Project Overview - Permissions
Important
Permissions for Project Overview are granted by assigning permissions for the project's Home tool.
Permissions
Action | None | Read Only | Standard | Admin | Notes |
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Add and Manage Bookmarks |
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Add, Edit, or Delete Project Details from the Project Overview |
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Users must also have the following permissions:
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Add, Edit, or Delete Project Links from the Project Overview |
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Add, Edit, or Delete the Project Message and Notes from the Project Overview |
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Change the Project Stage from the Project Overview |
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Configure Project Overview Screen Preferences |
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Configure Tool Order for Project |
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Manage Project Team Roles from the Project Overview |
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Users must also have 'Admin' level permissions to the Project Directory tool. | |||
Navigate to a Different Company in Procore |
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You must have access to the company you are navigating to. |
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Navigate to a Different Project |
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You must have access to the project you are navigating to. | |
Open Project Links |
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Quick Create an Item from the Project Overview |
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Users must also have permissions to create the item in the relevant Procore tool. | |
Share Project Location |
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Sort Projects |
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View Open Items from the Project Overview |
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Users must also have permissions to view the item in the relevant Procore tool. | |
View Project Details from the Project Overview |
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View Project Message from the Project Overview |
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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
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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 |
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View Details of Recent Project Activity from the Project Overview |
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View Recent Project Activity from the Project Overview |
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