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Add Project Level Observation Types

Objective

To create custom observation types at the project level.

Things to Consider

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

Steps

  1. Navigate to the project's 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 icon-key-lock.png.

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

 

If you would like to learn more about Procore's observation software and how it can help your business, please visit our construction safety observation software product page .