Add Project Groups

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:

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings,' click Defaults.
  3. Scroll to the Project Groups section.
  4. 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. 

  5. Repeat the step above for each project group.
  6. Click Save Changes.
    Note: If you want to add information to the program, you must edit the program. See Edit Program Information.

Next Steps