Configure the Project Overview

 In Beta

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

Note: The Project Overview is generally available for customers who joined Procore after May 2024.

Background

Company Admins can standardize the Project Overview for their entire team. You can rearrange or resize the information cards. 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.

  • Currently, if you remove a card, you cannot add it back.

Steps

  1. Navigate to the Project Overview.

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

    • Move and Resize Information Cards

      1. Click Edit View.

      2. Click and hold the information card and drag it to the location that you want on the page.

      3. Click and hold the resize icon-resize icon in the information card's corner and drag the card until it's the size you want.

    • Remove Card
      Important: At this time, you cannot add back a removed card.

      1. Click the delete Icon Delete Trash6 icon.

      2. Click Remove Card to confirm.

    • Rename Overview Tab

      1. Click the Overview tab's vertical ellipsis Icon Ellipsis Vertical and click Rename.

  3. Click Save.

See Also

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