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Procore (en-GB)

Add Favourites to the Project Tools Menu

Objective

To add your favourite tools to the Project Tools menu in Procore's navigation bar.

Background

The Procore navigation bar includes a Favourites list that is similar to the Bookmarks feature in a web browser. It stores a link to your favourite Procore tool's landing page(s). You can add up to ten (10) tools to your Favourites list

The Favourites you define are specific to your Procore user account (i.e., a Procore Administrator cannot create a Favourites list for other Procore users). In addition:

  • If your user account has been granted access to multiple Procore projects in a single company's account, you can create one (1) Favourites list for your Company tools and one (1) Favourites list for your Project tools.
  • If you have access to more than one company account in Procore, you can define one (1) Company Favourites list and one (1) Project Favourites list for each company account. 

Things to Consider

  • Required User Permissions:
    • To add a Project level tool to your list of Favourites, you must have:
      • 'Read Only' level permission or higher on the Project Home page.
        AND
      • 'Read-Only' level permissions or higher to the Project Tool that you want to add.
        Note: Your Project Tool permissions may be governed by a permission template. See Manage Permission Templates.
  • Additional Information:

Steps

  1. Select any project listed the Select a Project drop-down list. 
  2. Under Project Tools, click the down arrow.
  3. Hover your mouse cursor to the left of the desired tool name until a GRAY star icon appears. Then click the GRAY star so it turns YELLOW. 

    add-project-level-favourites.png

    Notes:
    • You can add a maximum of ten (10) tools to your Favourites list. 
    • After you've added this maximum, only the selected YELLOW stars appear.
    • To navigate to the tool, click the tool name in the Favourites list. See Navigate to a Favourite Tool
    • If you want to remove a favourite tool, simply click the YELLOW star in the toolbox list. A GRAY star indicates a tool is NOT marked as a favourite. 

See Also