Project Overview

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.

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:

  • Quick access to important project information. 
  • An enhanced view of open items.
  • The ability to identify and track key project initiatives.
  • Best practices and setup guides.
  • The ability to quickly create different items like RFIs and Observations from a single location. 

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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.

     

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      Learn which user permissions are required to take the described actions in this tool.

       Important

      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.

      Permissions

       |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

      icon-mindtouch-table-check.png Users can take the action with this permission level.

      icon-mindtouch-table-check.png 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

      Add, Edit or Delete Project Details from the Project Overview

       Web

      		  

      Users must also have the following permissions:

      • 'Admin' level permissions to the project Admin tool.
        OR
      • 'Read Only' level permissions or higher on the project Admin tool with the 'Update General Settings' granular permission.

      Add, Edit or Delete Project Links from the Project Overview

       Web

      		        

      Add, Edit or Delete the Project Message and Notes from the Project Overview

       Web

      		        

      Change the Project Stage from the Project Overview

       Web

      		        

      Manage Project Team Roles from the Project Overview

       Web

      		       Users must also have 'Admin' level permissions to the Project Directory tool.

      Quick Create an Item from the Project Overview

       Web

      		   Users must also have permissions to create the item in the relevant Procore tool.

      View Open Items from the Project Overview

       Web

      		   Users must also have permissions to view the item in the relevant Procore tool.

      View Project Details from the Project Overview

       Web

      		    

      View Project Message from the Project Overview

       Web

      		    

      View Project Team from the Project Overview

       Web

      		    

      View Project Weather from the Project Overview

       Web

      		    

      View Details of Recent Project Activity from the Project Overview

       Web

      		  
      • 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, to open the item and see the details, users must also have 'Read Only' level permissions to view the listed item in that Procore tool.

      View Recent Project Activity from the Project Overview

       Web

      		    

       

      Below are the notable changes to the project's Project Overview. 

      Recent Changes

      New Project Overview for New Customers (20/05/2024)

      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.

      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.