Manage Project Team Roles from the Project 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.

Objective

To view the details of a project from the Project Overview.

Background

The Project Overview gives users access to important project information in one place.

You can manage who is assigned to project roles so that anyone accessing your project can see that information.

Things to Consider

Prerequisites

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click Add Team if no project team members have been added yet.
    OR
    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.

See Also