Add a Project to a Project Group
To add a project to a project group that has been created in your company's Procore account.
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 Permissions:
- To add projects to project groups, 'Admin' level permission on the project's Admin tool.
- To view project groups, Access permission to the project
'Read-Only' level permission or higher on the project's Project Groups tool.
- A project can only be associated with one (1) project group. It cannot be assigned to multiple project groups.
- Additional Information:
- To see which projects are currently assigned to a project group, navigate to the company's Admin tool. Then click the "+" icon to the right of the project group name. The "Projects Assigned to this [project group name]" section will appear with a list of assigned projects.
- When you add a new project group, it will only show up in your company's Project Groups tool once a project has been associated with that project group.
- To add a project to a program, you must create at least one (1) program in Procore. See Add Programs and Edit Program Information.
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- Navigate to the project's Admin tool.
- Scroll down to 'Advanced Project Settings.'
- Select an item from the Program drop-down list.
Note: The selections in this list are typically created by your company's Procore Administrator. See Add Programs.
- Click Update to save.