Skip to main content
Procore

Create a Crew

Also available on      

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

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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, add a crew lead as follows:
    • Highlight All Employees in the left pane. 
    • Mark the checkbox that corresponds to the one (1) employee who will be the crew lead.  You can only select one (1) crew lead. 
    • Click Set as Crew Lead
       Note
      If you want Employee IDs to appear under employee and worker names, you must enter an Employee ID as described above in Prerequisites
      set-crew-lead.png
  4. Mark the checkbox(es) next to each employee and worker that you want on the crew. You can select multiple crew members. 

    select-crew-members.png
  5. Enter the crew's name in the Name Your Crew box. You must name the crew. 

    name-crew.png
  6. Click Create.
    Procore adds the new crew to the Crews List. 

See Also

 

If you would like to learn more about Procore's crew management software and how it can help your business, please visit our construction crew software product page .