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Procore

Add and Remove Tools on a Project

Objective

To choose which tools are active on a project.

Background

In Procore, a tool is considered active on a project when users can select the menu option for the tool in the project's Toolbox. The table below details the full list of Procore's Project tools. The tools that are available in your environment, will depend upon your company's specific Procore implementation.

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 Direct Costs    
  Submittals Daily Log Commitments    
  Transmittals   Change Orders    
  Meetings   Change Events    
  Schedule        
  Photos        
  Drawings        
  Specifications        
  Site Instructions1        

1 The Site 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 Site Instructions.

Things to Consider

Steps

Add Tools to the Project Toolbox

  1. Navigate to the project's Admin tool.
    This reveals the project's Admin page. 
  2. Under 'Project Settings', click Active Tabs

    ps-active-tabs.png

    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. 

    select-active-tools.png

    Note: If you want to arrange the tools in a specific order in the project's tools, see Rearrange the Tools in the Project's Toolbox.
  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 Toolbox

  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. 

    deselect-active-tool.png
     
  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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