Add or Manage Project Notes in Procore Estimating

• Required User Permissions:

  • 'Estimator' or higher level user role. See What are the different 'user roles' in Procore Estimating?

• Additional Information:

  • Deleted notes cannot be recovered.

To add a note:

1. Navigate to the Projects tab of Procore Estimating.

2. In the Notes section, click Add New.
   
   
   

3. Enter your note.
   Note: Links added to notes will appear as clickable hyperlinks. Other text formatting is not supported.

4. Click Create.

To edit a note:

1. Navigate to the Projects tab of Procore Estimating.

2. In the Notes section, locate the note you want to edit.

3. Click the vertical ellipsis icon on the note.

4. Click Edit.

5. Update the note as necessary.

6. Click Save.

To delete a note:

1. Navigate to the Projects tab of Procore Estimating.

2. In the Notes section, locate the note you want to delete.

3. Click the vertical ellipsis icon on the note.

4. Click Delete.
   Note: Deleting a note is permanent.

5. On the confirmation window, click Delete.