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Procore (en-GB)

About the Project Home Screen (iOS)

Also available on  android-gray-icon.jpg 

Objective

To customise your view of project tools and perform quick actions from the home screen of the Procore iOS app.

Things to Consider

  • Required User Permissions:
    • 'Read Only' or higher level permissions on one or more project tools.
  • Additional Information:
    • You can only configure the tools that you have access to on the project.

Steps

See steps for the following sections:

Bookmarks and Recent Drawings

You can choose to show or hide bookmarks and recent drawings on your project's home screen.

See the following tutorials for details:

Configure Tools on the Home Screen

  1. Open the Procore app on an iOS mobile device and select the relevant project.
    Note: This loads the home screen for the project.
  2. Click the filter icon-filter-mobile.png icon.
    home-screen-tools-filter.png
  3. Make sure that the tools that you want quick access to are marked as favourites:
    • Tap the star icon-open-star-mobile.png icon next to each tool that you want to mark as a favourite.
      Note: When a tool is marked as a favourite (has the star icon-star-favorite-mobile.png selected) it will remain visible on the home screen.
  4. Press and hold the reorder icon-reorder-ios.png icon for a tool to drag it to a different order.
  5. Continue reordering tools to your preference.
  6. Optional: If you want to hide the remaining tools so that they do not appear on the home screen, tap the toggle icon to the ON icon-toggle-on-ios.png position.

    hide-tools.png
     
  7. Tap Save Changes.

Perform a Quick Action for a Tool

  1. Open the Procore app on an iOS mobile device and select the relevant project.
    Note: This loads the home screen for the project.
  2. Tap the plus icon-plus-quick-create-mobile.png icon on the tool you want to perform a quick action for.
    Note: Tools that do not have quick actions available do not have a plus icon next to them.
    quick-action.png
  3. Depending on the tool, you will be able to create a new item or generate a new upload. Complete the necessary tasks in the app to complete the action.