Overview

The Active Projects section on the Procore Settings page controls which of your Procore projects inBuild's AI considers when processing invoices. If a project is not marked as active, inBuild will not attempt to match incoming invoices to that project. You can also configure a default assignee (and optionally a default label) for each project so that new invoices matched to that project are automatically routed to the right person.

Activating or Deactivating a Project

Marking a project as active tells inBuild's AI to include it when determining which project an incoming invoice belongs to. Deactivating a project excludes it from AI processing but does not delete any data.

1. Navigate to Settings → Procore.

2. Scroll down to the Active Projects section.

3. Locate the project you want to update. Use the Search projects... field to filter by name if needed.

4. Toggle the Active Status switch in that project's row. A purple switch means the project is active; a gray switch means it is inactive.

Filtering the Project List

You can narrow down the list of projects using the search field and the status filter.

1. Enter a project name in the Search projects... field to filter by name.

2. Open the filter dropdown next to the search field and choose one of the following options:

   • All Projects — shows every project in your Procore company.

   • Active Only — shows only projects that are currently active in inBuild.

   • Inactive Only — shows only projects that are currently inactive in inBuild.

Setting a Default Assignee for a Project

A default assignee is the team member who will automatically be assigned to new invoices matched to a given project. This saves you from manually assigning invoices after they are processed.

1. Navigate to Settings → Procore and scroll to Active Projects.

2. Locate the project you want to configure.

3. Click the Default Assignee dropdown in that project's row.

4. Select a user from the list. To remove a previously set assignee, select the None option.

Setting a Default Label for a Project

If your company has invoice labels enabled, a Default Label column appears in the table. A default label is automatically applied to new invoices matched to that project.

1. Navigate to Settings → Procore and scroll to Active Projects.

2. Locate the project you want to configure.

3. Click the Default Label dropdown in that project's row.

4. Select a label from the list. Each label displays its color and name. To remove a previously set label, select No label.

Using the Expanded View

The compact table in the settings page shows five projects per page. For companies with many projects, the expanded view provides a larger table with more room to review and configure defaults.

1. Click the expand icon (double-arrow icon) in the top-right corner of the Active Projects card.

2. A full-screen Project Configuration dialog opens, showing ten projects per page.

3. Use the search field and filter dropdown at the top of the dialog to find specific projects.

4. Configure Default Assignee, Default Label, and Active Status the same way as in the compact view.

5. Close the dialog by clicking the X button or clicking outside the dialog. All changes are saved automatically.

Frequently Asked Questions