Considerations and Best Practices
Things to Consider
All people and projects must be associated with at least one group.
If a person is 'Assignable' and belongs to more than one group, they can be given resource assignments in any group they are a part of.
All active people, projects, job titles, and tags must be removed from a group before you can delete it.
Note: Procore may need to assist if there is an active admin that belongs to a group, as admins cannot currently be removed from a group in Procore.
Tip
Minimize the number of groups you create.
Group your company in segments where your company is clearly divided with minimal crossover of people (East Coast, West Coast).
Why? When Assignable people belong to multiple groups, it's hard to tell if someone you're assigning already has an assignment in another group.
Some commonly used groups are:
Branch Offices
Internal Divisions or Sectors
Local Unions
Project Managers
Trades
Note: If you have the same people working across different trades, it's better to set up your trades as a custom field that can be used across groups.