Add Favorites to the Project Tools Menu

Objective

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

Background

Things to Consider

• Required User Permissions:
  • To add a Project level tool to your list of Favorites, you must have:
    • 'Read Only' level permissions or higher on the Project Home page.
      AND
    • 'Read Only' level permissions or higher on the Project Tool that you want to add.
      Note: Your Project Tool permissions may be governed by a permission template. See Manage Project Permissions Templates.
• Additional Information:
  • You can add up to ten (10) project tools to your personal Favorites list. 
  • If you are NOT able to add tools to your personal Favorites using the steps below, see Why can't I add Company level tools to my Favorites list?
  • To create a personal Favorites list for your Company Tools, see Add Favorites to the Company Tools Menu.

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

Next Step

• Navigate to a Favorite Tool

See Also

• Set Up and Manage Your Favorites
• Why can't I add Procore tools to my Favorites list?