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Procore

Manage the Project Timeline Card

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Objective

To manage the dates that appear on the 'Project Timeline' card on the Project Overview page.

Background

From the Project Overview, you can view a card that shows key dates for your project milestones. Dates can be viewed in both timeline and list format from the Project Timeline card.

Things to Consider

  • Required User Permissions
    • To view the Project Timeline card: 
      • 'Read Only' level or higher permissions to the Project Overview.
    • To edit project dates from the Project Timeline card: 
      • 'Admin' level permissions to the Project Overview.

Prerequisites

  • To add dates other than start and end dates to the Project Timeline card, your company must first create project date categories in the Company level Admin tool. See Add New Project Dates.

Steps

  1. Locate the Project Timeline card on the Project Overview.

    project-timeline-card.png
     
  2. Click Edit Timeline.
  3. Enter baseline and actual dates for each date that you want to include on the Project Timeline.
  4. Toggle the switch next to a date to the 'on' position to add it to the Project Timeline.
  5. Click Save.