Manage the Project Team Roles for the Project Home Page

The 'Project Team' area on the Home page provides a central list of key team members and their roles. This is especially useful for users who lack access to the Company or Project Directory for security reasons. To set this up, a Company Admin must first create custom project roles, and a Project Directory Admin must ensure all necessary people and companies are added to the directory. Once these two steps are complete, you can populate the list using the instructions below.

• Required User Permissions:

  • To create a project team from the project's Home page:

    • Admin' level permissions on the project Home page and 'Admin' level permissions on the Project level Directory tool.

  • To edit an existing project team from the project's Home page:

    • Admin' level permissions on the project's Home page and 'Admin' level permissions on the Project level Directory tool.
      OR

    • 'Read Only' level permissions or higher on the project's Home page and 'Read Only' or 'Standard' level permissions on the Project level Directory with the 'Assign Project Roles' granular permission.

• Additional Information:

  • Users with the appropriate permissions on the Project level Directory can perform this task in the Project level Directory tool. See Configure the Project Team in the Project Directory.

• Add a User Account to the Project Directory

• Add Custom Project Roles

1. Navigate to the project's Home page.

2. Under 'Project Team', hover over the top corner of the page and click Edit.

    Tip

   Users without 'Admin' level permissions on the Project level Directory tool can only see the 'Project Team' table when one or more members have already been added to the project team.

3. Cln the 'Members' column, click the drop-down menu to select a person for each project role. 

    Tip

   The 'Type' column for the project role indicates whether the project role is assignable to an individual person or to a company. The member options available for the project roles are based on their type.

4. Press ESC on your keyboard or click anywhere on your screen outside of the drop-down menu to save.

    In Beta

   A new version of the Project Home page is available. See Project Overview.

   Company Administrators can enable the Project Overview beta in Procore Explore. (US 2 | UK)

   1. Navigate to the Project Overview.

   • Navigate to the project's Home to be redirected to the Project Overview.

   • Click Menu and select Project Overview.

   2. Locate the 'Project Team' section.

   • Click Add Team if no project team members have been added yet.

   • Click Edit Team to make changes or add new users to your existing project team.

   3. For each of the roles, choose a user from the drop-down menu. You can choose multiple users.

   4. To clear a user, click the 'x' next to their name.