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Procore

Project Overview - Permissions

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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.

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

Change the Project Stage from the Project Overview
Web

      

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Configure Project Overview Screen Preferences
iOS  | Android

  

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Configure Tool Order for Project
iOS  | Android

  

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Manage Project Connections from the Project Overview
Web

      

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Via the Procore Connect Card.

Manage Project Dates and Timeline from the Project Overview
Web

  

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Users must have 'Admin' level permissions to the project's Admin tool.

Manage Project Details from the Project Overview
Web

  

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Users must also have one of the following permissions:

  • 'Admin' level permissions to the project Admin tool.

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

Manage Project Links from the Project Overview
Web

      

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Manage the Project Message and Notes from the Project Overview
Web

      

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Manage Project Team Roles from the Project Overview
Web

  

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Users must also have one of the following permissions to the Project Directory tool:

  • 'Admin'

  • 'Read Only' or 'Standard' with the Assign Project Roles granular permission

Open Project Links
Web | iOS | Android

  

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Quick Create an Item from the Project Overview
Web | iOS | Android

  

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Users must also have permissions to create the item in the relevant Procore tool.

Set Project Photo from the Project Overview
Web

  

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Users must have 'Admin' level permissions to the project's Admin tool.

Share Project Location
iOS | Android

  

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Show or Hide Items on Project Overview
Web

      

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View Connections from the Project Overview
Web

  

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View Open Items from the Project Overview
Web

  

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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
Web |  iOS | Android

  

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View Project Message from the Project Overview
Web | iOS | Android

  

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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

  

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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

  

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View Project Timeline
Web

  

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View Recent Project Activity from the Project Overview
Web

  

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View Recent Project Activity from the Project Overview (Details)
Web

  

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  • 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.