Set Up and Manage Your Favorites
Objective
To learn how to set up, organize, and manage your list of favorite tools in Procore.
Background
The Procore navigation bar includes a Favorites list that is similar to the Bookmarks feature in a web browser. It stores a link to your favorite Procore tool's landing page(s). You can add up to ten (10) tools to your Favorites list
The Favorites you define are specific to your Procore user account (i.e., a Procore Administrator cannot create a Favorites list for other Procore users). In addition:
- If your user account has been granted access to multiple Procore projects in a single company's account, you can create one (1) Favorites list for your Company tools and one (1) Favorites list for your Project tools.
- If you have access to more than one company account in Procore, you can define one (1) Company Favorites list and one (1) Project Favorites list for each company account.
Things to Consider
- Required User Permissions:
The minimum permissions for viewing the Favorites list in the Procore navigation bar is:- To add tools to your company or project Favorites list, you must also have 'Read-Only' level permission or higher to the tool that you want to add.
Note: Permissions to project tools are typically managed by your Procore Administrator using permissions templates. See Manage Project Permissions Templates. - For the project level list, 'Read Only' level permissions on the project's Home page.
AND - For the company level list, 'Read Only' level permissions on the company's Portfolio tool.
- To add tools to your company or project Favorites list, you must also have 'Read-Only' level permission or higher to the tool that you want to add.
- Additional Information:
- Your can add up to ten (10) tools to your Company level and Project level Favorites lists.
Tasks
If you’re a frequent Procore user, there are probably a number of Procore that you access regularly. If you want to be able to access those tools quickly, you can add them to your Company or Project level Favorites list:
- Add Favorites to the Company Tools Menu
- Add Favorites to the Project Tools Menu
- Set and Apply Your Favorites Across Projects
After you've created your Favorites list, you can then navigate to your favorite tools. See Navigate to a Favorite Tool.
Frequently Asked Questions
- How do I add tools to my Favorites list in Procore?
- Why can't I add Procore tools to my Favorites list?
- Why can't I see the Favorites tab in My Profile Settings?
- Why can't I see all of my Favorite tools on a project?
- Can I set up multiple favorites lists for my project tools to apply to different projects?