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Procore

Add Project Notes

Objective

To add project notes on the Projects tab in the company's Portfolio tool.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the company's Portfolio tool.
  • Additional Information:

Steps

  1. Navigate to the company's Portfolio tool.
  2. Click the Projects tab.
  3. Click the list icon-view-list.png icon.
  4. Click into the editable field in the Notes column for the relevant project.

    portfolio-project-notes.png
     
  5. Click anywhere on the screen outside of the field. Your changes are saved automatically.