Add and Remove Cards for the Project Overview

Background

Company Admins can standardize the Project Overview for their entire team. You can remove hub cards or reset the page to restore all cards to their default layout. Any updates you make to the Project Overview are updated across all Project Overviews for your company, eliminating the need for manual, project-by-project edits and ensuring a consistent view across the organization.

Things to Consider

  • Required User Permissions

  • Updates made to the Project Overview layout are reflected in all projects for all users.

  • Set to Template restores its the latest default Procore Overview layout, including reordering, resizing, and restoring any removed cards.

Steps

Add Cards and Reset Default Template

  1. Navigate to the Project Overview.

  2. Click the Overview tab's vertical ellipsis Icon Ellipsis Vertical.
    project-overview-tab-ellipsis

  3. Click Actions and select Set to Template to apply the latest Procore template layout for the Project Overview. This will cause deleted cards to appear again as part of the template layout.project-overview-actions-button

  4. Click Save.

Remove Cards

  1. Navigate to the Project Overview.

  2. Click the Overview tab's vertical ellipsis Icon Ellipsis Vertical.
    project-overview-tab-ellipsis

  3. Click the delete Icon Delete Trash6 icon for each card you want to remove.

  4. Click Remove Card to confirm.

  5. Click Save.

See Also

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