Settings tools menu update#

Repeat these steps for up to ten (10) tools.

Locate the desired tool in the list and place a checkmark next to it.ДЇor example, place a checkmark next to the Drawings tool to make it a favorite.

Under Project Settings, click Active Tools.

For details, see Why can't I see the Favorites tab in My Account Settings? Note: If you do not see the Favorites tab, confirm that you are viewing the Company level Navigation bar. This reveals the My Profile Settings page.

Click the Account & ProfileВ icon in the navigation barВ and choose My Profile Settings.

Important! The next step is only visible and available after navigating to a Company level tool, such as the Portfolio tool.

Navigate to the company's Portfolio tool.

Complete the steps in Log in to ProcoreВ Web.

To restore those settings, you can navigate to the project and follow the stepsВ in Add Favorites to the Project Tools Menu. If you have previously set up a project-specific favorites list, those favorites will be overwritten.

When you create or update your Favorites using the Steps below, your new settings and/or any updatesВ will be applied to all of your projects in your company's account.You must have a default permission template assigned to your user account.В If you don't have a default permission template, you will be prompted to reach out to a Procore Administrator at the company you are working with.TheВ Favorites you define are specific to your Procore user account (i.e.,В a Procore AdministratorВ cannot define a Favorites list for otherВ ProcoreВ users).'Read-Only' level permission or higher to the Procore tools that you want to add to your favorites list.

'Read-Only' level permission or higher to the company's Portfolio tool.

Settings tools menu update#