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- https://en-gb.support.procore.com/faq/why-is-the-send-to-erp-button-grayed-out-in-the-project-creation-assistantWhen the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
- https://en-gb.support.procore.com/faq/can-i-add-personal-avatars-or-profile-photos-for-other-usersAnswer You can only add an avatar or profile photo for your own user account. See Upload Your Avatar or Profile Photo to Procore. See Also Manage 'My Profile Settings' If you would like to learn more ...Answer You can only add an avatar or profile photo for your own user account. See Upload Your Avatar or Profile Photo to Procore. See Also Manage 'My Profile Settings' If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page .
- https://en-gb.support.procore.com/faq/why-is-my-open-items-list-not-showing-tasks-that-have-been-assigned-to-meFor example, you might be the 'Assignee' on an RFI, but the RFI creator has changed the status of that RFI to 'Closed.' Procore always removes items in the 'Closed' status from the 'My Open Items' lis...For example, you might be the 'Assignee' on an RFI, but the RFI creator has changed the status of that RFI to 'Closed.' Procore always removes items in the 'Closed' status from the 'My Open Items' list. For example, if you are designated as an 'Assignee' in the RFIs tool but the RFI has no 'Due Date' it will not appear in the 'My Open Items' list. Procore does NOT place items in the 'My Open Items' list unless the item has a due date.
- https://en-gb.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/track-important-project-datesHow to create a custom report that provides a more optimized, real-time view of critical project dates.
- https://en-gb.support.procore.com/faq/what-are-custom-project-rolesIn Procore, the custom project roles feature in the Company level Admin tool gives your company the ability to create a customised list of project roles that reflect your organisation's unique role-la...In Procore, the custom project roles feature in the Company level Admin tool gives your company the ability to create a customised list of project roles that reflect your organisation's unique role-labelling. Owner, Vice President, Senior Project Manager, Project Architect, Project Manager, Assistant Project Manager, Site Project Manager, Land Planner, Senior Project Architect, Associate Architect, Concrete Contractor, Drywall Contractor, Electrical Contractor, Plumbing Contractor and so on.
- https://en-gb.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/add-filters-to-the-portfolio-viewsHow to search for projects in the different views in the company's Portfolio tool.
- https://en-gb.support.procore.com/products/online/user-guide/company-level/portfolio/permissionsThis page lists the user permissions that are required to perform actions in or related to the company's Portfolio tool.
- https://en-gb.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/switch-between-views-in-the-projects-listHow to switch between Portfolio views.
- https://en-gb.support.procore.com/faq/which-microsoft-excel-file-versions-can-be-attached-to-items-in-procoreExplains that the .XLS file format associated with Microsoft Excel (Version 2007 and earlier) has reached its end-of-life and is not supported in Procore.
- https://en-gb.support.procore.com/faq/what-are-the-threshold-values-for-the-portfolio-tools-health-dashboardThe following table shows the threshold settings for the colour-codes that appear in the Snag List column of the Portfolio tool's Health Dashboard. The following table shows the threshold settings for...The following table shows the threshold settings for the colour-codes that appear in the Snag List column of the Portfolio tool's Health Dashboard. The following table shows the threshold settings for the colour-codes that appear on the horizontal bar chart in the Programme column of the Portfolio tool's Health Dashboard. The following table shows the threshold settings for the colour-codes that appear in the Unapproved Variations column of the Portfolio tool's Health Dashboard.
- https://en-gb.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/set-the-dashboard-view-permissionsGives users the ability to view the projects on the Portfolio List in the the Projects view. Gives users the ability to view project on a map in the Projects view. Gives users the ability to view a pr...Gives users the ability to view the projects on the Portfolio List in the the Projects view. Gives users the ability to view project on a map in the Projects view. Gives users the ability to view a project overview list in the Projects view. Gives users the ability to view the commitment summary under Financial Views. Gives users the ability to view the contract summary under Financial Views. Gives users the ability to view the contract variance under Financial Views.