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Procore

Add a Project to a Program

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Objective

To add a project to a programme (also referred to as a project group) that has been created in your company's Procore account.

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 Permissions:
    • To add projects to programmes, 'Admin' level permission on the project's Admin tool.
    • To view programmes, Access permission to the project
      AND
      'Read-Only' level permission or higher on the project's Programs tool. 
  • Requirements:
    • A project can only be associated with one (1) programme. It cannot be assigned to multiple programmes. 
  • Additional Information:
    • To see which projects are currently assigned to a programme, navigate to the company's Admin tool. Then click the "+" icon to the right of the programme name. The "Projects Assigned to this [program name]" section will appear with a list of assigned projects.
    • When you add a new programme, it will only show up in your company's Programs tool once a project has been associated with that programme. 

Prerequisites

Steps

  1. Navigate to the project's Admin tool.
  2. Scroll down to 'Advanced Project Settings.' 
  3. Select an item from the Program drop-down list.
    Note: The selections in this list are typically created by your company's Procore Administrator. See Add Programs.
  4. Click Update to save.

See Also