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Procore

Switch Between Views in the Projects List

Objective

To switch between views by clicking the viewing icons in the Portfolio tool. 

Background

The Project's page in the Portfolio tool contains a row of icons that lets you view your project list in List, Thumbnail, Overview, or Map view. 

Things to Consider

  • Required User Permission:
    • 'Read Only' level permission or higher on the company's Portfolio tool.
      Note: Your company determines which views and features are visible and available to you in this tool. See Set the Dashboard View Permissions.
  • Limitations:
    • If your user profile has not been added to a project's Directory, you will NOT be able to view that project in the Portfolio's 'Projects' page. 

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 
  2. Click Projects.
    This reveals a list of projects. 
  3. Switch between views by clicking an icon in the top-right corner.

    The table below describes each icon in the Projects view Portfolio tool. 

    Icon… When ORANGE, means this view is active…
    List View
    Thumbnail View
    Overview View
    Map View
    • List View. Displays each project as a line item. 


       
    • Thumbnails View. Displays each project as a card. 


       
    • Overview View. Displays each project in your account with project data (if available). 
      Note: If the Schedule tool is disabled (see Add and Remove Tools on a Project), no value will appear in the 'Schedule Updated' field. 



       
    • Map View. Displays your company's projects on a map. You can click the icons on the map to view project information. See Show Portfolio Projects in Map View.

See Also

 

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