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Create Projects in Resource Planning

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Background

Resource Planning gives you the ability to create projects so that you can manage your resources for those initiatives. 

 Note

Projects can be created in either Procore's Portfolio tool or Resource Planning, but your company must choose one as your system of record. Your Procore point of contact guides your company through this decision based on your setup.

This article is for customers who have Resource Planning as their system of record for project creation and management.

Things to Consider

  • Required User Permissions

  • If data syncs are enabled:

    • Projects must have a Project ID to create the project in the Portfolio tool.

    • If you have one project template in the Portfolio tool, the template is applied when the project is synced to the Portfolio tool. If you have more than one project template, no template is applied.

    • Only some information synced between Resource Planning and the Portfolio and Project Admin tools. See What project information is synced between Resource Planning and Procore Projects?

    • Projects created in the Portfolio tool will NOT sync to Resource Planning as your company has chosen to manage projects in Resource Planning as the system of record.

  • If data syncs are disabled:

    • Active projects are linked between Resource Planning and the Portfolio tool if their unique project numbers match.

    • Information must be manually maintained in both tools.

Prerequisites

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Project List.

  3. Click Create.

  4. Enter the project information.

    Show/Hide Fields

    • Project Name. The project's name.

    • Project Number. The project's project number.

    • Status. The project's 'Status' by selecting Active, Pending or Inactive.

    • Groups. The project's groups.

    • Start Date. The project's start date.

    • Estimated End Date. The project's estimated end date.

    • Daily Start Time. The project's daily start time.

    • Daily End Time. The project's daily end time.

    • Work Days. The working days for the project. You must select at least one.

    • Timezone. The project's timezone.

    • Address. The project's street address.

    • Address 2. The project's street address, continued.

    • City. The project's city or town.

    • State. The project's state or province.

    • Postal. The project's postcode.

    • Country. The project's country.

    • Estimated Average Hourly Rate. The project's average rate per hour.

    • Colour. The project's display colour.

    • Custom Fields. Custom fields you created for projects appear at the bottom. See Configure Custom Fields for Resource Planning.

  5. Click Create.

    • If data sync is enabled:

    • If data sync is disabled:

      • Projects are not synced to other Procore tools like Portfolio and Project Admin.

      • To see projects in the Portfolio tool, you must manually create new projects in the Portfolio tool.

      • Projects created in the Portfolio and the Resource Planning tools are managed independently.