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:
- 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
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Steps
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.