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Procore

View the Project Dashboard (iOS)

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Objective

To view the Project Dashboard from your iOS mobile device.

Things to Consider

  • Required User Permissions: 'Read only,' 'Standard,' or 'Admin' permissions on the project in Procore.
  • Users will only see dashboards and modules that reflect tools and assets that they have permissions to view in the tool.

Steps

  1. Open the Procore app on your iOS mobile device.

To View the Project's Home Subtab

  1. Tap the project for which you want to view the project's home screen.
    Note: This action will automatically direct you to the Project Dashboard's Home subtab.

    2018-01-16_12-31-19.png
     
    • From the Home subtab you can view the following:
      • My Open Items
        • Tap an item to view more details in the tool.
      • Project Overview
        • Tap an item to view more details in the tool.
      • Schedule
        • Tap a calendar item to view more details in the Schedule tool. 
      • Recent Photos
        • Tap a photo to view more details. 

To View the Project's Information Subtab

  1.  Tap the Info subtab to view the information below: 

    2018-01-16_13-03-24.png
      
    • Project Message
      • Tap to view general project information such as recurring meetings and important contact information.
      • Project Location
        • Tap to view more information about the project's location and address.
    • Project Roles
      • Tap a user to view added contact information. Interact with this information to make calls to the person, email the person, or open the location in your maps app.

To Return to the Project's Dashboard

  1. Tap Home (2018-01-16_12-57-27.png) on the app's tab bar to return to project's dashboard.

    2018-01-16_12-42-20.png

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