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About the Modernized Inspections List View

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Overview

The Inspections List View provides a faster, more responsive interface for managing project data. This update replaces the legacy view with an improved architecture designed for high-volume inspection lists and real-time data accuracy.

Key Features

  • Add custom fields and configure which columns are visible in your table.

  • Create and save specific filter and column configurations for personal, project, or company use.

  • Use the dedicated filter tab to narrow down your list by various inspection attributes.

  • Organize your list by attributes like Status or Inspection Template to better categorize your data.

  • Perform inline bulk actions to edit fields, manage assignees, download, or delete multiple inspection records at once.

Things to Consider

Feature Availability

  • Generally Available (GA): The Modernized Inspections List View and Bulk Editing features.

  • Open Beta: Most Granular Permissions for the project-level Inspections tool (must be enabled via Procore Explore).

    • Exceptions available by default: Create a Reinspection, View Project Inspection Insights, and Create/Edit Inspection Schedules.

Transitioning from Legacy Roles to Granular Permissions

Access is now granted through specific actions rather than default roles (Read-Only, Standard, Admin):

  • Viewing the List: Users need the View Project level Inspections permission.

  • Editing Inspections: Users need one of the following depending on their scope:

    • Edit any Inspection

    • Edit any Inspection You created

    • Edit any Inspection where You are the Assignee

  • Managing Saved Views: Users need the Manage Project Saved Views permission to create, edit, or delete personal and project-wide filters.

See Project Inspections User Permissions to learn more.

Inspections List View Walkthrough

Configure Columns and Custom Fields Show / Hide Steps

Tailor the list view to show only the information that matters most to your workflow.

  1. Click the Configure icon to open Table Settings.

  2. In the configuration panel, toggle columns ON to show them or OFF to hide them.

  3. Note that you can now add Custom Fields directly to your table view through this menu.

 

Filter the Inspections List View Show / Hide Steps

  1. Click the Filters button to open the filter panel.

  2. Select your criteria (Status, Type, etc. ).

  3. Click Apply.

    • To clear: Click Clear All Filters at the top of the panel or click the X to close.

Create a Saved View Show / Hide Steps

  1. Apply your desired filters and column configurations.

  2. Click the Views button to open the Saved Views panel.

  3. Click Create.

  4. In the panel, enter:

    • Name: (Required) A clear title for the view.

    • Description: (Optional) Context for what this view is for.

    • View Level: Choose Personal, Project, or Company.

    • Click Create.

Organize Inspections List View with Grouping Show / Hide Steps

  1. Click the Select a column to group dropdown at the top of the list.

  2. Choose an attribute (e.g., Inspection Template or Status) to nest inspections under those headings.

  3. Click Reset to clear the grouping.

Perform Bulk Actions Show / Hide Steps

Save time by managing and updating multiple inspection items simultaneously directly from the list toolbar.

  1. Select the checkboxes next to the inspections you want to modify (or click the header checkbox to select all visible items across groups).

  2. From the action bar above the grid, choose one of the following options:

    • + Add Assignee: Select and attach additional assignees to all chosen items.

    • Edit: Opens the Bulk Edit side panel. From here, you can modify any available standard or custom inspection fields across all selected records simultaneously, then click Update.

    • Download: Export data for all selected inspections at once.

    • Replace Assignee: Reassign selected inspection items from one team member to another.

    • Delete: Bulk delete selected inspection items (Admin permission required).