Dismiss Insights Card
Pilot
The information listed on this page details the pilot release version of Procore Insights and is subject to change. The Procore Insights pilot is currently supported in the Account Home, Project Home, and Budget tools only. Users must opt-in to the pilot in order to view insights.Objective
To dismiss the general conditions insights card from the Account Home, Project Home, or Budget tools.
Background
Company administrators and project administrators in companies that have opted in to the Procore Insights pilot have the ability to dismiss (hide) the general conditions and RFI insights card from the Account Home, Project Home, or Budget tool. Dismissing the card will permanently remove it from the page it is dismissed from. The general conditions and RFI cards on Account Home, Project Home, and the Budget tool must be dismissed separately.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the Company level Admin tool to see insights on Account Home, Project Home, and budget tools.
- 'Admin' level permissions on the Project level Admin tool to see insights on Project Home and budget tools. (Only if project administrators are allowed access through the pilot privacy setting. Company administrators can change the privacy setting at any time. See Change Permission Settings on Insights for more information.)
Prerequisites
- Must be a current participant in the Procore Insights pilot.
Steps
- Navigate to either Account Home, Project Home, or the Budget tool. The Insights card displays in the side panel.
- Open the menu on the card and select Dismiss. The card is removed from the side panel.
