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Add a Custom Program

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Objective

How to add programs (i.e. project groups) to better organize 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 program is a group of related construction projects that provide your organization with benefits from managing projects as a group, over managing projects individually. There are countless ways to organize your company's projects into programs, such as:

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

Things to Consider

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

Demo

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Steps

Request to Enable the Programs 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 Programs

After the Programs tool is enabled, do the following:

  1. Navigate to the company's Admin tool.
  2. Under 'Project Settings,' click Defaults.
  3. Scroll to the Programs section.
  4. Do the following:

    • Program Name. Enter a name for the new program. 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 Program. Click this button to add the new program. 

  5. Repeat the step above for each program.
  6. Click Save Changes.
    Note: If you want to add information to the program, you must edit the program. See Edit Program Information.

Next Steps