Documentation
Everything you need to know about Construction Admin Helper. From getting started to advanced configuration.
Getting Started
Introduction
Welcome to the Construction Admin Helper documentation center: everything you need to master bulk actions in Procore!
How to login?
Step-by-step guide to accessing Construction Admin Helper.
User access & permissions
Understand the multi-layered security model that governs what you can see and do within the application.
Features - bulk export/import
Bulk Export/Import - GENERAL
General overview of the bulk export and import functionality for Procore items, including capabilities, process, limitations and best practices.
Bulk Export/Import - Submittals
Detailed guide for bulk export and import of submittals in Procore, including available fields, data types, and tool-specific limitations.
Bulk Export/Import - Correspondence Items
Detailed guide for bulk export and import of Correspondence Items in Procore, including available fields, data types, and tool-specific limitations.
Bulk Export/Import - Inspections
Detailed guide for bulk export and import of Inspections in Procore, including available fields, data types, and tool-specific limitations.
Bulk Export/Import - Observations
Detailed guide for bulk export and import of Observations in Procore, including available fields, data types, and tool-specific limitations.
Bulk Export/Import - Punch Items
Detailed guide for bulk export and import of Punch Items in Procore, including available fields, data types, and critical warnings regarding assignees and statuses.
Bulk Export/Import - Project data
Comprehensive guide for managing your project portfolio data in bulk.
Bulk Update - Project Tools activation
Advanced guide for managing tool activation and deactivation across your entire portfolio in Procore.
Other functionnalities
Submittal Log Report Extract
Learn how to generate a comprehensive, structured Excel extract of all submittals, files, and revision history for your project.
Bulk Update Meeting Attendees
Learn how to quickly add, update, or remove attendees across multiple meetings or entire meeting series in Procore.
Bulk Update - Submittal Workflows
Mass update of submittal workflows across a project or a selection of submittals.
Archive Inspection Templates
Learn how to clean up your inspection lists by archiving templates at the Project or Company level.
Export Inspection Templates
Generate a structured Excel workbook containing the full details, questions, and response sets of all your inspection templates.
Config & Fieldsets Export
Extract a complete technical map of your Procore company configuration, including fieldsets, custom fields, and technical IDs.
General topics
Technical User
Understand the benefits, setup process, and governance of using a Procore Service Account for bulk actions.
Notifications
Understand the automated email notification system that confirms your actions and archives your data.
Multi-select values
How to manage fields with multiple selections, such as distribution lists or multi-select custom fields.
Support
Bug management
How to handle technical issues, report bugs, and check system availability.
History & Statistics
Information regarding historical logs, action tracking, and available usage statistics.
Custom services
Tailored custom solutions and advanced actions for specific Procore data management needs.