Add a Custom Project Stage
Objective
To add custom project stages to your Procore account that can be selected and used by all projects.
Background
By default, each Procore account has the following construction phases predefined as selectable options for defining a project's current phase/stage of construction: Bidding, Pre-Construction, Course of Construction, Warranty, and Post-Construction. You can create custom project stages to use if your company has its own unique set of construction phases.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Company level Admin tool.
- Additional Information:
- You cannot designate one of the other default project stages as a Bidding stage.
- If your organization's Procore account does NOT have Bid Management, the 'Bidding Stage' column will not show. Please reach out to your Procore point of contact for more information.
- You cannot delete a custom project stage if a project is currently assigned that stage.
- The custom project stages that you create below can be used for RFI prefix numbering. For details, see How do I configure a prefix and starting number for a project's RFIs?
Steps
- Navigate to the Company level Admin tool.
- Under 'Project Settings' in the sidebar, click Defaults.
- Click Create in the 'Stages' section.
- Enter a name for the project stage.
Optional: Mark the checkbox for 'Bidding Stage' to allow bidding during the project stage.
- Click Create.
Any custom project stages you added can now be selected in the 'Stage' section when creating a new project or editing an existing one. See Create a New Project or Update General Project Information.