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Activate a Project

Objective

To change a project's status using the Project level Admin tool.

Background

A Procore project in your company's Procore account can be placed in one (1) of two (2) statuses:

  • Active. Indicates the project is in-progress and in an active state. Project actions for administrators and end users are available. This is the default state of a new Procore project (see Add a New Project).
  • Inactive. Indicates the project is NOT active. Use this status to indicate that work on the project has been temporarily or permanently suspended. Inactive projects are visible to users in the company's Portfolio tool (see View Inactive Projects in the Company Portfolio). Marking a project as inactive also stops most of the project's automatic email notifications (but NOT all email notifications). Note: Users with the appropriate permissions to the project's Procore tools can also make changes to inactive projects. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Additional Information:
    • When you create a project in Procore (see Add a New Project), the system places it in the Active status by default. 

Steps

  1. Navigate to the project's Admin tool.
    This reveals the Admin page. 
  2. Choose from the following:
    1. To activate a project:
      Place a checkmark in the Active Project box.
      Note: When you create a new project in Procore (see Add a New Project), it is placed in the Active state by default.

      OR
    2. To deactivate a project:
      Remove the checkmark from the Active Project box. 
      Note: The checkbox must be cleared in order to place the project in the Inactive status. 


       
  3. Scroll to the bottom of the page.
  4. Click Update.
    The 'Project Settings Changed' banner appears to confirm the action.

 

 

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