新建项目

Create new projects to manage your work in Procore. After a project is created, it's details can be edited in the project's Admin tool.

• Required User Permissions

• What gets copied over to a new project from a project template?

• For companies with ERP Integrations, do NOT use these steps. Instead, add a project to your ERP software and reference the product manual for your integration.

• Procore projects cannot be deleted. However, you can change a project's status to active or inactive.

• The 'Create Project' button is disabled once your account reaches its active project limit.

• Images

  • The logo file should have dimensions of 200 x 70 pixels, must not exceed the 3MB maximum, and must be saved in the GIF, JPG, or PNG file format.

  • The project photo file should have dimensions of 200 x 100 pixels, must not exceed the 3MB maximum, and must be saved in the GIF, JPG, or PNG file format.

• Troubleshooting: Why am I unable to create or activate Procore projects?

• If you want to use a project template, configure a project template.

• If your company uses the project Bidding tool, Add Project Bid Types.

• If your company organizes projects with the Programs tool, Add Programs.

• If your company uses a classification system to organize your projects by type, Add a Custom Project Types.

1. Navigate to the company's Portfolio tool.

2. Click Create Project.

3. Enter the 'General Information.'

   Show/Hide Fields

   • Project Template. A project template configured for your company.

   • Stage. The project's stage of construction.

   • Project Name. The project's name.

   • Project Number. The project's number.

   • Description. A description of the project.

   • Estimated Budget. The project's estimated budget.

   • Priority. The project's priority.

   • Work Scope. The nature of work according to the project’s main activities.

   • Project Sector. The facility type based on the project’s function or purpose.

   • Delivery Method. Tow stakeholders will collaborate during the planning, design and building phases of this project.

   • Logo. Your company or project's logo. To change the logo, click the image and select Upload New. Select a file, and click Open.

   • Project Photo. A photo to represent the project. To upload, click Attach File. Select a file, and click Open.

   • Square Footage. The square footage of the project.

   • Total Value. The total amount of construction work planned or performed.

   • Type. The kind of construction project such as commercial, residential, or infrastructure.

   • Bid Type. How the project will be solicit bids.

   • Program. How the project is organized in the Programs tool.

   • Parent Project. A parent project, if applicable.

   • Owner Type. Whether or not the owner is private or public.

   • Flag. A flag color to be displayed next to the project in the Portfolio tool.

   • Project Status. Move the toggle ON to indicate the project is active, or OFF to indicate the project is inactive.

4. Enter the 'Project Location' information.

   Show/Hide Fields

   • Country. The project's country.

   • Street Address. The project's street address.

   • City. The project's city.

   • State. The project's state.

   • Zip Code. The project's zip code.

   • Timezone. The project's time zone.

   • Phone. The project's phone number.

   • Fax. The project's fax number.

   • Region. The project's region.

   • Office. The office that is managing the project.

5. Enter the 'Advanced' information.

   Show/Hide Fields

   • Department. The project's department, such as Estimating, Sales and Marketing, or Purchasing.

   • Test Project. Mark the checkbox to indicate that the project is for training purposes. Data from projects is excluded from reporting.

6. Enter the project's 'Dates'.

   Show/Hide Fields

   • Start Date. The project's start date.

   • Completion Date. The date that all parties agree the project meets or must meet completion.

   • Warranty Start Date. The date the project's warranty starts.

   • Warranty End Date. The date the project's warranty ends.

7. Enter 'Additional Information', including custom fields, configured in the project's configurable fieldset.

8. Click Create Project.

9. Set up the rest of the project now or later.

   • Click Go to Project Home to finish setting up your project later.

   • Click Continue Project Setup to continue setting up your project. Then continue with the steps below.

Directory

1. Click the Select drop-down menu to add contacts.

2. Type names of companies and users from the Company Directory and select them to add them to the project.

3. Next to each user,

   • Select the desired permission template from the list or choose 'Apply a Template Later.'

   • Select the project role for the user. The selection you make here will list the person for each selected role on the project's Home or Overview page.

   • Mark the 'Notify' checkbox to notify them that they have been added to the project.

4. Click Next to add the users and companies to your project.

Drawings

1. Click the Drawings menu.

2. Add the drawings. How can I improve the accuracy of OCR on my drawings?

   • Click Attach Files and select Upload a file from your computer, Select a file from Procore, or if you have enabled the Box integration, Select a file from Box. Select the file and click Open or Done.

   • Drag files from your computer and drop them into the Drag and Drop box to attach them.

3. Enter the drawing information.

   Show/Hide Fields

   • Set Name. The name for the drawing set.

   • Set Date. The date the architect issued the drawing set.

   • Default Drawing Date. The date the drawings were authored.

   • Default Received Date. The date the drawings were received.

4. Click Next to upload your drawings.

Specifications

1. Click the Specifications menu.

2. Add the specifications.

   • Click Attach Files and select Upload a file from your computer, Select a file from Procore, or if you have enabled the Box integration, Select a file from Box. Select the file and click Open or Done.

   • Drag files from your computer and drop them into the Drag and Drop box to attach them.

3. Enter the specification information.

   Show/Hide Fields

   • Set Name. The name for the specification set.

   • Set Date. The date the set was issued.

   • Specification Format. The format of the specifications.

   • Default Issued Date. The date the specifications were authored.

   • Default Received Date. The date the specifications were received.

4. Click Next to upload your specifications.

Schedule

1. Click the Schedule menu.

2. Add the schedule.

   1. Click Attach Files and select Upload a file from your computer or Select a file from Procore. Select the file and click Open or Done.

   2. Drag files from your computer and drop them into the Drag and Drop box to attach them.

3. Click Next.