Click here to access the setup instructions for the Issues Log Synchronization: https://facilitygrid.net/inquire/help/docs/setting-up-facility-grid-issues-log-synchronization-with-procore/
The Facility Grid App in Procore provides access to Project Health section which consists of the commissioning project’s Status Overview, Timeline Monitor, and Closeout Tracker. 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.
a. Select one or more Projects that should be linked to Facility Grid
b. Enter Title (for example: Facility Grid – Overview)
c. For the Target Page, enter one of the following (all lower-case letters):
– overview: to link to the Status Overview page in Facility Grid
– schedule: to link to the Timeline Monitor in Facility Grid
– handover: to link to the Closeout Tracker in Facility Grid
d. 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.
e. Return to your Procore project. You should now have “Facility Grid” available under the “Apps” menu. Select “Facility Grid – Overview”
f. Procore will connect to Facility Grid. During this process you may be prompted to sign in with Procore.
g. 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.
