Project Overview
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Limited RElease
This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.
The Project Overview is built to empower Procore users to see relevant information, surface risks, and take action on important project tasks all in one place based on their individual needs.
Project Overview offers:
- Quick access to important project information.
- An enhanced view of open items.
- The ability to identify and track key project initiatives.
- Best practices and setup guides.
- The ability to quickly create different items like RFIs and Observations from a single location.
Limited RElease
This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.
There are no items that match your search query.
- About the Project Overview
- Add, Edit, or Delete Project Details from the Project Overview
- Add, Edit, or Delete Project Links from the Project Overview
- Add, Edit, or Delete the Project Message and Notes from the Project Overview
- Change the Project Stage from the Project Overview
- Manage Consolidated Tool Settings (Closed Beta)
- Manage Project Team Roles from the Project Overview
- Quick Create an Item from the Project Overview
- View Open Items from the Project Overview
- View Project Details from the Project Overview
- View Project Weather from the Project Overview
- View Recent Project Activity from the Project Overview
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Navigating Project Overview
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Add, Edit, or Delete Project Details from the Project Overview |
Users must also have the following permissions:
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Add, Edit, or Delete Project Links from the Project Overview |
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Add, Edit, or Delete the Project Message and Notes from the Project Overview |
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Change the Project Stage from the Project Overview |
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Manage Project Team Roles from the Project Overview |
Users must also have 'Admin' level permissions to the Project Directory tool. | ||||
Quick Create an Item from the Project Overview |
Users must also have permissions to create the item in the relevant Procore tool. | ||||
View Open Items from the Project Overview |
Users must also have permissions to view the item in the relevant Procore tool. | ||||
View Project Details from the Project Overview |
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View Project Message from the Project Overview |
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View Project Team from the Project Overview |
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View Project Weather from the Project Overview |
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View Details of Recent Project Activity from the Project Overview |
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View Recent Project Activity from the Project Overview |
Below are the notable changes to the project's Project Overview.
Recent Changes
New Project Overview for New Customers (20/05/2024)
Limited RElease
This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.
The Project Overview is built to empower Procore users to see relevant information, surface risks, and take action on important project tasks all in one place based on their individual needs. The Project Overview gives quick access to important project information, an enhanced view of open items, and the ability to quickly create different items like RFIs and Observations from a single location. See About the Project Overview.