Learn how to create a new project, import your Directory, and create project Requirements using Buildr's import functionality with Procore.

In this article:

To get started, sign in with the Procore button:

Once logged in, click New Project:

Click on the drop-down bar and select the Procore project you'd like to create:

Now, select the project's Stage (Closeout or Warranty Stage). You also have the option to designate the Business Unit and upload a photo of the project:

Lastly, invite your project's Team Members. Once your Team Members are added, click the green Create button to finish and save the project:

Now that your project is created in Buildr, it's time to import your Directory. To import your project's Directory, select Setup Directory:

Click on the Get Started button to initiate the Directory import process. In the Import Directory window, you will be able to designate:

Once your selections are made, click on Next Step to move forward with your import:

You can skip importing the Owner, Property Management, and Design Team by selecting Skip This Step:

When selecting Subcontractors, select the checkbox next to Name to select all Subcontractors at once. Be sure to remove any vendors that are not included in the closeout process:

Lastly, review your selection. To finish the import, click Complete:

Now, it's time to import your Specs from Procore. To start, click Import Specs:

Here, you will have the option to Import Specifications from Procore or create specifications from scratch. Buildr recommends Import Specifications from Procore. To import your Specs, simply click Import Specifications from Procore:

Once your Specs are imported, review your list. Select + Create Division to add a new Division or Select + Create Section to add a new Spec Section. Once the list is finalized, click Continue Setup to move forward with the project setup:

The final step is to set up your Requirements. First, review Requirement Categories by selecting the Review Categories button on the project's home page:

Here, you will be able to review your current Categories. To add a Category, select + New Category. To move forward, select Continue Setup:

Now that your Categories list is finalized, import your project's Requirements. To start, select Create Requirements on the project's home page:

To import your requirements from Procore, select the More drop-down and then click Import from Procore. You can also upload a CSV or manually add Requirements by selecting New Requirement:

When Importing from Procore, select the submittal types you want to import by clicking the checkbox. Then, select the Category for each submittal type. Once completed, click Next Step:

Next, select the statuses for the Submittals you want to import and click Next Step:

To select the Companies you would like to import Requirements for, click on the checkbox next to the Company name. Once selections are made, click Next Step:

Lastly, review your list and select Complete to import the outlined Requirements:

To manually add Requirements, select the Requirements tab and then click New Requirement:

In the pop-up window, select the Requirement Type:
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Next, select the Category for the new Requirement by clicking the drop-down menu, then add the Requirement's description (optional). Once those details are added, select Next Step:

Lastly, select the Companies that are responsible for the Requirement then click Create:

Congratulations, you have just successfully set up your project! 🎉
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The Requirements Dashboard allows project Team Members to manage and complete the closeout process. Here, you will see the status of all requirements and the project's overall progress. To manage individual subcontractors, simply click on their name to view and edit their Requirements: