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.
- 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.
- Navigate to the project's Admin tool.
This reveals the 'General Project Information' page.
- Scroll down to the 'General Project Settings' area.
- Choose from these options:
- Select one of the listed project groups from the Project Group drop-down list (Note: If you want to add selections to this list, see Add Project Groups).
- Select the blank option if you want to remove a project from a project group.
- Click Update.
This saves your changes.