Create a Site Team (iOS)

Objective

To create a site team using the Procore app on an iOS mobile device.

Background 

Laborers on job sites are managed into groups called site teams so they can be more easily scheduled, dispatched and organized on job sites. Each site team consists of workers who perform one or more scope of work (e.g. a site team of concrete workers) and is lead by a Site Team Lead or Foreman, who is responsible for the site team’s work.

Things to Consider 

• Required User Permissions:
  • ‘Standard’ or 'Admin' level permissions on the project's Site Teams tool.

• This action can be performed in offline mode (i.e. when an active network connection is not available on your mobile device). Tasks performed in offline mode will be synced with Procore once a network connection has been reestablished. 

Prerequisites 

• Add the Site Teams tool to the project. See Add and Remove Project Tools.
• Optional: Add a Worker (iOS)

Video

Steps

1. Navigate to the project's Site Teams tool using the Procore app on an iOS mobile device.
2. Tap the Create    icon.
   
3. Tap into the following fields to enter the appropriate information:
   • Site Team Name: Tap to enter a name for the site team.
   • Site Foreman: Tap the field to navigate to a list of team members from which you can select the site team's lead.
     Note: Site Teams will only show in the 'My Site Teams' view if you are selected as the Site Foreman of those site teams.
   • Site Team Members: Tap the field to navigate to a list of team members from which you can add to the site team.
4. Tap Save. 

See Also

• Edit a Site Team (iOS)