This guide walks through the overall setup sequence and shows you how to create a new project. For detailed instructions on each setup task, use the linked articles below.
Overview
Project setup follows this order:
Create a new project
Start a new Buildr project from your Procore project and choose the project stage.See: Create a New Project
Add project team members
Give internal team members access to the project.
See: Add and Remove Team Members from a Project
Build the project directory
Add companies and contacts manually, import them from Procore, or upload them with a CSV.
See: Add Companies and Contacts to the Project Directory
Create specifications
Import specifications from Procore or create divisions and sections manually.See: Create Specifications
Create requirements
Create closeout requirements by importing Procore submittals, adding them manually, importing them from a CSV, or applying a project template. Requirements are managed in the Requirements collection.Set up locations, if needed
Use locations to organize project information by area, phase, unit, floor, or another project-specific structure.
See: Guide to Utilizing Locations
Create a New Project
To get started, sign in with the Procore button.
Once logged in, click New Project.
Next, select a Procore project from the dropdown list or enter the Project Name and Number manually. Click Next.
You must be signed into Buildr with your Procore credentials in order to view and select Procore projects in this list.
Next, select the project Stage: Closeout or Warranty. Designate a Business Unit (if relevant), and upload a project photo. This project photo will be the front page of the exported closeout package.
Lastly, invite your project's Team Members. Once your Team Members are added, click Create.
Note: If a team member does not appear in the list, they have not been added to your company’s Buildr account yet. An account admin must add them to the account before they can be added to a project. Learn more here.
Continue Setup
After you create the project, continue by building out the project directory.