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Procore (en-GB)

Navigate to a Favourite Tool

Objective

To navigate to a tool in your Company or Project level Favourites list. 

Background

After adding Procore tools to your Company or Project level list of Favourites, simply click the link to navigate to that tool. 

Things to Consider

  • Required User Permission:
    The minimum permissions for viewing the Favourites list in the Procore navigation bar is:
    • For the company level list, 'Read-Only' level permission to the company's Portfolio tool. 
      OR
    • For the project level list, 'Read-Only' level permission to the project's Home page. 
      AND
      To add tools to your Company or Project level favourites list, you must also have 'Read-Only' level permission or higher to the tool that you want to add.
      Note: Permissions to project tools are typically managed by your Procore Administrator using permissions templates. See Manage Permission Templates.
  • Prerequisites:
  • Additional Information:
    • The favourites list in the navigation bar automatically resizes to fit the page width of your web browser's window. Should you adjust your window to a smaller width, an arrow will appear so you can access your favourites using a drop-down list. 

Steps

  1. Log in to Procore. See Log in to Procore Web.
    After a successful login, a navigation bar appears across the top of the Procore web application.
    Note: For links to appear in the Favourites area of the navigation, you must add one or more Procore tools. See Add Procore Tools to Your Company Favourites
  2. Click the desired link in the Favourites area. 
    open-favourite-tool.png
    The system opens the corresponding tool. 

See Also