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Set and Apply Your Favorites Across Projects

Objective

To set up a list of your favorite Procore project tools and apply to all of your projects in your company's Procore account. 

Background

If you want to create a list of your favorite Procore project tools and then apply those favorites across all your Procore projects in your company's account, use the controls in your Favorites tab. The Favorites tab is located in the My Account Settings page, which can be accessed by clicking your initials in the top-right corner of Procore's Company level navigation bar (Note: The Favorites tab is not available in the My Account Settings page when it is accessed from Procore's Project level navigation bar).

Things to Consider

  • Required User Permission:
    • 'Read-Only' level permission or higher to the company's Portfolio tool.
      AND
    • 'Read-Only' level permission or higher to the Procore tools that you want to add to your favorites list. 
  • Additional Information:
    • The Favorites you define are specific to your Procore user account (i.e., a Procore Administrator cannot define a Favorites list for other Procore users).
    • You must have a default permission template assigned to your user account. If you don't have a default permission template, you will be prompted to reach out to a Procore Administrator at the company you are working with.
    • When you create or update your Favorites using the Steps below, your new settings and/or any updates will be applied to all of your projects in your company's account. If you have previously set up a project-specific favorites list, those favorites will be overwritten. To restore those settings, you can navigate to the project and follow the steps in Add Procore Tools to Your Project Favorites.

Steps

  1. Complete the steps in Log in to Procore Web.
  2. In the top-right corner of the Company level Navigation bar, click your initials and click your Procore User Name. 



    This reveals the My Account Settings page. 
  3. Define Your Favorites:
    1. Click the Favorites tab.
      This reveals the tools list.
      Note: If you do not see the Favorites tab, confirm that you are viewing the Company level Navigation bar. For details, see Why can't I see the Favorites tab in My Account Settings?
    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 a favorite. 
    4. Repeat these steps for up to ten (10) tools. 
  4. Organize Your Favorites:
    1. Grab the desired tool by the hamburger (≡) button. 
    2. Use a drag-and-drop operation to move it into the desired position. 
  5. Scroll to the bottom of the page and click Save
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