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Rearrange the Tools in the Project's Toolbox

Objective

To rearrange the tools in the project's Toolbox menu. 

Background

If you are a user with 'Admin' level permission to the project's Admin tool, you can customize which tools are listed in the project's Toolbox menu and how to move them into the desired order. This setting affects how tools appear in the Procore web application for all project users. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool. 
  • Limitations:
    • Procore supports rearranging the project's Toolbox. It does not support rearranging company tools. 

Steps

  1. Locate the menu item that you want to rearrange.
    For example, in this example we will move the menu option for the Schedule tool above the Specifications tool, so it appears in alphabetical order. 


     
  2. Navigate to the project's Admin tool.
    This reveals the project's Admin page.
  3. Under 'Project Settings', click Active Tools
  4. Grab the desired tool by the hamburger (≡) button. 


     
  5. Use a drag-and-drop operation to move it into the desired position. 


     
  6. Scroll to the bottom of the page and click Update
    The menu option now appears in the specified order in the projects' Toolbox menu. 

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Last modified
14:39, 10 Jul 2017

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