Company-Level Resources

Company-level Resources

Projects

Client Accounts (Companies) have one or more Projects where project management activities occur. Sometimes, a Project in Procore may be referred to as a Job. Projects are managed on the Porfolio page at the Company level. See Portfolio for additional information.
API Endpoints: Projects

Company Directory

The Company-level Directory tool lets you create, import, and store an unlimited number of contacts in Procore. See Directory for additional information.

Users (Contacts/Person)

In Procore, a person is a record that can be created to represent either a Procore User or a Vendor/Company Contact.

  • A Procore User is a person who will be logging into your organization's Procore account so they can enter and modify information in your company's Procore account.
  • A Vendor/Company Contact is a person who will NOT be invited to log into your company's Procore account for the purpose of entering data in the Procore application. Examples of Vendor/Company Contacts include subcontractors, suppliers, vendors, or other contacts for third-party business entities.

Both Users and Vendor/Company Contacts are added to Procore the same way. The only difference between the two is whether or not you choose to invite a person to log into Procore. Note that if you add a user to the Project Directory they will also be created in the Company Directory. See Add a Person to the Company Directory for additional informtion.
API Endpoints: Users

Vendors

The Company Level has a directory containing Vendors, also known as Directory Companies. Not to be confused with Client Accounts, a Vendor represents a record that is created for subcontractors, suppliers, vendors, and other entities who are doing business with your organization. It contains important address, contact, project, bidding, and insurance information that gives you a snapshot view of that entity, and makes it easier to communicate with the people working for the company. See Add a Company to a Company Directory for additional information.
API Endpoints: Company Vendors

Vendor Insurance

In Procore, an Insurance Manager is an internal employee at your company who serves as your organization's primary point of contact for ensuring that the insurance policies for your vendors (e.g., contractors, subcontractors, and other vendors) are in compliance with liability requirements, and that their policy and certificate information is kept up-to-date in Procore. Insurance information for your vendors can be added and maintained in Procore's Company and Project level Directory tools. The responsibilities of an Insurance Manager include:

  • Adding insurance policies for your vendors to the Directory tool
  • Receiving automated email notifications from Procore about expiring insurance policies for your vendors
  • Updating insurance policies as information changes
  • Removing insurance information for your vendors when the information is no longer relevant

See Add Insurance for a Vendor in the Company Directory for additional information.
API Endpoints: Company Vendor Insurances

Company Documents

Procore's Company-level Documents tool is the central repository for your organization's mission-critical documents. Designed to accelerate business efficiency, this tool minimizes the amount of time it takes to capture, distribute, and share documents with your team. Offering virtually unlimited storage space and a variety of markup and revision management features, you can ensure that your staff always has access to the most current document versions available. See Documents for additional information.
API Endpoints: Company Folders and Files

  • Company Folders - Folders in the Company Documents tool allow you to organize sub-folders or files within. See Create a Folder for additional infomation.
  • Company Files - Files include documents and images that are added to the root folder or other folders created in the Documents tool. See Upload Files into a Folder for additional infomation.

Cost Codes

The Company-level Admin tool includes a 16 Division Cost Code Structure that aligns with the CSI MasterFormat. You can add, edit, or delete the codes on this list. See Add and Edit Company Cost Codes for additional infomation.
API Endpoints: Cost Codes

Project Roles

A Project Role gives you the ability to create custom roles to be assigned to Directory Vendors and Objects to reflect your organization’s unique semantics for role-labeling. See Add Custom Project Roles for additional infomation.
API Endpoints: Project Roles

Programs

A Program is a group of related construction projects that provide your organization with benefits from managing projects as a group, over managing projects individually. See Add a Custom Program for additional infomation.
API Endpoints: Company Programs

Offices

Offices are used by companies with multiple corporate office locations that can be assigned to Projects. Their main use is to substitute the main Client Account’s Company name in the UI, in reports and pdf exports. See Add Office Locations for additional infomation.
API Endpoints: Company Offices

Project Stages

Project Stages assist with defining a project’s current phase/stage of construction. On top of the default values provided by Procore, you can add extra stages to a company to be later assigned to Projects. See Add a Custom Project Stage for additional infomation.
API Endpoints: Project Stages

Project Types

Project Types allow for more granular level of labeling your projects. See Add a Custom Project Type for additional infomation.
API Endpoints: Project Types

Trades

Trades are used to filter out vendors during the bidding phase. Trades are created at the company level and assigned to Company or Project Directory Vendors. See Add or Delete Trades for additional infomation.
API Endpoints: Trades