Add Project Notes in Procore Home

New Version Available

Procore Home has replaced the legacy Company Portfolio page and is enabled by default. Learn more about the difference between the legacy Company Portfolio page and the new Procore Home.

Company Administrators can switch between the new Procore Home and legacy Company Portfolio by following the below steps:

  1. Open the Procore Home or Company Portfolio tool.

  2. Locate the Introducing Hubs banner.

  3. Select Manage Settings on the banner.

  4. Toggle Procore Home ON Icon Toggle On or OFFIcon Toggle Offto switch between the new view and the legacy view.

However, later this year Company Portfolio will be sunset and will no longer be available.

Procore Hubs announcement banner with Manage Settings button and toggles for Procore Home and Project Overview features.

Things to Consider

  • Required User Permissions on the company's Procore Home tool.

  • Additional Information:

    • This task can also be completed by users with the appropriate permissions to the project's Overview or project's Admin tool.

    • Projects notes are visible in the Procore Home tool by anyone who has been added to the project.

Steps

Company Administrators can enable the Procore Home beta in Procore Explore. (US 2 | UK)

  1. Navigate to the company's Portfolio tool or Home.

  2. Click Notes in the project's 'Actions' column.

  3. Enter your note.

  4. Click Post Note.

Company Portfolio (Legacy)

  1. Click the Projects tab.

  2. Click the list Icon View List icon.

  3. Click the project's Notes field.
    Portfolio Project Notes

  4. Click outside of the field to save your changes.

See Also

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