Permissions
Learn which user permissions are required to take the described actions in this tool.
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.
Permissions
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Add, Edit, or Delete Project Details from the Project Overview |
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| Users must also have one of the following permissions:
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Add, Edit, or Delete Project Links from the Project Overview |
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Add, Edit, or Delete the Project Message and Notes from the Project Overview |
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Change the Project Stage from the Project Overview |
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Configure Project Overview Screen Preferences |
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Configure Tool Order for Project |
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Edit Project Dates from the Timeline Card |
| Users must have 'Admin' level permissions to the Project Admin tool. | |||
Manage Project Connections from the Project Overview |
| Via the Procore Connect Card. | |||
Manage Project Team Roles from the Project Overview |
| Users must also have 'Admin' level permissions to the Project Directory tool. | |||
Open Project Links |
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Quick Create an Item from the Project Overview |
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| Users must also have permissions to create the item in the relevant Procore tool. | |
Share Project Location |
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Show or Hide Items on Project Overview |
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Sort Projects |
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View Connections from the Project Overview |
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| Via the Procore Connect Card. | |
View Open Items from the Project Overview |
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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 |
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View Project Message from the Project Overview |
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| The project message is immediately visible to all users when viewing the Project Overview on the web. | |
View Project Insights |
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| Users must also have one of the following permissions:
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View Project Team from the Project Overview |
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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 |
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View Details of Recent Project Activity from the Project Overview |
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View Project Timeline card |
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View Recent Project Activity from the Project Overview |
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