When creating a project in Procore, its useful to know the difference between a job, a parent job, and a sub job.
In Procore, the term job is synonymous with project. To create a new project in Procore, see Add a New Project.
A parent job is a Procore project that has been designated as the 'parent' project for one or more related project(s) in Procore's Portfolio tool. You can designate any existing project in Procore as a 'parent job' when you add a new project or edit the related projects. See Add a New Project or Add and Edit General Project Information.
Note: A 'parent job, as it is defined above, is an informational link between related projects. It does NOT specify a parent-child relationship in Procore's project database. It has been designed to provide you with options to Filter the Projects List in the Portfolio Tool and to identify related projects in Procore's Reports tools.
Your company is a general building contractor who specializes in the development of master-planned communities. The full scope of your latest contract award is for a master-planned community, you plan to complete the project in four separate phases, and your company wants to manage each phase as a separate Procore project. For this scenario, you would add four new projects to Procore's Portfolio tool as follows.
- Project 1: Highlands Ranch—Phase I
1000 residential units, 1 rental office, 1 clubhouse, 1 parking structure, and 3 community pools
- Project 2: Highlands Ranch—Phase II
2000 residential units, 1 community pool, 1 parking structure, and 1 golf courses
- Project 3: Highlands Ranch—Phase III
1250 residential units, 2 community pools, 1 parking structure, and 2 restaurants
- Project 4: Highlands Ranch—Phase IV
1750 residential units, 2 community pool, 1 parking structure, and 1 golf course
When creating Projects 2, 3, and 4, you would designate Project 1 as the 'Parent Job'. This will associate the project's for the last three phases with the parent project.
For organizations that perform job cost accounting, you can also add sub jobs to Procore projects (see Add a Sub Job to a Procore Project). Important! It is important to note that, a sub job is NOT related to the Jobs and Parent Jobs concept described above.
Unlike the project-to-project relationship described in Jobs and Parent Jobs above, a sub job is best described as a portion of a Procore project that allows users to compartmentalize job costs within the project. Some reasons for creating a sub job in Procore include:
- To track buildings, floors, areas (and so on) as separate line items within the project budget.
- To track change orders as separate line items within the project budget.
- To track follow-up or finishing work for the project.
- You are a commercial building contractor building a multi-story office tower. You might want to add sub jobs to the project to track the costs for building out each floor.
- You are a federal construction contractor building a large healthcare & hospital campus with numerous specialty complexes on base (i.e., A Rehabilitation Center, a Family Birth Center, an Eye Institute, an Oncology Treatment Center, and a Robotic Surgery Complex). You might want to add sub jobs to track the progress and costs for each specialty building and/or complex.