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Procore

View Open Items from the Project Overview

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Limited RElease

This feature is currently available to new customers in Australia, Canada, United Kingdom, United States and New Zealand. Users in other regions can access the Project Home.

Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.

Objective

To view open items for the project from the Project Overview.

Background

The Project Overview gives users access to important project information in one place.

Things to Consider

  • Required User Permissions
  • You can only see open items for tools you have access to.
  • The count of overdue, due next and total items reflects all items for that tool. However, when you click the hyperlink, you will only see the items that you have access to within the respective tool.

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Locate the 'Open Items' section.
  3. Optional: Click Group By and select how you want to group open items.
  4. Select to view My Open Items and click View to view details. 
    OR
  5. Click All Open Items and take one of the following actions:
    • Click the hyperlink to view overdue items.
    • Click the hyperlink to view items due in the next 7 days.
    • Click View All to view all items for that tool