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Procore

Quick Create an Item from the Project Overview

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 In Beta
This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

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Objective

To quick create an item from the Project Overview.

Background

The Project Overview gives users access to important project information in one place.

Things to Consider

  • Required User Permissions
  • The options available in the quick create menu are based on the user's permissions to the related tools. If a user has access to create the item in the tool, the option will be available for them.

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click Quick Create and select the tool.
  3. After you select the tool, follow the steps to create the item: