About the Project Overview Screen (Android)

Objective

To customize your view of project tools and perform quick actions from the home screen of the Procore Android app.

Required User Permissions:
- 'Read Only' or higher level permissions on one or more project tools.
Additional Information:
- You can only configure the tools that you have access to on the project.
- If you want to search for a tool to find it more quickly, tap the Search bar on the home screen and begin typing the tool name.

See steps for the following sections:

You can choose to show or hide bookmarks and recent drawings on your project's home screen.

See the following tutorials:

Open the Procore app on an Android mobile device and select a project.
Note: This loads the Project Overview screen for the project.
Click the filter icon.
Tap Grid View or List view depending on how you want tools to appear on the home screen.
Tap the star icon next to each tool that you want quick access to.
Note: A tool marked with a star shows at the top of the My Tools section of the Project Overview screen.
Press and hold the reorder icon next to a tool to drag it into a different order.
Continue reordering tools to your preference.
Optional: If you want to hide the remaining tools so that they do not appear on the home screen, tap the toggle icon to the ON position.
Tap Save Changes.

My Tools section of Project Overview Screen_Android.png

Open the Procore app on an Android mobile device and select a project.
Note: This loads the Project Overview screen for the project.
Tap the plus icon on the tool you want to perform a quick action for.
Note: Tools that do not have quick actions available do not have a plus icon next to them.
Depending on the tool, you will be able to create a new item or generate a new upload. Complete the necessary tasks in the app to complete the action.

To access project items and customize your Project Overview screen in the Procore Android app.

Required User Permissions:
- 'Read Only' or higher level permissions on one or more project tools.
Additional Information:
- You can only configure the tools that you have access to on the project.

Open the Procore app on an iOS mobile device.
Navigate to the project you want to view or configure. See Navigate to a Different Project (Android).
Choose from the following tasks and sub-tasks:

Search: Search for items within a project.
Bookmarks: Click on an item in the Bookmarks section.
- Add and Manage Bookmarks.
- Show or hide 'Bookmarks'.
Recent Drawings: Click on a drawing in the Recent Drawings section.
- View Recent Drawings from the Project Overview Screen.
- Show or hide 'Recent Drawings'.
My Tools: Click on a tool in the My Tools section or search for it using Search Tools.
- Some tools allow you to Perform Quick Actions without fully opening the tool.
- Configure the Tool Order for a Project.
- Swipe down in this 'My Tools' section to refresh the data. For example, swipe down to apply changes you made to user permissions.
Project settings: Manage storage and notification settings for the project with Manage Project Settings.
Screen preferences: Configure Project Overview Screen Preferences.

Project Overview Screen_Android.png