Support Home > Products > Procore > Procore User Guide > Company Level > Portfolio > Tutorials > Add a New Project

Add a New Project

Objective

To create a new construction project in Procore using the Portfolio tool. 

Things to Consider

  • Required User Permission:
  • Prerequisites:
    • If your company is planning to organize its projects in the company's Programs tool, complete the steps in Add Programs.
    • If your company uses a classification system to organize your projects by type , complete the steps in Add a Custom Project Types.
    • If your project has a logo that you would like to display in the Procore application and reports, ensure that you have a logo image ready to upload. You can also upload it at a later time. See Upload a Project Logo.

      Notes:

      • ​​For best results, always resize the logo image to 200 x 70 pixels (width x height) and save it in the GIF, JPG, or PNG format before you upload it. 
      • To resize your logo image, open the logo file in a raster-based image editor (i.e. Paint, Paint.NET, Photoshop, etc.). Next, save a copy of the logo as an image file to your computer. Then adjust the image size to 200 x 70 pixels.
  • If your company has enabled the ERP Integrations tool:
  • Limitations:
    • Users with 'Admin' permissions to the Company level Portfolio tool are NOT allowed to create new projects unless privileges is granted as described above. 
    • Once you create a project, you cannot delete it. Instead, you will need to Deactivate a Project.

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 


     
  2. Click Add New Project

    Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 


    This opens the Create a New Project window. 
  3. Choose from these options in the Create a New Project window:
    • If this is the first project that you are creating in your company's Procore account, choose 'Do Not Apply a Template.' Then click Continue.
      OR
    • If your Procore Administrator has requested to enable the project templates, select an existing project to use as the template. Then click Continue. 



       
  4. Under Project Setup, enter the information shown below. If you selected a company template, see your company's Project Manager for data entry assistance.
    • Project Name: Enter the project name. This is the street address or construction project name. It displays in a variety of places, including the project's PDF and CSV outputs and custom reports. It also appears as a selection in the Select a Project drop-down menu in Procore's top navigation bar.
    • Active Project?: Place a check mark in this box to classify the project as Active (recommended) or clear the box to classify it as Inactive. Procore interprets Inactive projects as complete or obsolete, so users will NOT be able to select them using the Select a Project menu. However, users will be able to filter Active or Inactive projects when using the Portfolio tool.
    • Project ID/Number: Enter a unique project ID or number to differentiate it from other company projects. This number appears in front of the name in the Select a Project menu in the top navigation bar.
    • Project Description: Enter a brief project summary.
    • Square Feet: Enter the project's square footage.
    • Job Phone: Enter in the main contact phone number of the job site. Team members will be able to see this phone number and use it if desired.
    • Job Fax: Enter the onsite fax number here (if available). This gives team members the ability to see and use the project's fax number when needed. 
    • Estimated Start Date: Enter the anticipated start date. Later, you can compare this date with the actual start date. The "Actual Start Date" field will inherit this values unless a project schedule is uploaded. 
    • Estimated Completion Date: This field is intended to be used to estimate the start and completion date on the project. Once the project has begun, you can compare this field against your actual finish date.
  5. Under Project Address, enter information as follows:  
    • Project Address. Enter the job site address.
      Notes:
      • The 'Project Address' and 'ZIP' fields are integrated with the Weather Underground (wunderground.com) service. These entries allow the service to display 'Project Weather' information on the Procore project's Home page, as well as under the 'Observed Weather Conditions' information in the Daily Log tool. 
      • If you will be integrating Procore with Sage 300 CRE, do not use commas (,) in the Project Address field.
    • City. Enter the full city name (Note: Do not abbreviate the city name). 
    • Country/State. Select the country and state from the drop-down list. 
    • ZIP: Enter the ZIP code.
    • Timezone: Choose the correct time zone for the project. This time zone will determine time stamps on items in the project.
  6. Enter the following information under General Project Settings


     
    • Project Stage: Select a project stage from the list. Depending on your selection, additional Procore features may be enabled (e.g., if you select the Bidding stage, the Bidding tool is enabled). These selections are created with the company-level Admin tool. See Add Custom Project Stages to Your Company.
    • Office: Choose the office that is managing this project.
    • Project Type: Select a project type from the drop-down list. These selections are created with the company-level Admin tool. See Add a Custom Project Type.
    • Project Flag: Select a color for the project flag from the drop-down list. This flag displays next to the project in the Portfolio tool to help you visually organize your projects (e.g., you might want to flag internal projects as RED and commercial projects as GREEN). 
    • Departments: Select one or more departments who have responsibility for the project. These departments appear in the Timecard and Directory tool, and may also appear in other Procore tools depending on your company's specific configuration. These selections are created with the company's Admin tool. See Custom Company Projects.
    • Program: Select the program under which to classify your project. You can view your projects by program with the Programs tool. ​These selections are created with the company's Admin tool. See Create Company Programs.
    • Region. Select the region into which you want to classify your project. You can view projects by program with the Portfolio tool. These selections are created with the company's Admin tool. See Add Project Regions.
  7. Click Create Project.
    The Confirm Project Creation window appears.
  8. Click Confirm to acknowledge the create action.
    This reveals the <Project Name> - Active Tabs window.
  9. Place a checkmark next to the Procore tools to make active on the project.
  • To select specific tabs, place a checkmark in the desired box. 
  • To select all tabs, place a checkmark in the Select All box at the top of the far-right column. 
  • To specify the order of the tools, grab the tool by the hamburger (≡) button and use a drag-and-drop operation to place it in the desired postion.
  1. Click Add Tools To Project.
    The system creates the project and redirects you to the new project's Home page. 
You must to post a comment.
Last modified
09:07, 20 Apr 2017

Tags

Classifications

This page has no classifications.