Project Overview
Learn which user permissions are required to take the described actions in this tool.
Important
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.
| | The action is available on Procore's Web, iOS, and/or Android application.
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 a Project Note |
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Change the Project Stage from the Project Overview |
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Configure the Project Overview |
| Users must have 'Admin' level permissions to the Company Directory tool. | |||
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Delete a Project Note (Any) |
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Delete a Project Note (You Created) |
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Edit a Project Note (Any) |
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Edit a Project Note (You Created) |
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Manage Favorite Insights |
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| You must have permission to view the Insight. | |
Manage Project Dates and Timeline from the Project Overview |
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| Users must have 'Admin' level permissions to the project's Admin tool. | |
Manage Project Details from the Project Overview |
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| Users must also have one of the following permissions:
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Manage Project Links from the Project Overview |
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Manage the Project Message from the Project Overview |
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Manage Project Team Roles from the Project Overview |
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| Users must also have one of the following permissions to the Project Directory tool:
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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. | |
Set Project Photo from the Project Overview |
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| Users must have 'Admin' level permissions to the project's Admin tool. | |
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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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| The project message is immediately visible to all users when viewing the Project Overview on the web. | |
View Project Notes from the Project Overview |
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| The project team is immediately visible to all users when viewing the Project Overview on the web. | ||
View Project Timeline |
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View Project Weather from the Project Overview |
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