Add, Edit, or Delete Project Links from the Project Overview

Beta icon In Beta

This feature is currently available to all customers in Australia, Canada, United Kingdom, United States, and New Zealand. Users in other regions can access the Project Home. Please reach out to your Procore point of contact to request to enable this feature.

Objective

To view the details of a project from the Project Overview.

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. Click Project Tools and select Home to navigate to the Project Overview.

  2. Click Links.
    project-links.png

  3. Take one of the following actions:

    • Add a Link

    • Edit a Link

    • Delete a Link

Add a Link

  1. Click Add Link.

  2. Enter the name and URL.

  3. Click Save.

Edit a Link

  1. Click in to the link or URL you want to edit.

  2. Edit the information.

  3. Click Save.

Delete a Link

  1. Click the delete icon-delete-trash6.png icon.

  2. Click Save to confirm.