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Procore

Configure the Project Team on the Project Home Page

Objective

To configure a project team using the Project Home page using the project's Directory tool.

Things to Consider

Demo

edit-project-team.gif

Steps

  1. Navigate to the project's Directory tool. 
    This reveals the 'Project Directory' page.
  2. Click the Configure Settings  icon.
  3. This reveals the 'Project Directory Settings' page. 
  4. Under Project Roles, select project team members from the Members drop-down list.
    Notes:
  5. Click Update
    (Note: The project role assignments will now appear on the project's Home page. The contact information from each user's profile in the Project Directory displays in the name, email, and office number fields.)

See Also