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Procore

Add, Edit or Delete Project Links from the Project Overview

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Limited RElease

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.

Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.

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 add and manage links on the Project Overview and link users to other resources on the web, such as company websites, webcams, industry resources or any other website that may provide helpful information for users working on the project.

Things to Consider

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click Links.
    project-links.png
  3. Take one of the following actions:

Add a Link

  1. Click Add Link.
  2. Enter the name and URL.
  3. Click Save.

Edit a Link

  1. Click in to the link or URL you want to edit.
  2. Edit the information.
  3. Click Save.

Delete a Link

  1. Click the delete icon-delete-trash6.png icon.
  2. Click Save to confirm.