Observations

Observations can encompass scopes of work including quality, safety, commissioning, warranty, and work to complete. This tool is used to assign tasks to other project team members at any phase in the project lifecycle.

 
 
 
 
 
 
 
 
 
 
  • Create, manage, attach drawings/photos, and assign observations to users from a mobile device or computer
  • Set a due date, distribute observations, and send email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete observations from a mobile device in the field
  • Monitor and track observations by status and type
  • Maintain a real-time history and activity feeds of all actions
  • Easily link with Locations in order to filter within a project for specific reporting

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Web

Configure Observation Settings
 
Add Observation Templates
 
Manage Observations
 
Create an Observations Report
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
View Observations (Mobile) - Subcontractor as Collaborator
 
Respond to an Observation (Mobile)
 
Respond to an Observation (Mobile) - Field Worker
 
Resolve Observations (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an Observation (Mobile) - Specialty Contractor
 
Configure Observation Settings
 
Add Observation Templates - Specialty Contractor
 
Respond to an Observation (Mobile) - Specialty Contractor
 

Configure Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View Observations (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Resolve Observations (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation(Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure the Observations Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Observation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Close an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Observation Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Observation Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Observation Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Observation Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Add Observation Templates
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
Respond to an Observation (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Configure Observation Settings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Observation Settings
 
Add Observation Templates
 
Manage Observations
 
Create an Observations Report
 

Mobile

Create an Observation (Mobile)
 
Create an Observation (Mobile) - Field Worker
 
View Observations (Mobile) - Subcontractor as Collaborator
 
Respond to an Observation (Mobile)
 
Respond to an Observation (Mobile) - Field Worker
 
Resolve Observations (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Create an Observation (Mobile) - Specialty Contractor
 
Configure Observation Settings
 
Add Observation Templates - Specialty Contractor
 
Respond to an Observation (Mobile) - Specialty Contractor
 

Configure Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - View Observations (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Subcontractor - Resolve Observations (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Respond to an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Respond to an Observation(Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Create Observations

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Configure the Observations Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Create an Observation

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Add Observation Templates

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Create an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Superintendent - Close an Observation (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

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Observations

Learn which user permissions are required to take the described actions in this tool.

Permissions

The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check-gp.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

What granular permissions are available for the Project level Observations tool?

Action

None

Read Only

Standard

Admin

Notes

Add a Comment to an Observation
Web iOS Android

  

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  • Comment on an Observation

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Add a Related Item to an Observation
Web

      

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Add Project Level Observation Types
Web

  

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  • Add Project Level Observation Types

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  • Add Project Level Observation Types

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Company level Observation Types are managed at the Company level Admin tool.

Can Be Included on the Distribution List

  

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Close Observation and Comment
Web iOS Android

  

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  • Close Observation and Comment

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Configure Advanced Settings: Observations
Web

  

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  • Configure Advanced Settings: Observations

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  • Configure Advanced Settings: Observations

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Create an Observation
Web iOS Android

  

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  • Create an Observation

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Observations creators can edit observations they created and change status to any status, close, and comment on their observation line items.

‘Read’ and 'Standard' users can only assign observations to an 'Admin' user unless they have been granted the granular permission 'Can Assign Standard and Eligible Read Only Users to Observations', which allows them to assign observations to other eligible users.

Create an Observation from an Inspection
Web iOS Android

  

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  • Create an Observation from an Inspection GP Create an Observation

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'Standard' users will also need 'Standard' permission to the Inspections tool.

Create a Project Level Observation Template
Web

  

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  • Create a Project Level Observation Template

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  • Create a Project Level Observation Template

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Customize the Column Display in the Observations Tool
Web

  

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Delete and Retrieve Observations
Web

  

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  • Delete and Retrieve Observations

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  • Delete and Retrieve Observations

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Delete Project Level Observation Templates
Web

  

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  • Delete Project Level Observation Templates

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  • Delete Project Level Observation Templates

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Delete Project Level Observation Types
Web

  

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  • Delete Project Level Observation Types

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  • Delete Project Level Observation Types

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Company level Observation Types are managed at the Company level Admin tool.

Edit Project Level Observation Templates
Web

  

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  • Edit Project Level Observation Templates

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  • Edit Project Level Observation Templates

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Company level Observation Types are managed at the Company level Admin tool.

Edit Project Level Observation Types
Web

  

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  • Edit Project Level Observation Types

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  • Edit Project Level Observation Types

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Edit Observations
Web iOS Android

  

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  • Edit Observations

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  • Edit Observations

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Email an Observation
Web

  

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  • Email an Observation

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  • Email an Observation

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  • Email an Observation

  

Email All Observations
Web iOS Android

  

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  • Email all Observations

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  • Email all Observations

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Email My Observations
Web

  

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  • Email my Observations GP

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Export Observations as a PDF or CSV
Web

  

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Respond as Observation Assignee
Web iOS Android

  

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  • Respond as Observation Assignee

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Search for and Filter Observations
Web iOS Android

  

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Update Observation Status to Ready for Review and Comment
Web iOS Android

  

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  • Update Observation Status to Ready for Review and Comment

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'Read Only' and 'Standard' users with the granular permission to 'Update Status and Comment on Observations Assigned to Users within Same Company' can update the status to 'Ready for Review'

Update Open Observation Status and Comment
Web iOS Android

  

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  • Update Open Observation Status and Comment

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  • Update Open Observation Status and Comment

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View the Activity Stream of an Observation

  

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View Change History
Web

  

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  • View Change History

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View Observations
Web iOS Android

  

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View Private Observations
Web iOS Android

  

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  • View Private Observations

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  • View Private Observations

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Users can view private observations without the granular permission if they created the item, set as the assignee, or are on the distribution list.

View Observations by Type
Web iOS Android

  

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Below are the notable changes to the project's Observations tool. 

Recent Changes

observations - New Granular Permissions Now Available (11/18/2025)

Procore introduced granular permissions for the Observations tool, enabling organizations to tailor user access beyond the traditional Read Only, Standard, and Admin roles. Observations granular permissions allows customers to assign specific capabilities, such as creating observations or assigning users outside their company, to better align with unique security requirements. To learn more, see What granular permissions are available for the project's Observation tool?

separate observations into quality and safety categories (11/18/2025) 

Procore has added the ability to permanently divide all existing observations into separate Quality Inspections and Safety Observations. Before this change, all observations were consolidated under one view. By separating them, Quality and Safety groups can focus exclusively on their relevant data and information, creating a better user experience. See Separate Quality Observations from Safety Observations. 

Modernized Observations Experience (03/25/2025)

The Observations Tool user interface has been modernized to provide a more seamless, user-friendly experience. The modernized experience is also available when creating Observations from Incident Actions, Inspection Items, and Coordination Issues. There is no change to functionality.