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Procore

Open Items from the Project Overview in the Project's Home Page

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Objective

To view open items in the Project Overview section of the Project Home page. 

Things to Consider

  • Required User Permission:
    • To view the Project Home page, 'Read-only' level permission or higher on the project's Home page. 
      Note: To view tool-specific items or to gain access to linked items in the Project Overview section, you will require the minimum access permissions for the corresponding tool. For example, if you do not have access to the Inspections tool, you will not be able to view or gain access to Inspections items in the Project Overview. 
  • If your company has enabled the ERP Integrations tool (see Request to Enable the ERP Integrations Tool):
    • A green ERP banner appears at the next to the Project Home page title to alert you that this project's data is synced with an integrated ERP system

Demo

open-items-project-overview.gif

Image content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Home tool.
    This reveals the Project Home page. 
  2. Scroll to the Project Overview section. 
    This reveals a list of open items for the active tools on the project. 
  3. Choose one of these options to view items:

    1. View Items By Tool
      To view the open items for the listed tools, click one of the links in the Overview column in the Project Overview section. This action reveals a pop-up window that shows a summary about the open items for the selected tool. You can click one of the Subject links in the pop-up window to open the item in the corresponding tool. 

    2. View Items By Status 
      To view items by status, click the bar chart for the desired status in the Project Overview section. This action reveals a pop-up window that shows a summary of the open items for the selected tool. You can click one of the Subject links to open the item in the corresponding tool. 

See Also

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