View Snapshots in the Project Status Snapshots Tool

The Project Status Snapshots tool lets users view, filter, and open snapshots from your company's Procore projects.

• Required User Permissions:
  To provide users access to snapshots on the Project Status Snapshots tool in a company permissions template:

  • To view all project status snapshots, assign 'Read Only' level permissions.

  • To change the status of a project status snapshot or export a snapshot list, assign 'Standard' level permissions.

1. Navigate to the Company level Project Status Snapshots tool.

2. Locate a snapshot in the list.

3. (Optional) If you want to view the snapshot, click the Open icon in the Project column.

    Important

   To see project status snapshots in specific Procore projects and their own ad hoc snapshots, grant users access to the Budget tools within those projects.

   
   

4. To filter the list view, click Filters.
   This opens the Filters panel.
   
   
   

   • Set the available filters to focus on the snapshots you want to view. The filter options are:

     • Created By. Choose one or more snapshot creators.

     • Created On. Set a time frame using the calendar.

     • Project. Select specific projects to view their snapshots.

     • Region. Pick a project region.

     • Stage. Choose a project stage.

     • Office. Select an office.

     • Department. Pick a department.

     • Program. Select a program.