Kurrent

Creating Projects

Learn how to create and link projects in Kurrent.AI

Creating Projects

Kurrent.AI provides flexible options for creating and managing projects, allowing you to integrate with both Procore and NetSuite or create standalone projects.

Overview

The project creation wizard supports four methods:

  1. Import from Procore to NetSuite - Create a NetSuite project from an existing Procore project
  2. Import from NetSuite to Procore - Create a Procore project from an existing NetSuite project
  3. Link Existing Projects - Connect existing projects in both systems
  4. Manual Creation - Create a project in the local database only

Accessing the Project Creation Wizard

  1. Navigate to the Projects page from the main navigation
  2. Click the New Project button in the top-right corner
  3. The project creation wizard will open in a modal dialog

Method 1: Import from Procore to NetSuite

This method pulls a project from your Procore account and creates it in NetSuite while linking both in Kurrent.AI.

Steps:

  1. Select Method

    • Choose "Import from Procore to NetSuite" from the options

  2. Select Procore Project

    • Use the search bar to find your project by name, project number, or ID
    • The system will load all projects from your connected Procore account
    • Click on the desired project to select it

  3. Confirm and Create

    • Review the project details
    • Click "Create Project" to proceed

What Happens:

  • The system checks if the project already exists in NetSuite (by external ID)
  • If it exists, the projects are linked without creating a duplicate
  • If it doesn't exist, a new project (job) is created in NetSuite with:
    • External ID matching the Procore project ID
    • Company name from the Procore project
    • Default subsidiary and project settings
  • Both projects are linked in the Kurrent.AI database
  • The project appears in your projects list immediately

Troubleshooting:

Timeout Errors: If you receive a timeout error but the project was created, the wizard will detect this and complete the linking process automatically.

Method 2: Import from NetSuite to Procore

This method takes a NetSuite project and creates it in Procore while establishing the link in Kurrent.AI.

Steps:

  1. Select Method

    • Choose "Import from NetSuite to Procore" from the options

  2. Select NetSuite Project

    • Search for your project by name, entity ID, or internal ID
    • The system will load all jobs from your NetSuite account
    • Select the project you want to import

  3. Confirm and Create

    • Review the project details
    • Click "Create Project"

What Happens:

  • A new project record is created in the Kurrent.AI database
  • The project is created in Procore with:
    • Name from the NetSuite project
    • Description noting it was imported from NetSuite
    • Link to your Procore company
  • The local database record is updated with the Procore project ID
  • Both systems are now linked

Use this method when you have projects in both Procore and NetSuite that represent the same work but aren't currently linked.

Steps:

  1. Select Method

    • Choose "Link Existing Projects" from the options

  2. Select Both Projects

    • First, search and select the Procore project
    • Then, search and select the corresponding NetSuite project
    • Both selections are required to proceed

  3. Confirm and Link

    • Review both project selections
    • Click "Create Project" to establish the link

What Happens:

  • The NetSuite project's external ID field is updated with the Procore project ID
  • A project record is created (or updated) in the Kurrent.AI database
  • The link between both systems is established
  • All future syncs will recognize these as the same project

Method 4: Manual Creation

Create a project directly in Kurrent.AI without integration with external systems.

Steps:

  1. Select Method

    • Choose "Create Manually" from the options

  2. Enter Project Name

    • Type the project name in the text field
    • This field is required

  3. Confirm and Create

    • Click "Create Project"

What Happens:

  • A new project is created in the Kurrent.AI database only
  • The project is marked as active by default
  • You can later link it to Procore or NetSuite through the project settings

Search and Filtering

When selecting projects from Procore or NetSuite:

  • Search - Type in the search box to filter projects by:

    • Project name
    • Project number or entity ID
    • Internal/Procore ID

  • Scrollable List - Projects are displayed in a scrollable list for easy browsing

  • Project Details - Each project shows:

    • Project name
    • Unique identifier
    • External ID (if applicable for NetSuite)

Best Practices

Before Creating Projects:

  1. Verify Connections - Ensure your Procore and NetSuite integrations are active
  2. Check for Duplicates - Search existing projects to avoid creating duplicates
  3. Use Consistent Naming - Follow your organization's project naming conventions

After Creating Projects:

  1. Verify the Link - Check that the project appears in your projects list
  2. Review Integration Status - Confirm that both Procore and NetSuite IDs are present
  3. Set Up Syncing - Configure any automatic sync settings for the project

Common Issues and Solutions

"Procore connection not configured"

Solution: Navigate to Settings > Integrations and connect your Procore account.

"NetSuite connection not configured"

Solution: Contact your administrator to set up the NetSuite integration for your organization.

Duplicate Project Warning

Solution: If you see a warning about duplicate projects, use the "Link Existing Projects" method instead of creating a new one.

Timeout During Creation

Issue: Request times out but project may have been created.

Solution: The wizard automatically checks if the project was created despite the timeout and completes the linking process.

Advanced Features

Duplicate Detection

The system automatically checks for existing projects by:

  • Procore project ID
  • NetSuite external ID
  • Internal database records

Progress Feedback

During import operations, you'll see:

  • Real-time status updates
  • Success confirmations
  • Error messages with actionable guidance

Automatic Refresh

After successful project creation:

  • The projects list automatically refreshes
  • The new project appears immediately
  • All integrations are ready to sync

Next Steps

After creating a project:

  1. View Project Details - Click on the project to see financial data and commitments
  2. Configure Settings - Set up project-specific sync preferences
  3. Add Team Members - Assign users to the project
  4. Enable Syncing - Turn on automatic data synchronization between systems

Need Help?

If you encounter issues or have questions:

  • Check the integration status in Settings
  • Review the system logs for detailed error messages
  • Contact your Kurrent.AI administrator
  • Visit our support portal for additional resources

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Synchronization Activities

Monitor and manage automatic data synchronization between Procore and NetSuite

On this page

Creating ProjectsOverviewAccessing the Project Creation WizardMethod 1: Import from Procore to NetSuiteSteps:What Happens:Troubleshooting:Method 2: Import from NetSuite to ProcoreSteps:What Happens:Method 3: Link Existing ProjectsSteps:What Happens:Method 4: Manual CreationSteps:What Happens:Search and FilteringBest PracticesBefore Creating Projects:After Creating Projects:Common Issues and Solutions"Procore connection not configured""NetSuite connection not configured"Duplicate Project WarningTimeout During CreationAdvanced FeaturesDuplicate DetectionProgress FeedbackAutomatic RefreshNext StepsNeed Help?