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Configure the Project Team on the Project Home Page

Objective

To configure the project team in the Project level Directory tool.

Things to Consider

Steps

  1. Navigate to the Project level Directory tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Project Roles.
  4. Click the drop-down menu under the 'Members' column for the project role you want to configure.
     Tip
    The 'Type' column for the project role indicates whether the project role is assignable to an individual person or to a company. The member options available for the project roles are based on their type.
  5. Start typing in the drop-down menu to search the Project Directory or scroll through the list until you find the person or company that you want to assign to the project role.
  6. Click a person's or company's name to assign them to the project role.
  7. Optional:
    • To add additional members to the project role, repeat steps 5 and 6.
    • To remove an individual member from the project role, click the X next to their name.

      directory-project-roles-remove-member.png
       
    • To remove all members from the project role, click the X at the end of the drop-down menu.

      directory-project-roles-remove-all-members.png
       
  8. Press ESC on your keyboard or click anywhere on your screen outside of the drop-down menu.
    Your changes are saved automatically. The project role assignments will now appear on the project's Home page and will be available as filters in the company's Portfolio tool, depending on the settings configured for each project role.

 

If you would like to learn more about Procore's directory software and how it can help your business, please visit our construction contact directory tool product page .