Add a Project to a Program

Objective

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

Prerequisites

To add a project to a program, you must create at least one (1) program in Procore. See Add Programs and Edit Program Information.

Demo

Steps

Navigate to the project's Admin tool.
Scroll down to 'Advanced Project Settings.'
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.
Click Update to save.