Project Overview

Projekt-Übersichtsbildschirm

Erfahren Sie, welche Benutzerberechtigungen erforderlich sind, um die beschriebenen Aktionen in diesem Tool auszuführen.

 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.

Erlaubnisse

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icon-mindtouch-table-check.png Benutzer können die Aktion mit dieser Berechtigungsstufe ausführen.

icon-mindtouch-table-check-gp.png Benutzer können diese Aktion mit dieser Berechtigungsstufe UND einer oder mehreren zusätzlichen Anforderungen, wie z. B. granularen Berechtigungen, durchführen.

Action

None

Read Only

Standard

Admin

Notes

Add, Edit, or Delete Project Details from the Project Overview
Web

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Users must also have one of the following permissions:

  • 'Admin' level permissions to the project Admin tool.

  • '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

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

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Change the Project Stage from the Project Overview
Web

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Configure Project Overview Screen Preferences
iOS Android

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Configure Tool Order for Project
iOS Android

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Edit Project Dates from the Timeline Card
Web

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

Manage Project Connections from the Project Overview
Web

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Via the Procore Connect Card.

Manage Project Team Roles from the Project Overview
Web

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

Open Project Links
Web iOS Android

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Quick Create an Item from the Project Overview
Web iOS Android

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

Share Project Location
iOS Android

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Show or Hide Items on Project Overview
Web

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Sort Projects
iOS Android

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View Connections from the Project Overview
Web

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Via the Procore Connect Card.

View Open Items from the Project Overview
Web

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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
Web iOS Android

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View Project Message from the Project Overview
Web iOS Android

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The project message is immediately visible to all users when viewing the Project Overview on the web.

View Project Insights
Web

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Users must also have one of the following permissions:

  • 'Read Only' and 'Standard' level permissions to the Project Admin tool AND permissions to the relevant tool to see Insights.

  • 'Admin' level permissions to the Project Admin tool.

View Project Team from the Project Overview
Web iOS Android

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The project team is immediately visible to all users when viewing the Project Overview on the web.

View Project Weather from the Project Overview
Web

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View Details of Recent Project Activity from the Project Overview
Web

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  • 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 Project Timeline card
Web

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View Recent Project Activity from the Project Overview
Web

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