Configure the Project Team on the Project Home Page
Objective
To configure the project team in the Project level Directory tool.
Background
The project role assignments will appear on the project's Home or Overview page and are available as filters in the company's Portfolio tool, depending on the settings configured for each project role.
Things to Consider
- Required User Permissions
- Users with the appropriate permissions can perform this task from the project's Home page. See Add the Project Team to the Project Home Page.
- You can have multiple people or companies assigned to the same role.
Prerequisites
- Your project roles must be added to Procore. See Add Custom Project Roles.
- Your team members must be added to the Project Directory. See Add a User Account to the Project Directory.
Steps
- Navigate to the Project level Directory tool.
- Click the Configure Settings
icon. - Click Project Roles.
- Under the 'Members' column, select who should be assigned the role.
Your changes are automatically saved.