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Procore

Add the Instructions Tool to a Project

Objective

To add the Instructions tool to a Procore project.

Background

Using the project's Instructions tool, you can create instructions that include attachments from other Procore tools (for example, Documents, Drawings, Photos, and more). You can also upload files from your computer to attach them to an instruction. Once your instruction is created, you can then issue it your recipients--which are typically one or more subcontractors on the project. All of this information is captured and stored in your Procore project in a log that resides in the Instructions tool. This historical record is also available in Procore for auditing purposes. 

Things to Consider

  • Required User Permission:
    • 'Admin' permission on the project's Admin tool.
  • Prerequisites:
    • The Instructions must be licensed and available for your account. 
      Note: Your company's Procore Administrator must submit a request to your Procore point of contact to determine whether the Instructions tool can be enabled for your account.
  • Additional Information:
    • This tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 

Steps

  1. Navigate to the project's Admin tool.
  2. Click Active Tools.
  3. Locate the Instructions tool. 
  4. Mark the checkbox next to the Instructions tool name.
  5. Click Update.
    The Instructions tool will now appear in the Project Tools menu under Project Management.

See Also

 

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