Add a Custom Program

Objective

How to add programs (i.e. project groups) to better organize your projects.

Background

A project is a construction effort with a defined start and end date with specific goals and objectives that, when obtained, signify completion of the project. A program is a group of related construction projects that provide your organization with benefits from managing projects as a group, over managing projects individually. There are countless ways to organize your company's projects into programs, such as:

Region. For example, you might create programs for the four (4) regions of the U.S., such as 'Northeast', 'Midwest', 'South', and 'West.'
Sector. For example, you might create programs for the different construction sectors, such as 'Buildings', 'Infrastructure', and 'Industrial.'
Project Management. For example, you might create programs for 'Internal Projects' and 'External Projects'.

Things to Consider

Required User Permission:
- To add programs, 'Admin' on the company's Admin tool.
  OR
- To view programs, 'Read-Only' or higher on the company's Programs tool.
  AND
  - In order to view a project that is associated with a program, you must be granted access permission to that project.
Prerequisites:
- The Programs tool must be enabled by Procore. See Request to Enable the Programs Tool below.
Additional Information:
- There is no limit to the number of programs you can create.
- You cannot delete a program that is assigned to one (1) or more projects.

Request to Enable the Programs Tool

To enable the Programs tool in Procore, a user with 'Admin' level permissions to the company's Admin tool must submit a request to your Procore point of contact or send an email to: support@procore.com.

Add Programs

After the Programs tool is enabled, do the following:

Navigate to the company's Admin tool.
Under 'Project Settings,' click Defaults.
Scroll to the Programs section.
Click Create.
Enter a name for the program.
Click Create.
Repeat the step above for each program.
Note: If you want to add information to the program, you must edit the program. See Edit Program Information.