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Procore (en-CA)

Create a Quick Deficiency Category on a Project

Objective

To create a quick deficiency category on your project. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Deficiency List tool.
  • Categories are used for organizational purposes when managing and creating Deficiency List Templates. Categories will not affect how your Deficiency List tool is organized.
  • Any templates or categories created at the project level will not have a key icon next to them.

Steps

  1. Navigate to the project's Deficiency List tool.
  2. Click Configure Settings .
  3. Click Deficiency List Templates in the right pane. 
    This reveals a list of deficiency list templates, organized by category. 
  4. Click +Create Category.
    This opens the Create New Deficiency Item Template Category window.
  5. Enter a new category Name.
  6. Click Create to add the new category.

See Also