Add a project to Procore

Login to Procore: https://app.procore.com/sessions/new

Prevent Duplicates

First, prevent duplicate projects by searching for the job number you want to add. This is to make sure someone else hasn't already set this up in Procore.

Important: Change Status type to "All" before doing the search.

Procore-search.png

 

Add a new project

+ Add New Project
Select the appropriate template
Un-check "Active Project?"

Fill out the following fields:

  • Project Name (don't use #)
  • Project ID/Number
  • Project Description
  • Project Address
  • City
  • State
  • ZIP
  • Project Type
  • Departments

Click "Create Project"
Click "Confirm"

Procore-fields.png

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