Add a Custom Programme

Objective

How to add programmes (i.e. project groups) to better organise your projects.

Background

A project is a construction effort with a defined start and end date with specific goals and objectives that, when obtained, signify completion of the project. A programme is a group of related construction projects that provide your organisation with benefits from managing projects as a group, over managing projects individually. There are countless ways to organise your company's projects into programmes, such as:

Region. For example, you might create programmes for the four (4) regions of the U.S., such as 'Northeast', 'Midwest', 'South' and 'West.'
Sector. For example, you might create programmes for the different construction sectors, such as 'Buildings', 'Infrastructure' and 'Industrial.'
Project Management. For example, you might create programmes for 'Internal Projects' and 'External Projects'.

Things to Consider

Required User Permission:
- To add programmes, 'Admin' on the company's Admin tool.
  OR
- To view programmes, 'Read-Only' or higher on the company's Programmes tool.
  AND
  - In order to view a project that is associated with a programme, you must be granted access permission to that project.
Prerequisites:
- The Programmes tool must be enabled by Procore. See Request to Enable the Programmes Tool below.
Additional Information:
- There is no limit to the number of programmes you can create.
- You cannot delete a programme from this list when it is assigned to one (1) or more projects in your company's Procore account.

Demo

Request to Enable the Programmes Tool

To enable the Programs tool in Procore, a user with 'Admin' level permissions to the company's Admin tool must submit a request to your Procore point of contact or send an email to: support@procore.com.

Add Programmes

After the Programmes tool is enabled, do the following:

Navigate to the company's Admin tool.
Under 'Project Settings,' click Defaults.
Scroll to the Programmes section.
Do the following:
- Program Name. Enter a name for the new programme. It is recommended that you create short, unique names (Note: The names that you enter here will appear in the Programs tool. See Programs).
- Add Programme. Click this button to add the new programme.
Repeat the step above for each programme.
Click Save Changes.
Note: If you want to add information to the programme, you must edit the programme. See Edit Program Information.

Next Steps

Edit Programme Information