Create a Project

Steps

1. Procore > Company tools > Tender Board > Create new project > Template > Confirm > Input the below.
   • ​​​​​Estimate Name: Name of the project
   • Project Number: Procore Projects > Quote Register > Add the name and use the number beside it as the project number.
   • Customer: Either search or create a new customer
   • Address: Site address
2. Click the 3 dots on the top right corner > Add to portfolio
3. Tools > Admin > Input the below > Click update 
   • Total value
   • Start date
   • Completion date: Practical completion date
   • Address
   • Warranty start and end date: The start and end of the defects liability period
   • Debtor name: Client
4. Work Breakdown Structure > Sub job > Add Items
   • Code & Description can be: 01 Discovery, Feasibility & De Risk | 02 Design | 03 Construction
5. Hover over the subjob row then click the pencil icon > +Cost codes from company > Select all cost codes > Add (repeat for each subjob)
6. Project Tools > Progress Claiming > Create billing period > Manual > From 1st of the month. To end of the month. Due date end of the month. > Create
7. OneCore > Projects > General Settings > Refresh Procore Projects > Project Mapping - project should be automatically mapped > click pencil by the job > activate project > enable reverse direct cost, enable payroll > save changes.
8. Sharepoint Expedite files > Create a folder in PROCORE PROJECTS, named as Project_Number.
9. Go to SyncEzy.com > Log in > My Integrations> Details > Configuration > Add project to sync > Full Project Sync > Expedite > Select procore project > Tick all boxes > Sharepoint Site: Company > PROCORE PROJECTS > Select project folder > Select this location
   • Don't change the folder name afterwards, and don't change the folder structure otherwise it will stop syncing from Procore.
10. Procore > Tools > Estimating, takeoffs, etc.
    • Once estimating is done and accurate, click actions > send to budget.

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