Project Management Integration: PROCORE Instructions
This integration from Tenna to the daily log in Procore allows your project managers to see equipment information quickly and easily with what site it was on and hours utilized on the site. Tenna has created an app to be installed into Procore that utilizes the new Tenna DMSA platform, you simply need to follow the following instructions in Procore to add the Tenna app.
💥Integrations is a premium product and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at [email protected] or call 888.836.6269.
Installing the Tenna App within Procore
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- Search for Tenna in the Procore App Marketplace (https://marketplace.procore.com/).
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- On the Tenna page in the Procore App Marketplace, click "Install App" on the top right.
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- Click "Install" on the Install App pop-up window.
Once the installation is complete, an "Installation Successful" window will be displayed.
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- Click the "X" to close out of the pop-up window.
An "Add Permitted Projects" screen will be displayed.
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- Use the dropdown menu to select all projects you want to integration with Tenna.
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- Select the checkbox at the bottom to automatically add the permissions to all new projects.
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- Click "Add".
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- On the "Create Configuration" screen, select BOTH "Global Projects Config" and "Company Level Config".
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- Enter "Tenna" in the Title field.
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- Click "Create".
Enabling the Integration within Tenna
NOTE: You must have a Power User identified and set up with a Tenna account to complete the following. If you are unsure who is a Power User in your organization please contact Tenna Customer Success at 888.836.6269. To add a new Power User or modify an existing user, see How to Create Users and Contacts (Desktop).
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- Click on "Settings" on the top right.
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- Click on the "Integrations" tab.
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- Select "Project Management" from the Integrations landing page.
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- Click "Get Started" under Procore.
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- Click "Continue" to confirm all steps have been completed within Procore.
Important! All steps in the Installing the Tenna App within Procore section above must be completed before moving forward.
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- Enter your Procore Company ID(s) and click "Submit".
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- Make changes to Procore Settings, as needed, and click "Update Settings".
This page allows you to update company ID(s) and asks for your desired configuration. The first checkbox will always be checked, since Tenna will always report assets that logged site utilization. The second checkbox allows you to select which trackers will report if present on a site with no utilization, including the non-powered assets.
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- Click "Settings" on the top right.
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- Click the "Configurations" tile.
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- Click "Utilization".
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- If you have an active OEM integratioh, you can add the equipment from the OEM integration into the Procore daily log. Toggle the "AEMP Configuration" on to enable this.
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- Click "Yes, Enable" to confirm.
NOTE: For questions, reach out to the Tenna Integrations Department [email protected].