How to integrate a Procore Project with KTrack

Objective:

Things to Consider:

  1. The Procore to KTrack company integration for the company related to the project you wish to integrate must be configured.  If you have not completed the company configuration please review that process here: How to Configure Procore company integration with KTrack

Steps:

  1. Log in to KTrack to the company's Project Listing
  2. On the project listing menu select Add Project from Procore
  3. On the Project Creation Overview page select Begin.
    project-begin
  4. Select Procore Company from the Company drop down and Procore Project from the Project drop down.
    project-comp-proj-selection
  5. Select Next to navigate to the Project Creation page.
    1. KTrack will populate the project creation page with the related data from Procore for the project that was selected.
    2. Required fields will be highlighted in red and must be completed before navigating to the Integration Settings page.
      project-required-fields
    3. Once you have completed the Project Creation page you may navigate to the Integration Settings page.
  6. Integrations Settings:
    1. Select Handover Standard and classification system:
      project 1
    2. Specifications
      project 2-1
    3. Submittals
      project 3
    4. Photos
      project 4
    5. Directory
      project 5
  7. Select Create Project after selecting the project configuration options. KTrack will create your project and configure the settings per your selections.  
    1. Once the project is created you will be asked to review and match Procore Companies from the Procore Project Directory as well as elect whether to invite Procore project users to KTrack as a use on the project you have created.
  8. Match Procore Companies to KTrack.
  9. Invite Procore Project Users as Project Users in KTrack.