Edit Procore Home

New Version Available

Procore Home has replaced the legacy Company Portfolio page and is enabled by default. Learn more about the difference between the legacy Company Portfolio page and the new Procore Home.

Company Administrators can switch between the new Procore Home and legacy Company Portfolio by following the below steps:

  1. Open the Procore Home or Company Portfolio tool.

  2. Locate the Introducing Hubs banner.

  3. Select Manage Settings on the banner.

  4. Toggle Procore Home ON Icon Toggle On or OFFIcon Toggle Offto switch between the new view and the legacy view.

However, later this year Company Portfolio will be sunset and will no longer be available.

Procore Hubs announcement banner with Manage Settings button and toggles for Procore Home and Project Overview features.

Background

Company Admins can standardize the Company Home for their entire team. You can rearrange or resize the information cards, ensuring a consistent view across the organization.

Things to Consider

  • Required User Permissions on the company's Procore Home tool.

  • Additional Information:

    • Updates made to the Procore Home are reflected for all users.

Steps

  1. Navigate to the company's Portfolio tool or Home.

  2. Click the tab's vertical ellipsis Icon Ellipsis Vertical.
    Hubs - customize view ellipsis

  3. Click Edit View.

Move and Resize Hub Cards

  1. Click Edit View.

  2. Click and hold the information card and drag it to the location that you want on the page.

  3. Click and hold the resize icon-resize icon in the information card's corner and drag the card until it's the size you want.

Rename Portfolio Tab

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

  2. Click Save.

See Also

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