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Procore

Create a New Project

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Objective

To add a new project to your company's Procore account using the Portfolio tool's Project Creation Assistant. 

Background

The Project Creation Assistant gives you the ability to quickly create Procore projects and efficiently upload key project documents.

Steps

Launch the Project Creation Assistant

  1. Navigate to the company's Portfolio tool.
  2. Click Create Project.
    This launches the Project Creation Assistant. 

Add Project Details  

  1. Under Project Information, complete the following information as necessary:
    Note: An asterisk (*) below indicates a required field. 

    • Template. Choose a project template from the list.

    • Name*. Enter a name for the project. This is a required field.

    • Estimated Value*. Enter the anticipated project value upon completion. Enter a value to the nearest whole number. For example, if your project's estimated value is $18 million dollars, enter $18,000,000.00 in the box.

    • Start Date*. This represents the date that the project will start and also will be used to calculate construction volume.

    • Completion Date*. Select the anticipated project completion date. Once the project has begun, you can compare this field against the actual finish date.

    • Stage. Select a project stage from the list.

    • Type. Select a project type from the drop-down list. 

    • Project Number. Enter a unique project ID or number to differentiate it from other company projects.

    • Description. Enter a brief project summary.

    • Active. Click the toggle to the ON position to set the project to Active, or click the toggle to the OFF position to set the project to Inactive.

  2. Under Project Location, complete the following information as necessary:
    Note: An asterisk (*) below indicates a required field. Some fields might not appear, and different fields might be marked as required in your company's account if it has been customized.

    • Country*. Select the country from the drop-down list. 

    • Timezone*. Choose the correct time zone for the project from the drop-down list. This time zone will determine time stamps on items in the project.

    • Address. Enter the address for the project's job site.

    • City. Enter the full city name for the project. 
      Note: Do not abbreviate the city name. 

    • State. Select the state for the project from the drop-down list.

    • Zip. Enter the ZIP/postal code for the project.

  3. Under Advanced, complete the following information as necessary:

    • Departments. Select one or more departments who have responsibility for the project. 

    • Program. Select the program to classify your project under. ​

    • Budge Code. Find in TM1.

    • MCU#. Find in SAP

    • SAP Job Notification. Find in SAP.

  4. Click Create Project.

Update Directory

  1. Make sure Directory is highlighted.
  2. Add contacts and companies from the Company Directory to your Project Directory as follows: 
    • If your project is based on an existing project template, you can add all of the companies and employees for those companies by clicking Select All in the drop-down menu. 
    • To add a company from Procore's Company Directory and all of that company's employees, begin typing the company name. When the system finds the appropriate match, select the company from the list. This adds both the company and people to the Project Directory.
    • To add a person, begin typing the person's name. When the system finds the appropriate match, select that person from the list:
      Notes:
      • If you want to remove a company or a person, click the delete icon-permissions-no-access-x.png icon across from the company or person.
      • If you want to remove all companies or people, click Clear All in the drop-down menu. 
  3. For each person that you have selected to add, complete the following:
    • Permission Template. Select the desired permission template from the list or choose 'Apply a Template Later.' 
      Important!       This is a required setting for all of the users that you intend to add. 
    • Project Role. Select the project role for the user. The selection you make here will list the person for each selected role on the project's Home page. 
  4. Click Next.
    A GREEN banner appears at the top of the page to confirm the number of companies and people added.