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Procore Support (en-au)

Add a Project to a Project Group

Objective

To add a project to a project group (also referred to as a project group) that has been created in your company's Procore account.

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 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
      AND
      'Read-Only' level permission or higher on the project's Project Groups tool. 
  • Requirements:
    • 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. 

Prerequisites

Demo

select-project group.gif

Image content may not accurately reflect the current state of the system and/or it may be out of date.

Steps

  1. Navigate to the project's Admin tool.
  2. Scroll down to 'Advanced Project Settings.' 
  3. Select an item from the Project Group drop-down list.
    Note: The selections in this list are typically created by your company's Procore Administrator. See Add Project Groups.
  4. Click Update to save.

 

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