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Procore

Add and Remove Project Tools

Objective

To configure which Procore tools appear for a project's end users in the Project Tools menu.

Background

In Procore, a tool is considered "active" on a project when end users can select the menu option for the tool in the project's Project Tools. The tools that are visible and available in your environment, will depend upon how each project is configured by a user with 'Admin' level permission on the Project level Admin tool. 

Project Tools by Product Line
Core Project Management Quality & Safety Construction Financials Field Productivity Custom
Reports Emails Inspections Prime Contract Crews Custom
Documents Bidding Observations Budget Timesheets  
Directory RFIs Punch List Commitments    
Tasks Submittals Daily Log Direct Costs    
  Instructions 1  Forms Change Orders    
  Transmittals   Change Events    
  Meetings   Payment Applications 3    
  Schedule   Requisitions 4    
  Photos        
  Drawings        
  Assemble 2        
  Specifications        
           

1 The Instructions tool is designed specifically for use in Australia, New Zealand, and Canada. To request to enable this tool, your company's Procore Administrator should send a request to your company's Procore point of contact. For more information, see Instructions.

2 For information about how to request to enable the Procore + Assemble integration so it is visible in this page, see Request to Enable the Assemble Integration.

3 The Payment Applications tool is related to the Prime Contract tool that lets you compile and craft invoices to be sent to the owner. See Create a Payment Application.

4 The Requisitions tool is related to the Commitments tool that lets lets you track, manage, and review invoices from your subcontractors. See Create a Requisition on Behalf of a Subcontractor.

Things to Consider

Demo

add-remove-project-tools.gif

Steps

Add Tools to the Project Tools Menu

  1. Navigate to the project's Admin tool.
    This reveals the project's Admin page. 
  2. Under 'Project Settings', click Active Tools
    This reveals the Active Tools page for the project. 
  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 active in the project's Toolbox. 
    Note: If you want to arrange the tools in a specific order in the project's tools, see Rearrange the Project Tools Menu.
  4. Scroll to the bottom of the page and click Update
    A menu option for the selected tool appears in the project's Toolbox menu. 

Remove Tools from the Project Tools Menu

  1. Navigate to the project's Admin tool.
    This reveals the project's Admin page. 
  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 active in the project's Toolbox. 
  4. Scroll to the bottom of the page and click Update
    A menu option for the selected tool no longer appears in the project's Toolbox menu. 

See Also

 

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