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Procore

View Open Items from the Project Overview

 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.

Objective

To view open items for the project from the Project Overview.

Background

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

Things to Consider

  • Required User Permissions
  • You can only see open items for tools you have access to.
  • The count of overdue, due next, and total items reflects all items for that tool. However, when you click the hyperlink, you will only see the items that you have access to within the respective tool.

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Locate the 'Open Items' section.
  3. Optional: Click Group By and select how you want to group open items.
  4. Select My Open Items to view items that require your action. 
    OR
  5. Click All Open Items to view all open items.
  6. Expand the section for the tool with open items you want to view.
  7. Click View next to an individual item to view the item's details in the tool.