Ajouter, modifier ou supprimer le message et les notes du projet de la vue d’ensemble du projet

 En version bêta

Cette fonctionnalité est actuellement disponible pour tous les clients en Australie, au Canada, au Royaume-Uni, aux États-Unis et en Nouvelle-Zélande. Les utilisateurs d’autres régions peuvent accéder à la page d’accueil du projet. Veuillez contacter votre Procore point of contact pour demander l’activation de cette fonctionnalité.

Background

The Project Overview gives users access to important project information in one place.

The project message is visible to all users when viewing the Project Overview. The project notes display on the Projects tab in the company’s Portfolio tool and are visible to all Procore users with permissions to the project(s).

Things to Consider

Steps

To add or edit a project message and notes:

  1. Click Project Tools and select Home to navigate to the Project Overview.

  2. Click Edit Message in the Project Message area.

  3. Enter the title and message for the project message.
    This appears at the top of the project's Home page and is visible to all project users. This message can be used to welcome team members to a project, to publish project announcements, to announce project milestones and more.

  4. Enter the notes.
    These display in the 'Notes' column of the company landing page (Portfolio tool) and are visible to all users at the company level.

  5. Click Update.

To delete a project message or notes:

  1. Click Project Tools and select Home to navigate to the Project Overview.

  2. Click Edit Message in the Project Message area.

  3. Remove all text from the title, message, and notes boxes.

  4. Click Update.

See Also

Loading related articles...