Add a Custom Project Group

Objective

How to add project groups to better organise your projects.

Background

A project is a construction effort with a defined start and end date with specific goals and objectives that, when obtained, signify completion of the project. A project group is a group of related construction projects that provide your organization with benefits from managing projects as a group, over managing projects individually. There are countless ways to organise your company's projects into project groups, such as:

Region. For example, you might create project groups for the four (4) regions of the U.S., such as 'Northeast', 'Midwest', 'South', and 'West.'
Sector. For example, you might create project groups for the different construction sectors, such as 'Buildings', 'Infrastructure', and 'Industrial.'
Project Management. For example, you might create project groups for 'Internal Projects' and 'External Projects'.

Things to Consider

Required User Permission:
- To add project groups, 'Admin' on the company's Admin tool.
  OR
- To view project groups, 'Read-Only' or higher on the company's Project Groups tool.
  AND
  - In order to view a project that is associated with a project group, you must be granted access permission to that project.
Prerequisites:
- The Project Groups tool must be enabled by Procore. See Request to Enable the Project Groups Tool below.
Additional Information:
- There is no limit to the number of project groups you can create.
- You cannot delete a project group from this list when it is assigned to one (1) or more projects in your company's Procore account.

Demo

Steps

Request to Enable the Project Groups Tool
Add Project Groups

Request to Enable the Project Groups Tool

To enable the Programs tool in Procore, a user with 'Admin' level permissions to the company's Admin tool must submit a request to your Procore point of contact or send an email to: support@procore.com.

Add Project Groups

After the Project Groups tool is enabled, do the following:

Navigate to the company's Admin tool.
Under 'Project Settings,' click Defaults.
Scroll to the Project Groups section.
Do the following:
- Program Name. Enter a name for the new program. It is recommended that you create short, unique names (Note: The names that you enter here will appear in the Programs tool. See Programs).
- Add Project Group. Click this button to add the new project group.
Repeat the step above for each project group.
Click Save Changes.
Note: If you want to add information to the program, you must edit the program. See Edit Program Information.

Next Steps

Edit Project Group Information