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Procore

Add Project Level Observation Types

Objective

To create custom observation types at the project level.

Things to Consider

Required User Permission: 'Admin' level permissions on the project's Observations tool. 

Steps

  1. Navigate to the Project level Observations tool.
  2. Click the Configure Settings (). 
  3. Click Observation Types.

    2018-10-01_10-03-29.png
     
  4. Navigate to the category to which you want to add an observation type.
  5. Enter the name of your new type into the text box.
    Note: Company level observation types are indicated by a key icon (2018-10-01_10-15-44.png).

    2018-10-01_10-10-27.png
     
  6. Click +Add to save your new observation type.

 

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