This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
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.
Project Overview offers:
This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
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Learn which user permissions are required to take the described actions in this tool.
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. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
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 |
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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 the Tool Order for a 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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View Project Team from the Project Overview
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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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Below are the notable changes to the project's Project Overview.
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.
This feature is currently available to new customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home.
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.