Accessing Facility Grid – Project Health Sections From Procore

IMPORTANT: To set up Facility Grid Issues Log Synchronization with Procore, refer to the following article: Setting Up Facility Grid Issues Log Synchronization with Procore.

Facility Grid App in Procore provides access to Project Health section which consists of the commissioning project’s Overview Completion Status, Schedule, and Handover. Project Health gives stakeholders 360-degree visibility into real-time project progress, highlighting issues before they affect schedules or budgets and providing insights for data-driven decisions. Track equipment and system testing, personnel training and readiness, and documentation, from anywhere in the world.

Follow the steps below to activate the Facility Grid App for your Procore project:

IMPORTANT: In order to access the App, Procore users must maintain an active Facility Grid account associated with the same email as in Procore.

NOTE: During the configuration process, Facility Grid will automatically connect to Procore and download applicable user information. This is necessary to facilitate a seamless connection between Procore and Facility Grid.

  1. Log in to Procore and open a project
  2. From the “Select an App” menu, click on the “App Management” option

3. On the App Management page, click on “Install App” -> “Install App from Marketplace”.

4. Search for Facility Grid and click on “Request App”

5. Once the app is added, create configuration:

  • Select one or more Projects that should be linked to Facility Grid
  • Enter Title (for example: Overview)
  • For the Target Page, enter one of the following (all lower-case letters):
    • overview – to link to the Project Overview page in Facility Grid
    • schedule – to link to the Schedule page in Facility Grid
    • handover – to link to the Handover page in Facility Grid

Create a separate configuration to access each section:

  • Click on the “View” button to the left of the Facility Grid title.
  • From the “Configurations” tab click on the “+ Create Configuration” button.
  • Repeat the steps above to create configurations for Schedule and Handover.

6. Return to your Procore project. You should now have “Facility Grid” available under the “Apps” menu. Select “Facility Grid – Overview”

7. Procore will connect to Facility Grid. During this process you may be prompted to sign in with Procore.

8. You will then need to select from the list of your current Facility Grid projects. Note: once the Procore and Facility Grid projects are linked, your selection will be recorded and automatically applied the next time you open the App.

Facility Grid App will load the corresponding page. Use Procore’s Apps selector to switch between the Overview, Schedule, and Handover.

For further assistance, please contact the Facility Grid Support Team (support@facilitygrid.com)