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Procore

Add the Project Team to the Project Home Page

Objective

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

Background

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 User Account to the Project Directory).  After those two (2) prerequisites are complete, you can then use the steps below. 

Things to Consider

  • Required User Permission:
    • To assign project roles to people on the project team, 'Admin' level permission to the project Home page and 'Admin' level permission to the Project Directory.
      OR
    • You must have 'Read Only' permission on the Portfolio tool, 'Read Only' or 'Standard' permission on the Project Directory, and be assigned the 'Assign Project Roles' granular permission. See Grant Granular Permissions in a Permission Template.

Prerequisites

Steps

  1. Navigate to the project's Home page. 
  2. Under Project Team, hover over the top corner of the page until the Edit icon appears.
  3. Click Edit.
    edit-project-team.png
  4. Under Project Roles, review the Role, Type, and Members list.
    Note: To add project roles, see Add Custom Project Roles
  5. Complete the following data entry for each role:
  6. Click Update.
  7. Navigate back to the project's Home page to see your updates.

See Also

 

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