Afficher mes éléments ouverts dans l'outil Portfolio (2)

L’outil Portefeuille comprend une liste Mes éléments ouverts qui affiche tous les éléments ouverts sur les projets de votre entreprise qui nécessitent que vous exécutiez une action.

L’outil Portefeuille comprend une liste Mes éléments ouverts qui affiche tous les éléments ouverts sur les projets de votre entreprise qui nécessitent que vous exécutiez une action.

1. Navigate to My Open Items.
   

   • From the My Open Items icon in the navigation bar: Afficher /Masquer les étapes

     

   • From the Company Tools Menu: Afficher /Masquer les étapes

     1. Navigate to the Company level in Procore.

     2. Click the Company Tools menu.

     3. In the 'Core Tools' section, click My Open Items.

   • From the Portfolio Tool: Afficher /Masquer les étapes

     1. Navigate to the Portfolio tool.

     2. Click My Open Items.

   • From the Procore Home (Beta): Afficher /Masquer les étapes
     Note: Your company must also be enrolled in the Procore Home beta enabled.

     1. Navigate to Procore Home.

     2. Click Menu to open the tools menu.

     3. Select My Open Items.

2. Optional: Search and Filter Open Items.

3. Configure your view.

   • Column Data

     1. Click the table settings icon to configure what data is displayed in the table.

     2. Move the toggles ON or OFF to show or hide a column.

     Afficher/Masquer les champs

     • Company Name. The name of the company where the item originated from, including external companies.

     • Project Name. The name of the project associated with the item.

     • Item Type. The type of open item (e.g., Punch List Item, Submittal, RFI).

     • Title. The title or subject and number of the open item.

     • Progress. Groups items based on their due date.

       • Overdue. Due date has passed; displays in red. 

       • Due Today. Due at the end of the day; shows as yellow.

       • Due < 4 Days. Due in less than 4 calendar days; shows as yellow.

       • Due > 4 Days. Due in more than 4 day calendar days; shows as yellow.

       • No Due Date. Item has no due date; shows as grey.

     • Due Date. Date the item is due. Date shows in red only if the item is Overdue.

     • Status. The current status of the item.

   • Column Order

     1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

   • Column Sort

     1. Click the column. Click again to switch between ascending or descending order:

        • Ascending

        • Descending

   • Pinning and Sizing

     1. Click the vertical ellipsis for the column. Then select from the following options:

        • Pin Column: Click to pin the column to a specific side or remove the pin.

          • Pin Left

          • Pin Right

          • No Pin

        • Autosize This Column: Click to automatically adjust the size of this column.

        • Autosize All Columns: Click to automatically adjust the size of all column.

        • Reset Columns: Click to reset the columns to the default settings.