Edit the Project Overview

Company Admins can standardize the Project Overview for their entire team. You can rearrange or resize the information cards. Any updates you make to the Project Overview are updated across all Project Overviews for your company, eliminating the need for manual, project-by-project edits and ensuring a consistent view across the organization.

• Required User Permissions

• Updates made to the Project Overview layout are reflected in all projects for all users.

1. Navigate to the Project Overview.

2. Click the Overview tab's vertical ellipsis .
   

   • Align Cards

     • Click Actions and select Align Cards to remove layout gaps in the current view.

   • Discard Changes

     1. Click Actions and select Discard Changes to revert any updates made in the current edit session.

   • Remove Card

     1. Click the delete icon for each card you want to remove.

     2. Click Remove Card to confirm.

   • Rename Overview Tab

     1. Click the Overview tab's vertical ellipsis and click Rename.

   • Set to Template

     1. Click Actions and select Set to Template to apply the latest Procore template layout for the Project Overview. This will cause deleted cards to appear again as part of the template layout.

3. Click Save.