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Add a Project to a Program

Objective

To add a project to a program that's been created in your company's Procore account.

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 constructions 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 projects to programs, 'Admin' level permission on the project's Admin tool.
    • To view programs, 'Read-Only' level permission or higher to the Programs tool and access permission to the project. 
  • Prerequisites:
  • Requirements:
    • A project an only be associated with one (1) program. It cannot be assigned to multiple programs. 
  • Additional Information:
    • To see which projects are currently assigned to a program, navigate to the company's Admin tab and click the "+" icon to the right of the program name. The "Projects Assigned to this [program name]" section will appear with a list of assigned projects.
    • When you add a new program, it will only show up in your Company level Programs tab once a project has been associated with that program. 

Steps

  1. Navigate to the project's Admin tool.
  2. Scroll to the 'General Project Settings' area.
  3. Select an item from the Program drop-down list.
    Note: If there are no programs in the list, one can be added. See Add Programs.

    add a project to a program.png
     
  4. Click Update at the bottom of the page to save your changes.

See Also

 

 


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Last modified
09:38, 12 Aug 2016

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