Add Project Notes (Beta)

Things to Consider

  • Required User Permissions:

    • To create a project note:* 'Admin' level permissions to the project you want to add a note to.
      OR
      'Admin' level permissions to Procore Home.

    • To edit or delete notes you or others created:* 'Admin' level permissions to Procore Home.

    • To view a project's notes:* 'Read Only' level or higher permissions to at least one project tool within the project.

  • Additional Information:

    • A project's notes are visible in Procore Home to anyone who has access to the project.

    • Click on a note to view the current note, and a history of previous notes.

    • Notes can be formatted with several options, including bold or italic text, and bulleted or numbered lists.

Steps

  1. Navigate to Procore Home.

  2. Click Notes next to the project in the list that you want to view notes about, or add notes to.

  3. View notes, or add a new note as needed.

  4. If you add a new note in the Notes box, click Post Note to publish it and make it visible to other project users.

See Also

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