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Procore

Add Favorites to the Company Tools Menu

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Objective

To add your favorite tools to the Company Tools menu in Procore's navigation bar. 

Background

The Procore navigation bar includes a Favorites list that is similar to the Bookmarks feature in a web browser. It stores a link to your favorite Procore tool's landing page(s). You can add up to ten (10) tools to your Favorites list

The Favorites you define are specific to your Procore user account (i.e., a Procore Administrator cannot create a Favorites list for other Procore users). In addition:

  • If your user account has been granted access to multiple Procore projects in a single company's account, you can create one (1) Favorites list for your Company tools and one (1) Favorites list for your Project tools.
  • If you have access to more than one company account in Procore, you can define one (1) Company Favorites list and one (1) Project Favorites list for each company account. 

Things to Consider

  • Required User Permission:
    • To add a Company level tool to your list of Favorites, you must have 'Read Only' or higher to the company's Portfolio tool.
      AND
    • 'Read-Only' or higher on the company level tool that you want to add. 
  • Additional Information:

Steps

  1. Log in to Procore.
    A navigation bar appears across the top of the page.
  2. In the Company Tools menu, click the down arrow.
    This opens the Company Tools list.
  3. Hover your mouse cursor to the left of the desired tool name until a GRAY star icon appears. 
    For example, hover your mouse next to the company's Directory tool. 
  4. Click the star so it turns YELLOW. 
    As shown below, the system adds the tool to your Favorites list. add-company-level-favorites.png
    You can now click the new link in your Favorites list to navigate to that tool. See Navigate to a Favorite Tool. 
    Tip! If you want to remove a favorite tool, simply click the YELLOW star in the toolbox list. A GRAY star indicates a tool is NOT marked as a favorite. 

See Also