Add Programs

Add a Custom Program

Objective

How to add programs (i.e. project groups) to better organize your projects.

Background

Answer

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:

    • The Programs tool must be enabled by Procore. See Request to Enable the Programs Tool below.

  • Additional Information:

    • There is no limit to the number of programs you can create.

    • You cannot delete a program that is assigned to one (1) or more projects.

Steps

  • Request to Enable the Programs Tool

  • Add Programs

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. Click Create.

  5. Enter a name for the program.

  6. Click Create.

  7. Repeat the step above for each program.
    Note: If you want to add information to the program, you must edit the program. See Edit Program Information.

See Also