1-866-477-6267 (toll-free)
Support Home > u > procore > Deprecated-Training Center > Add or Remove a Project Level Tool

Add or Remove a Project Level Tool

 

Objective

To choose which tools are active on a project.

Background

In Procore, a tool is considered active on a project when users can select the menu option for the tool in the project's Toolbox. The table below details the full list of Procore's Project tools. The tools that are available in your environment, will depend upon your company's specific Procore implementation.

Project Tools by Product Line
Core Project Management Quality & Safety Financials Custom
Reports Emails Inspections Prime Contract Custom
Documents Bidding Observations Budget  
Directory RFIs Punch List Direct Costs  
  Submittals Daily Log Commitments  
  Transmittals   Change Orders  
  Meetings   Change Events  
  Schedule      
  Photos      
  Drawings      
  Specifications      
  Site Instructions1      

1 The Site Instructions tool is designed specifically for use in Australia, New Zealand, and Canada. To request to enable this tool, your company's Procore Administrator should send a request to your company's Procore point of contact. For more information, see Site Instructions.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool.

Steps

Add Tools to the Project Toolbox

  1. Navigate to the project's Admin tool.
    This reveals the project's Admin page. 
  2. Under 'Project Settings', click Active Tools
  3. Locate the desired tool in the list and place a checkmark next to it.
    For example, place a checkmark next to the Bidding tool to make it active in the project's Toolbox. 
  4. Scroll to the bottom of the page and click Update
    A menu option for the selected tool appears in the project's Toolbox menu. 

Remove Tools from the Project Toolbox

  1. Navigate to the project's Admin tool.
    This reveals the project's Admin page. 
  2. Under 'Project Settings', click Active Tools
  3. Locate the desired tool in the list and place a checkmark next to it.
    For example, place a checkmark next to the Bidding tool to make it active in the project's Toolbox. 


     
  4. Scroll to the bottom of the page and click Update
    A menu option for the selected tool no longer appears in the project's Toolbox menu. 

See Also

 

You must to post a comment.
Last modified
11:20, 24 Apr 2017

Tags

Classifications

This page has no classifications.