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Add the Project Team to the Project Home Page


To define the project team on a project's Home page. 


On a project's Home page, the 'Project Team' area lets you create an informational listing of key project team members. Because many of your Procore users are not provided with read access to your Company or Project level Directory for security reasons, its helpful to create the 'Project Team' list on the project Home page to keep your Procore users apprised of which people and companies are responsible for performing key project roles. 

Before you can populate the 'Project Team' area with contact information, a user with 'Admin' level permission to the Company Admin tool must first add a list of custom project roles (see What are custom project roles? and Add Custom Project Roles). A user with 'Admin' level permission to the Project Directory should ensure that all the required people and companies have been added to the Project Directory (see Add a Company to the Project Directory or Add a Person to the Project Directory).  After those two (2) prerequisites are complete, you can then use the steps below. 

Things to Consider


  1. Navigate to the project's Home page. 
  2. Under Project Team, click Edit.
  3. Under Project Roles, review the list of roles, types, and members.
    Note: To add project roles, see Add Custom Project Roles
  4. Complete the following data entry for each role:
  5. Click Update.
    The system redirects you to the Project Directory
  6. Navigate back to the project's Home page to see your updates.

See Also


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