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Procore

Configure the Project Team on the Project Home Page

Objective

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

Background

The project role assignments will appear on the project's Home or Overview page and are available as filters in the company's Portfolio tool, depending on the settings configured for each project role.

Things to Consider

Prerequisites

Steps

  1. Navigate to the Project level Directory tool. 
  2. Click the Configure Settings icons-settings-gear.png icon.
  3. Click Project Roles.
  4. Under the 'Members' column, select who should be assigned the role.
    Your changes are automatically saved.
 Tip
To remove a user or a company, click the X next to their name.

See Also