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Procore

Project Overview Screen - User Permissions (Android)

Project Overview Screen

Learn which user permissions are required to take the described actions in this tool.

 Important

Permissions for Project Overview are granted by assigning permissions for the project's Home tool.

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.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png 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

Add and Manage Bookmarks

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Add, Edit, or Delete Project Details from the Project Overview

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

Users must also have the following permissions:

  • 'Admin' level permissions to the project Admin tool.
    OR
  • 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.

Add, Edit, or Delete Project Links from the Project Overview

 Web

      check-green2.png  

Add, Edit, or Delete the Project Message and Notes from the Project Overview

 Web

      check-green2.png  

Change the Project Stage from the Project Overview

 Web

      check-green2.png  

Configure Project Overview Screen Preferences

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Configure the Tool Order for a Project

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Manage Project Team Roles from the Project Overview

 Web

      icon-mindtouch-table-check.png Users must also have 'Admin' level permissions to the Project Directory tool.

Navigate to a Different Company in Procore

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png You must have access to the company you are navigating to.
 

Navigate to a Different Project

 iOS     Android

  check-green2.png check-green2.png check-green2.png You must have access to the project you are navigating to.

Open Project Links

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

Quick Create an Item from the Project Overview

 Web     iOS     Android

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to create the item in the relevant Procore tool.

Share Project Location

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

Sort Projects

 iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Open Items from the Project Overview

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to view the item in the relevant Procore tool.

View Project Details from the Project Overview

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png  

View Project Message from the Project Overview

 Web     iOS     Android

  check-green2.png check-green2.png check-green2.png No instructions for viewing on web -The project message is immediately visible to all users when viewing the Project Overview on the web.

View Project Team from the Project Overview

 

 Web     iOS     Android

 

  check-green2.png check-green2.png check-green2.png No instructions for viewing on web -The project team is immediately visible to all users when viewing the Project Overview on the web.

View Project Weather from the Project Overview

 Web

  check-green2.png check-green2.png check-green2.png  

View Details of Recent Project Activity from the Project Overview

 Web

  icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
  • You can only see open items for tools you have access to.
  • The count of overdue, due next, and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.

View Recent Project Activity from the Project Overview

 Web

  check-green2.png check-green2.png check-green2.png