Search and Filter My Open Items

My Open Items shows all of the open items across all your companies and projects that require you to complete an action.

• Required User Permissions

• During the beta phase, you will only see cross-company items that originate from companies within the same data zone as your company (e.g., if your company is in the USO1 zone, you will only see cross-company items from other USO1 companies).

• Users who have a large number of open items across many projects may notice longer-than-expected loading times for the My Open Items page. We are working to improve the response time before My Open Items becomes generally available.

1. Navigate to My Open Items (Beta)

   • From the My Open Items icon in the navigation bar: Show / Hide Steps

     

   • From the Company Tools Menu: Show / Hide Steps

     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: Show / Hide Steps

     1. Navigate to the Portfolio tool.

     2. Click My Open Items.

   • From the Procore Home (Beta): Show / Hide Steps
     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. Search and Filter

   • Search

     1. Click the search bar and enter your search term to search the following fields:

        • Company Name

        • Project Name

        • Project Number

        • Title

   • Filter

     1. Click the filter icon.

     2. Select your filters from the following options:

        • Company Name

        • Item Type

        • Progress

        • Project Name