Portfolio: Introducing the Project Creation Assistant
This announcement represents a single point in time. Future releases may impact the information below.
Published: March 6, 2018 / Last Updated: April 4, 2018
Introducing the new Project Creation Assistant! You can now create projects consistently and efficiently across your company. Configure the project toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow.
Now, when you click the Create Project button in the Company level Portfolio tool, the new Project Creation Assistant appears. To learn more, see Add a New Project. If your company has enabled the Company level ERP Integrations tool, this update also affects the project creation process for these integrated ERP systems by allowing you to send your project data to the ERP Integrations tool so an accounting approver can accept the project data for export from Procore: Add a Procore Project to QuickBooks, Add a Procore Project to Sage 300 CRE, Add a Procore Project to Spectrum, and Add a Procore Project to Viewpoint Vista.