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Procore Support (en-au)

Create a Site Team

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Objective

To create a site team in the Site Teams tool.

Background

Laborers on job sites are managed into groups called crews so they can be more easily organized. Each crew consists of workers who perform one or more scope of work (such as a crew of concrete workers) and is lead by a Crew Lead, or Foreman, who is responsible for the crew’s work.

Things to Consider

  • Required User Permissions:
    • ‘Standard’ or ‘Admin’ level permissions on the project's Crews tool.

Prerequisites

Video

 

Steps

  1. Navigate to the project's Crews tool.
  2. Click +Create in the top right corner.
  3. Click Create Site Team.
    create-new.png
  4. In the 'Select Crew Members and Crew Lead' window, mark the checkbox(es) that correspond to the worker that you want to add to the crew. 

     NoteS

    select-site team-members.png

  5. Select a Crew Lead by clicking the Set as Crew Lead button next to the employee’s name.
    Note: You cannot set a worker as a crew lead. 
    set-site team-lead.png

  6. Enter a name for your crew.
    name-site team.png

  7. Click Create.

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