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Procore

Configure Grouping for Project Archives

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Background

In the Project Archive tool, you can configure the grouping of data for various Procore tools when creating and editing archives. This enables you to categorize the data into sub-folders within the archive based on your selected grouping options. For example, you may want to group all your inspection items by location.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • If an item does not have a grouping option (e.g., you select 'Location' as the grouping option for the Inspections tool, but an Inspection item has a blank location field), that item will be included in a folder labeled 'Ungrouped' within your extract.

    • Grouping options are not available for the following Procore tools:

      • Change Events

      • Change Orders

      • Directory

      • Models

      • Prime Contracts

Manage Grouping

You can group data by clicking the Group By button in the project level Project Archive tool.

  1. In the Procore tool, click the Group By button to see the available grouping options for a Procore tool.

  2. You can apply one or more grouping options to your tool's data.
    The data is grouped based on the grouping options, and the grouped data is only visible in the archive file.

Grouping Options by Tool

Procore Tool

Grouping Option(s)

Action Plans

Location, Type

Bidding

Status

Correspondence

Location, Type

Daily Log

Created Month

Documents

Folder

Drawings

Set Name, Discipline

Emails

Created Month

Forms

Template Name

Incidents

Incident Month, Recordable

Inspections

Location, Type, Trade, and Template Name

Meetings

Series

Observations

Location, Type, Trade, and Created Month

Photos

Year/Month Taken, Album

Prime Contract Invoices

Contract, Status

Punch List

Location, Type, Trade, and Created Month

Purchase Orders

Company

RFI

Location, RFI Stage, and Responsible Contractor

Specifications

Division

Subcontractor Invoices

Billing Period, Company, and Status

Subcontracts

Company

Submittals

Spec Section, Location, and Type

See Also