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Portfolio: Introducing the Project Creation Assistant

Published: March 6, 2018
Last Updated: April 4, 2018

Features

Introducing the new Project Creation Assistant! You can now create projects consistently and efficiently across your company. Configure the project toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow.

Example

Now, when you click the Create Project button in the Company level Portfolio tool, the new Project Creation Assistant appears. To learn more, see Add a New Project. If your company has enabled the Company level ERP Integrations tool, this update also affects the project creation process for these integrated ERP systems by allowing you to send your project data to the ERP Integrations tool so an accounting approver can accept the project data for export from Procore: Add a Procore Project to QuickBooksAdd a Procore Project to Sage 300 CREAdd a Procore Project to Spectrum, and Add a Procore Project to Viewpoint Vista

project-details-gen-info.png

 

See Also

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