Create Projects in Resource Planning

Background

Resource Planning gives you the ability to create projects so that you can manage your resources for those initiatives.

 Nota

Os projetos podem ser criados na ferramenta Portfólio do Procore ou no Planejamento de recursos, mas sua empresa precisa escolher um deles como seu sistema de registro. Você Procore point of contact orienta sua empresa nessa decisão com base em seus configuração.

Este artigo destina-se a clientes que têm o Planejamento de Recursos como seu sistema de registro para criação e gerenciamento de projetos.

Things to Consider

  • Permissões de usuário necessárias Planejamento de Recursos - Permissões

  • If data syncs are enabled:

    • Projects must have a Project ID to create the project in the Portfolio tool.

    • If you have one project template in the Portfolio tool, the template is applied when the project is synced to the Portfolio tool. If you have more than one project template, no template is applied.

    • Only some information synced between Resource Planning and the Portfolio and Project Admin tools. See What project information is synced between Resource Planning and Procore Projects?

    • Projects created in the Portfolio tool will NOT sync to Resource Planning as your company has chosen to manage projects in Resource Planning as the system of record.

  • If data syncs are disabled:

    • Active projects are linked between Resource Planning and the Portfolio tool if their unique project numbers match.

    • Information must be manually maintained in both tools.


Pré-requisitos

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Project List.

  3. Click Create.

  4. Complete the form with the following information:

    • Project Name. Enter the project's name.

    • Project Number. Enter the project's project number.

    • Status. Enter the project's 'Status' by selecting Active, Pending, or Inactive.

    • Groups. Select the project's groups.

    • Project Start Date. Enter the project's start date.

    • Planned End Date. Enter the project's estimated end date.

    • Daily Start Time. Enter the project's daily start time.

    • Daily End Time. Enter the project's daily end time.

    • Timezone. Select the project's timezone.

    • Address. Enter the project's street address.

    • Address 2. Enter the project's street address, continued.

    • City. Enter the project's city or town.

    • State. Enter the project's state or province.

    • Postal. Enter the project's postal code.

    • Country. Enter the project's country.

    • Estimated Average Rate. Enter the project's average rate per hour.

    • Project Color. Select the project's color.

    • Custom Fields. Custom fields you created for projects appear at the bottom. See Configure Custom Fields for Resource Planning.

  5. Click Create.

    • If data sync is enabled:

    • If data sync is disabled:

      • Projects are not synced to other Procore tools like Portfolio and Project Admin.

      • To see projects in the Portfolio tool, you must manually create new projects in the Portfolio tool.

      • Projects created in the Portfolio and the Resource Planning tools are managed independently.

See Also

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