Manage Project Dates for the Project Home Page

Background

With the company's Admin tool, you can create a standardized list of project dates in your company's account. Then, when configuring a project's Home page, you can assign a calendar date to each 'Project Date'. These dates will then display on the 'Project Dates' area of the Project Home page. This feature keeps your project team members informed of important events and project targets.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions to the Project Home page.

Prerequisites

Steps

  1. Navigate to the project's Home page.

  2. Click Configure Settings Icons Settings Gear.

  3. Click Project Dates.

  4. Choose from the following:

    • If you want the date to display on the project's Home page, select a date from the calendar.

    • If you want to omit the date from the project's Home page display, leave the calendar blank.

  5. Click Update.

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)

  1. Navigate to the Project Overview.

    • Navigate to the project's Home to be redirected to the Project Overview.

    • Click Menu and select Project Overview.

  2. Locate the 'Project Timeline' section.
    Note: See section below about showing and hiding the timeline if this section is missing.

    • Edit Timeline

      1. In the 'Project Timeline' section, click Edit Timeline.

      2. Move the toggles Icon Toggle On ON or Icon Toggle Off OFF to show or hide the dates on the Project Overview.

      3. Enter baseline and actual dates for each date that you want to include

      4. Click Save.

    • Show / Hide Timeline

      • To show the Timeline, click the Project Overview's vertical ellipsis Icon Vertical Ellipsis and select Show Project Timeline.
        Project Overview ellipsis

      • To hide the Timeline, click the Timeline's vertical ellipsis Icon Vertical Ellipsis and select Dismiss Project TImeline.

    • View Timeline or List

      1. Click the Timeline or List tabs to change your view.

See Also

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