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Procore

About the Project Overview Screen (Android)

Also available on  ios-gray-icon.jpg

Coming Soon - NEW MOBILE EXPERIENCE

For a look at the upcoming mobile redesign will affect the Project Home screen, see Project Overview Screen on Redesigned App.

Objective

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

Things to Consider

  • 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.

Steps

See steps for the following sections:

Bookmarks and Recent Drawings

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

See the following tutorials:

Configure Tools on the Home Screen

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Project Overview screen for the project. 
  2. Click the filter icon-filter-mobile.png icon.
  3. Tap Grid View or List view depending on how you want tools to appear on the home screen.
  4. Tap the star icon-open-star-mobile.png 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.
  5. Press and hold the reorder icon-reorder-android.png icon next to a tool to drag it into a different order.
  6. Continue reordering tools to your preference.
  7. Optional: If you want to hide the remaining tools so that they do not appear on the home screen, tap the toggle icon-toggle-on-android.png icon to the ON position.
  8. Tap Save Changes.

My Tools section of Project Overview Screen_Android.png

Perform a Quick Action for a Tool

  1. Open the Procore app on an Android mobile device and select a project.
    Note: This loads the Project Overview screen for the project.
  2. Tap the plus icon-plus-quick-create-mobile.png 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.
  3. 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.
    Quick Action on Project Overview Screen.png

 

Coming Soon
In a few weeks your Android app will display a new mobile design. The new Project Overview screen is described below. 

Project Overview Screen on Redesigned App

Objective

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

Things to Consider

  • 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.

Steps

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

Project Overview Screen_Android.png