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Procore

Add, Edit or Delete the Project Message and Notes from the Project Overview

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Limited RElease

This feature is currently available to new customers in Australia, Canada, United Kingdom, United States and New Zealand. Users in other regions can access the Project Home.

Existing Procore customers in the United States can sign up for the beta and try out the new Project Overview.

Objective

To add, edit or delete the project message or project notes from the Project Overview.

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 is visible to all Procore users with permission to the project.

Things to Consider

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.
  2. Click the name of the project and click the Message and Notes tab.
    OR
    Click the vertical ellipsis (⋮) and select Message and Notes.
  3. Enter the title and message for the project message.
  4. Enter the notes.
  5. Click Update.