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Procore (en-CA)

Switch Between Views in the Projects List

Objective

To switch between views by clicking the viewing icons in the Portfolio tool. 

Background

The Project's page in the Portfolio tool contains a row of icons that lets you view your project list in List, Thumbnail, Overview, or Map view. 

Things to Consider

  • Required User Permission:
    • 'Read Only' level permission or higher on the company's Portfolio tool.
      Note: Your company determines which views and features are visible and available to you in this tool. See Set the Dashboard View Permissions.
  • Limitations:
    • If your user profile has not been added to a project's Directory, you will NOT be able to view that project in the Portfolio's 'Projects' page. 

Steps

  1. Navigate to your company's Portfolio tool.
    The Portfolio page appears. After you create a project, this page lists all the projects in your company's Procore account. 
  2. Click Projects.
    This reveals a list of projects. 
  3. Switch between views by clicking an icon in the top-right corner.
    • List View. Displays each project as a line item. 
      portfolio-project-list-view.png
    • Thumbnails View. Displays each project as a card. 
      portfolio-project-thumbnail-view.png
    • Overview View. Displays each project in your account with project data (if available). 
      Note: If the Schedule tool is disabled (see Add and Remove Tools on a Project), no value will appear in the 'Schedule Updated' field. 
      portfolio-project-overview-view.png
    • Map View. Displays your company's projects on a map. You can click the icons on the map to view project information. See Show Portfolio Projects in Map View.
      portfolio-project-map-view.png

See Also