Create a Site Team

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Objective

To create a site team in the Site Teams tool.

Background

Labourers on worksites are managed into groups called site teams so they can be more easily organised. Each site team consists of workers who perform one or more scope of work (such as a site team of concrete workers) and is lead by a Site team Lead or Foreman, who is responsible for the site team’s work.

Things to Consider

Prerequisites

Video

 

Steps

  1. Navigate to the project's Site teams tool.
  2. Click +Create. Then select Create Site team from the drop-down menu.
    create-new.png
  3. In the 'Select Site team Members and Site team Lead' window, do the following:
    1. Mark the checkbox(es) next to each employee and worker that you want on the site team. You can select multiple site team members.
       Note
      If you want Employee IDs to appear under employee and worker names, you must enter it as described above in Prerequisites
       select-crew-members.png
    2. Optional: Mark the checkbox that corresponds to one (1) employee who will be the site team lead. Then click Set as Site team Leadset-crew-lead.png
  4. Enter the site team's name in the Name Your Site team box. You must name the site team. 
    name-crew.png
  5. Click Create.
    Procore adds the new site team to the Site teams List. 

See Also