Skip to main content
Procore

New Project Setup

  1. Last updated
  2. Save as PDF

Purpose:  Properly configure new projects for handoff to project team.

ERP Integration:

  • Add project to procore.  Ensure correct template applied for the project client and type

Core Tools:

Admin:

  • Set Project Stage, dates, and value

Directory:

  • Add PM, APM, Superintendent (if known)
    • Assign roles to user
  • Bulk add vendors to the job (for manpower entries)
  • Create any unique distribution groups

Documents:

  • Upload Toolbox Talks (pc share>Marketing>Toolbox Talks)
    • Delete extra files in the "Concrete" file and the "Confined Space" file (I don't know whats happening)
  • Make sure that any folders that need to be private are private

Project Management:

Inspections:

  • Import company inspection templates
  • Create inspection schedules

Schedule:

  • Make sure the schedule is uploaded from the Procore drive if applicable
    • If % complete from mobile is desired:
      • Project Schedule Settings>Schedule Settings>Allow Schedule Tasks to be updated via the Procore mobile app

Daily Log:

  • Set default distribution
  • Onboard new superintendent

Workforce Management:

Timesheets:

  • Set the default lunch time to 30 minutes