Projects are the primary way different jobs are categorized. Your company can have multiple projects, with tasks assigned to each project.
To get started with a construction project you want to manage, go to the Projects tab in Crews by Core Pro in the left navigation and click on the “+ Add New Project” box.
Continue by completing the fields of information. The Timezone of the project is important (and required) as it allows the Core system to properly sync the Start Dates and Due Dates of tasks with the correct timezone for that project.
Once you have set up a project, you can then import the existing project information from MS Project, P6, Excel, etc., using the Import CSV feature to get started! Your projects will appear on the left hand panel to quickly navigate between projects.
Click on the project name to see the breakdown of what needs to be done to complete that project, or on the Edit option to update the details of the project.
Organize Your Project with Tasks
Tasks organize your Project into the major necessary steps. These are called Parent Tasks and get assigned to a group of workers. You can further break down these Tasks into Sub-Tasks, as well as assign dependencies to other Tasks, so your Project can be as organized as possible!
Learn more about Tasks here.
Organize Your Project with Punchlists
When your Task is almost done, Punchlists are there to easily inform your crew of the quick-hit items and finishing touches that are needed to finalize their Task’s completion.
Punchlists can be viewed and completed by anyone assigned to the Parent Task.
Learn more about how to create punchlists here.
Importing and Exporting Projects
Learn more about importing and exporting your Crews by Core Pro Projects in the links below: