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Procore

Project Overview

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 In Beta
This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

The Project Overview is built to empower Procore users to see relevant information, surface risks, and take action on important project tasks all in one place based on their individual needs.

Project Overview offers:

  • Quick access to important project information. 
  • An enhanced view of open items.
  • The ability to identify and track key project initiatives.
  • Best practices and setup guides.
  • The ability to quickly create different items like RFIs and Observations from a single location. 

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     In Beta
    This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.
     

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      Learn which user permissions are required to take the described actions in this tool.

       Important

      Permissions for Project Overview are granted by assigning permissions for the project's Home tool.

      Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

      Permissions

       |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

      icon-mindtouch-table-check.png Users can take the action with this permission level.

      icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

      Action None Read Only Standard Admin Notes

      Add and Manage Bookmarks

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      Add, Edit, or Delete Project Details from the Project Overview

       Web

      		   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

      Users must also have the following permissions:

      • 'Admin' level permissions to the project Admin tool.
        OR
      • 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.

      Add, Edit, or Delete Project Links from the Project Overview

       Web

      		       check-green2.png  

      Add, Edit, or Delete the Project Message and Notes from the Project Overview

       Web

      		       check-green2.png  

      Change the Project Stage from the Project Overview

       Web

      		       check-green2.png  

      Configure Project Overview Screen Preferences

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      Configure Tool Order for Project

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      Manage Project Team Roles from the Project Overview

       Web

      		       icon-mindtouch-table-check.png Users must also have 'Admin' level permissions to the Project Directory tool.

      Navigate to a Different Company in Procore

       Web     iOS     Android

      		   check-green2.png check-green2.png check-green2.png You must have access to the company you are navigating to.
       

      Navigate to a Different Project

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png You must have access to the project you are navigating to.

      Open Project Links

       Web     iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      Quick Create an Item from the Project Overview

       Web     iOS     Android

      		   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to create the item in the relevant Procore tool.

      Share Project Location

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      Sort Projects

       iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      View Open Items from the Project Overview

       Web

      		   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png Users must also have permissions to view the item in the relevant Procore tool.

      View Project Details from the Project Overview

       Web     iOS     Android

      		   check-green2.png check-green2.png check-green2.png  

      View Project Message from the Project Overview

       Web     iOS     Android

      		   check-green2.png check-green2.png check-green2.png No instructions for viewing on web -The project message is immediately visible to all users when viewing the Project Overview on the web.

      View Project Team from the Project Overview

       

       Web     iOS     Android

       

      		   check-green2.png check-green2.png check-green2.png No instructions for viewing on web -The project team is immediately visible to all users when viewing the Project Overview on the web.

      View Project Weather from the Project Overview

       Web

      		   check-green2.png check-green2.png check-green2.png  

      View Details of Recent Project Activity from the Project Overview

       Web

      		   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
      • You can only see open items for tools you have access to.
      • The count of overdue, due next, and total items reflects all items for that tool. However, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.

      View Recent Project Activity from the Project Overview

       Web

      		   check-green2.png check-green2.png check-green2.png  

       

      Below are the notable changes to the project's Project Overview. 

      Recent Changes

      Project links now carry over from the Project Overview page of a project template to a new project created from that template. See What gets copied over to a new project from a project template? for details. 

      NEW PROCORE INSIGHTS (06/04/2024) 

      New Project Insights are now available within the Project Overview experience. This feature enables users to proactively identify potential risks that may impact their projects, allowing them to take corrective action promptly. Current Insights available are Average Submittal Response Time and Average RFI Response Time. See About Procore Insights.

      New Project Overview for New Customers (05/20/2024)

       In Beta
      This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

      The Project Overview is built to empower Procore users to see relevant information, surface risks, and take action on important project tasks all in one place based on their individual needs. The Project Overview gives quick access to important project information, an enhanced view of open items, and the ability to quickly create different items like RFIs and Observations from a single location. See About the Project Overview.