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Procore

Add a Project to a Project Group

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Objective

To add a project to 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

Steps

  1. Navigate to the project's Admin tool.
  2. Scroll down to 'Advanced Project Settings.' 
  3. 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.
  4. Click Update to save.

See Also