Company level Tool settings: Estimating (optional)
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Create a form template in the Company level Admin tool (2min)
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Company level Tool settings: Incidents
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Company level Tool settings: Inspections
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Create meeting templates in the Company level Admin tool (3min)
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Company level Tool settings: Observations
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Create observation templates in the Company level Admin tool (1min)
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Create deficiency item templates in the Company level Admin tool (2min)
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Company level Tool settings: Submittals
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Company level Tool settings: Tasks
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Company level Tool settings: Tax codes [region specific] (optional)
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Company level Admin tool: Tool settings review
- Final exam
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Procore Admin part 1: Configure settings - Final Exam
- Course conclusion
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Procore Admin part 1: Configure settings - Conclusion

Procore Admin part 1: Configure settings --- EN-CA
Learn how to configure all the necessary settings in the Company level Admin tool.
Welcome to the Procore Admin part 1: Configure settings certification! This course is designed to teach you how to effectively configure your Company level Admin tool settings as a Procore Admin.
By the end of this course, you will be able to configure all the necessary settings in the Company level Admin tool.