Manage Project Links from the Project Overview

 In Beta

Company Administrators can enable the Project Overview beta in Procore Explore. (US 2 | UK)

Background

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

You can add and manage links on the Project Overview and link users to resources such as company websites, webcams, industry resources, or any other website that may provide helpful information for users working on the project.

Things to Consider

Steps

  1. Navigate to the Project Overview.

    • Navigate to the project's Home to be redirected to the Project Overview.

    • Click Menu and select Project Overview.

  2. Locate the 'Project Links' section.

  3. Manage links.

    • Add a Link

      1. Click the add Icon Plus icon.

      2. If needed, scroll to the bottom, then click Add Link.

      3. Enter the name and URL.

      4. Click Submit to save.

    • Edit a Link

      1. Click the vertical ellipsis Icon Vertical Ellipsis and select Edit Project Links.

      2. Click the link's name or URL and edit the information.

      3. Click Submit to save.

    • Delete a Link

      1. Click the vertical ellipsis Icon Vertical Ellipsis and select Edit Project Links.

      2. Next to the link, click the delete Icon Delete Trash6 icon.

      3. Click Submit to save.

See Also

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