Switch Between Views in the Projects List

Objective

To switch between views by clicking the viewing icons in the Portfolio tool. 

Background

The Project's page in the Portfolio tool contains a row of icons that lets you view your project list in List, Thumbnail, Overview, or Map view. 

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the company's Portfolio tool.
    Note: Your company determines which views and features are visible and available to you in this tool. See Set the Dashboard View Permissions.
• Additional Information:
  • If your user profile has not been added to a project's Directory, you will NOT be able to view that project in the Portfolio's 'Projects' page. 

Steps

1. Navigate to your company's Portfolio tool.
   The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 
2. Click Projects.
   This reveals a list of projects. 
3. Switch between views by clicking an icon in the top-right corner.

   The table below describes each icon in the Projects view Portfolio tool. 

   Icon…	When ORANGE, means this view is active…
   	List View
   	Thumbnail View
   	Overview View
   	Map View

   • List View. Displays each project as a line item. 
     
   • Thumbnails View. Displays each project as a card. 
     
   • Overview View. Displays each project in your account with project data (if available). 
     Note: If the Programme tool is disabled (see Add and Remove Tools on a Project), no value will appear in the 'Schedule Updated' field. 
     
   • Map View. Displays your company's projects on a map. You can click the icons on the map to view project information. See Show Portfolio Projects in Map View.
     

See Also

• Add Filters to the Portfolio Views
• Set the Dashboard View Permissions