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Add a New Project

Objective

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

Things to Consider

  • Required User Permission:
  • Prerequisites:
    • If your company is planning to use the Project level Bidding tool, complete the steps in Add Project Bid Types.
    • 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:
    • A user with 'Admin' permissions to the Portfolio tool is NOT permitted to create new projects unless privileges have been granted as described above. 
    • Procore projects cannot be deleted. However, you can change its status of Inactive. For instructions, see Change a Project's Status to Active or Inactive.

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears.
  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. 

  3. Depending upon how your company has opted to configure Procore, one of the following occurs:
    • If the project templates setting is disabled, the 'Create New Project' window appears. This is the most common configuration. Continue the next numbered step.
      OR
    • If your Procore Administrator requested that Procore enable the project templates setting, a 'Create a New Project' pop-up window appears. Select a template from the drop-down list. Then click Continue. The system displays the 'Create New Project' window. You can continue with the next numbered step.


       
  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.
    • Warranty Start Date. Select the start date for the construction contract warranty.
    • Warranty End Date. Select the end date for the construction contract warranty.
    • Parent Job. Select the name of the parent project in Procore from the list. In Procore, 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. To learn more, see What's the difference between a job, a parent job, and a sub job?
  5. Under Project Address, enter information as follows:  


     
    • Project Address. Enter the job site address.
      Notes:
      • If you have configured your company's account for the Procore+ Sage 300 CRE integration, do NOT enter commas (,) in the Project Address field.
      • The 'Project Address' and 'ZIP' fields are integrated with third-party services:
        • Dark Sky (Dark Sky). This service permits the display of 'Project Weather' information on the Procore project's Home page, as well as under the 'Observed Weather Conditions' information in the project's Daily Log Tool. 
        • Procore also uses a third-party service to automatically determine the County name. Since this is auto-determined, there is no data-entry for County in the Create New Project page. To change the County value, see Add or Edit General Project Information.
    • 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 project's Bidding tool will be enabled in Procore). These selections are created with the company's 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's 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 Directorytool, 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.
    • Bid Type. Select the bid type from the list. These selections are created with the company's Admin tool. See Add a Custom Bid Type.
    • Owner. Select the owner type from the list. These selections are created with the company's Admin tool. See Add a Custom Owner Type.
    • 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. 
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Last modified
11:12, 4 Aug 2017

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