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Procore

Assign a Project to a Different Project Group

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Objective

To assign a Procore project to one of your company's project groups.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
  • Additional Information:
    • To see which projects are assigned to the project group, click the "+" icon to the right of the project group name in the Company level Admin tool. 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 level Project Groups tool when you add a project to that project group. Therefore, if you remove all projects from a project group, you will no longer see it on the Project Groups homepage.
    • A user will only see the project group in the Project Groups tool if they have at least 'Read only' access to both the Project Groups tool and that project.

Steps

  1. Navigate to the project's Admin tool.
    This reveals the 'General Project Information' page.
  2. Scroll down to the 'General Project Settings' area.
  3. Choose from these options:
    • Select one of the listed programs from the Program drop-down list (Note: If you want to add selections to this list, see Add Programs). 
      OR
    • Select the blank option if you want to remove a project from a program.

      remove a project from a program.png
       
  4. Click Update.
    This saves your changes.

See Also