Add Project Notes in 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, in early 2027, the 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.

Things to Consider

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

  • Additional Information:

    • This task can also be completed by users with the appropriate permissions to the project's Overview or project's Admin tool.

    • Projects notes are visible in the Procore Home tool by anyone who has been added to the project.

Steps

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

  2. Click the Portfolio tab and select the icon - list view List view.

  3. Find the 'Project List' hub card.

  4. Click + Notes in the relevant project's 'Actions' column.

  5. Enter your note.

  6. Click Post Note.

See Also

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