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

  1. Navigate to the project's Home page.

  2. Click the Configure Settings Icons Settings Gear icon.

  3. Update the fields in the Persistent Project Message area as follows:
    Project Home Settings Persistent Message

    • 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.

  4. 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)

  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. In the 'Project Information' section, click Notes.

    • Add Notes

      1. Enter the note.

      2. Click Post Note.

    • Edit Notes

      1. Click the vertical ellipsis Icon Vertical Ellipsis next to the note and click Edit Note.

      2. Update the note.

      3. Click Save.

    • Delete Notes

      • Click the vertical ellipsis Icon Vertical Ellipsis next to the note and click Delete Note.

      • Click Delete to confirm.

See Also

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