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Procore

Create a Crew

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Objective

To create a crew in the Crews tool.

Background

Laborers on job sites are managed into groups called crews so they can be more easily organized. Each crew consists of workers who perform one or more scope of work (such as a crew of concrete workers) and is lead by a Crew Lead, or Foreman, who is responsible for the crew’s work.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permissions on the project's Crews tool.
       Note
      • To see workers added to a specific project:
        • 'Read Only' level permissions or higher on the project's Crews tool.
          OR
        • 'Standard' level permissions or higher on the project's Crews tool AND 'Read Only or 'Standard' level permissions on the project's Directory tool with the 'Create Contacts' granular permission enabled on your permission template.
      • To see all workers across all projects, 'Standard' level permissions or higher on the project's Crews tool, 'Read Only' or above on the Company Directory tool, and the configure setting "Can company employees be tracked on all projects?" enabled in the Company level Timesheets tool.
  • Additional Information:

    • To create a crew, you must select one (1) employee as the crew lead and at least one (1) employee or worker as a crew member. 

Prerequisites

Video

 

Steps

  1. Navigate to the project's Crews tool.
  2. Click +Create. Then select Create Crew from the drop-down menu.
    create-new.png
  3. In the 'Select Crew Members and Crew Lead' window, do the following:
    1. Mark the checkbox(es) next to each employee and worker that you want on the crew. You can select multiple crew members.
       Note
      If you want Employee IDs to appear under employee and worker names, you must enter it as described above in Prerequisites
       select-crew-members.png
    2. Optional: Mark the checkbox that corresponds to one (1) employee who will be the crew lead. Then click Set as Crew Leadset-crew-lead.png
  4. Enter the crew's name in the Name Your Crew box. You must name the crew. 
    name-crew.png
  5. Click Create.
    Procore adds the new crew to the Crews List.