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Procore

Configure Advanced Settings: Instructions

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

Objective

To configure the advanced settings for the project's Instructions tool. 

Things to Consider

  • Required User Permission:
    • To create an instruction, 'Admin' level permission on the project's Instructions tool.
  • Additional Information:
    • The Site Instructions tool has been developed specifically for Procore clients in Australia, New Zealand, and Canada. 

Steps

  1. Navigate to the project's Instructions tool.
    This reveals the Instructions page. 
  2. Click the Configure Settings  link.
    This reveals the Project Instructions Settings page. 
  3. Configure the advanced settings as follows:

    instruction-settings-mock.jpg
     
    • Instructions Private by Default. If you want all new site instructions created to be marked 'Private' by default, mark this checkbox. The default setting is disabled (i.e., the checkbox is NOT marked). 
      OR
    • Default Distribution. To automatically add people or distribution lists on all new site instructions, select those people and groups from this list. To appear as a selection, the people and groups must exist in the Project Directory. See Add a Person to the Project Directory and Add a Distribution Group to the Project Directory.
    • COMING SOON! Instruction Types. Enter the desired instruction type from the list. Then click Add. This adds your entry as a selection in the Type field when creating an instruction. See Create and Issue an Instruction. You'll soon have the ability to create multiple instruction types with a numbering prefix (e.g., architect instructions, site instructions, and so on) to this list. 
  4. Click Update
    This saves the updated setting. 

See Also

 

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