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Procore

Add and Remove Project Tools

Objective

To configure the tools that are active and available 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. 

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

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 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 Tools menu. 
    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
    An option for the selected tool appears in the Project Tools 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 remove the checkmark next to it.
    For example, remove the checkmark next to the Bidding tool to make it inactive in the Project Tools menu. 
  4. Scroll to the bottom of the page and click Update
    The option for the selected tool no longer appears in the Project Tools menu. 

See Also

 

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