Instructions
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The Instructions tool is a country-specific tool that has been developed specifically for Procore customers in Australia, New Zealand, and Canada. This tool provides team members on a construction project with the ability to capture and record all types of instructions (i.e., architect instructions, client instructions, and site instructions for contractors).
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- Add a Related Item to an Instruction
- Add the Instructions Tool to a Project
- Configure Advanced Settings: Instructions
- Create a Change Event from an Instruction
- Create an Instruction from an RFI
- Create and Issue an Instruction
- Delete an Instruction
- Edit and Reissue an Instruction
- Export an Instruction
- Export the Instructions List
- Request to Enable the Instructions Tool
- Retrieve an Instruction from the Recycle Bin
- Set User Permissions for the Instructions Tool
- Switch Between Views in the Instructions Tool
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Instructions
The following table highlights which user permissions are required to perform the described user action.
1 You must also be your company's Procore Administrator.
2 You must also have access to the RFI and 'Read Only' level permissions or higher on the project's RFIs tool.
3 Users with 'Standard' permissions can only edit instructions that they have created.
Below are the notable changes to the project's Instructions tool.
Recent Changes
No recent notable changes.