About the Project Overview Screen (iOS)
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Objective
To customise a project's tools, quick actions, and more for the Project Overview screen of your 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
- Open the Procore app on an iOS mobile device.
- Navigate to the project you want to configure or view. See Navigate to a Different Project (iOS).
- Choose from the following tasks and sub-tasks:
- Search: Search for items within a project.
- Bookmarks: Click on an item in the Bookmarks section.
- Recent Drawings: Click on a drawing in the Recent Drawings section.
- My Tools: Click on a tool in the My Tools section or search for it using Search Tools.
- Project settings: Manage notification settings for the project with Manage Project Settings.
- Screen preferences: Configure Project Overview Screen Preferences.
- Bottom toolbar:
- Tools: Return to the project's list of tools on the Project Overview page if you've navigated away.
- Drawings: Open your list of drawings without clicking on the Drawing tool thumbnail.
- Create: Quickly create certain outputs such as a defect item or notes register without clicking on the needed tool.
- Camera: Quickly open the Camera tool to take a photo or navigate to your photos.
- Conversations: Quickly open your direct messages.
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