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Procore

Quick Create an Item 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 quick create an item from the Project Overview.

Background

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

Things to Consider

  • Required User Permissions
  • The options available in the quick create menu are based on the user's permissions to the related tools. If a user has access to create the item in the tool, the option will be available for them.

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click Quick Create and select the tool.
  3. After you select the tool, follow the steps to create the item: