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Procore

Add, Modify, or Remove Project Links on the Project Home Page

Objective

To add, modify, or remove project links on the Project Home page.

Background

The project links feature allows Procore users with admin permission to create hyperlinks on the project's home page to other resources on the web. Project Managers can add links to company websites, webcams, industry resources, or any web entity that may provide helpful information for Procore users working on the project. In addition, other tools used by the project team can be linked to directly from the project home page, rather than incurring the overhead of setting up Custom Tools.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Admin tool or Project Home to add, modify, or remove project links.
    • 'Read-Only' level permission or higher on project-level tools and access permission to the project to view project links.

Steps

Add a Project Link

  1. Navigate to a project's Home page.
  2. Do the following:
    1. New. Under Project Links, click this button.
      add-project-links.png
    2. Title. Enter a title for your link.
    3. URL. Enter a valid URL. 
  3. Click Save.
    This adds the new link to the Project Home page.

Modify a Project Link

  1. Navigate to your company's Portfolio tool.
  2. Select the desired project.
  3. Under Project Links, hover over the link you want to modify and click the 'pencil' icon.
    edit-project-links.png
  4. Do the following:
    1. Title. Enter a title for your link.
    2. URL. Enter a valid URL. 
  5. Click Save.
    The system saves your changes.

Remove a Project Link

  1. Navigate to your company's Portfolio tool.
  2. Select the desired project.
  3. Under Project Links, hover over the desired link and click the 'trash can' icon.
    The system removes the selected link. 
    delete-project-links.png

See Also

 

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