Manage the Project Message for the Project Home Page
Background
If you are a user with 'Admin' level permissions to a project's Home page, you can set up a project message that displays on the Home tab for the project. This message is visible to all Procore users with permission to the project.
Things to Consider
Required User Permissions:
To update the message: 'Admin' level permissions on the project's Home tool.
To view the message: 'Read Only' level permissions or higher on the project's Home tool.
Steps
Navigate to the project's Home page.
Click the Configure Settings
icon.Update the fields in the Persistent Project Message area as follows:
Title. Type the message title that you want to appear on the Project Home page.
Persistent Project Message. The body of the message. You can also apply any of the options in the formatting toolbar to the message text.
Click Update to publish.
Beta
A new version of the Project Home page is available. See Project Overview.
Company Administrators can enable the Project Overview beta in Procore Explore. (US 2 | UK)
Add or Edit Project Message and Notes
Navigate to the Project Overview.
Navigate to the project's Home to be redirected to the Project Overview.
Click Menu and select Project Overview.
Click Edit Message in the Project Message area.
Enter the title and message for the project message.
This appears at the top of the project's Home page and is visible to all project users. This message can be used to welcome team members to a project, to publish project announcements, to announce project milestones and more.Enter the notes.
These display in the 'Notes' column of the company landing page (Portfolio tool) and are visible to all users at the company level.Click Update.
Delete Project Message and Notes
Navigate to the Project Overview.
Navigate to the project's Home to be redirected to the Project Overview.
Click Menu and select Project Overview.
Click Edit Message in the Project Message area.
Remove all text from the title, message, and notes boxes.
Click Update.