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About the Project Overview

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Table of Contents

Overview

 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. 

Designed to replace Procore's legacy Project Home page, the Project Overview page was 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.
  • Easily identify and address key project risks through proactive Insights, and improve project efficiency.
  • Best practices and setup guides.
  • The ability to quickly create different items like RFIs and Observations from a single location. 

Learn More.

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Considerations

  • Availability of action buttons and visible information depends on each user's individual permissions.
  • 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, when you click the hyperlink, you will only see the items that you have access to within the respective tool.

Details

With Project Overview, you can take the following actions:

View Project Information 

View project details, project team, open items, and project activity from on place. 

  • Project Details. Quickly view and manage your basic project information like project name, description, logo, and total value without having to navigate to the Admin tool. 
  • Project Team. View the project team list, as well as their contact information and role on the project. 
  • Recent Activity. See which items in your project have been recently created or updated, and by whom.
  • Project Message and Notes.  Create a project message to share important details with your team.  

    project-message.png

See Project Overview Tutorials.

Quick Create Items

Quickly create RFIs, Submittals, Daily Log entries, and more right from your Project Overview page.

Items available for Quick Create:

  • Change Events
  • Daily Log
  • Incident
  • Inspection
  • Observation
  • Punch List
  • RFI
  • Submittal
  • Task
  • Timesheet

See Quick Create an Item.

Get Project Insights

Easily identify and address key project risks through proactive insights, and improve project efficiency. Currently, there are targeted insights for the Daily Log, RFIs, and Submittals.

daily-logs-insights.png new-rfi-insight.png new-image-submittals.png

See View Project Insights.

 

View Open Items

View your open items, as well as open items across your project that are assigned to others. You'll only be able to see details for items you have access to. See View Open Items.

all-open-items.png

 

You can add links that will appear at the top of the Project Overview page to provide easy access to frequently visited pages or files for your team. See Add, Edit, or Delete Project Links.

create-and-manage-project-links.png 

 

View Project Activity

View a list of items in Procore with the most recent activity. Click the link to open the item and see the current information. See View Recent Project Activity.

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Common Questions

 

More

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.