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Procore

Add the Instructions Tool to a Project

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Objective

To add the Instructions tool to a Procore project.

Background

Things to Consider

  • Required User Permissions:
    • 'Admin' permission on the project's Admin tool.
  • Additional Information:
    • This tool has been developed specifically for Procore clients in Australia, New Zealand and Canada. 

Prerequisites

  • The Instructions must be licensed and available for your account. 
    Note: Your company's Procore Administrator must submit a request to your Procore point of contact to determine whether the Instructions tool can be enabled for your account.

Steps

  1. Navigate to the project's Admin tool.
  2. Click Active Tools.
  3. Locate the Instructions tool. 
  4. Mark the checkbox next to the Instructions tool name.
  5. Click Update.
    The Instructions tool will now appear in the Project Tools menu under Project Management.