Manage Project Links on the Project Home Page

New Version Available

The Project Overview has replaced the legacy Project Home page and is enabled by default. Learn more about the difference between the legacy Project Home page and the new Project Overview.

To return to the legacy Project Home, Company Administrators can navigate to the Company Portfolio / Procore Home tool, click Manage Settings and toggle Project Overview Icon Toggle OffOFF.

Procore Hubs announcement banner with Manage Settings button and toggles for Procore Home and Project Overview features.



However, later this year it will be sunset and will no longer be available. If your company reverted to the legacy Project Home experience, Company Administrators can re-enable the Project Overview experience in Procore Explore. (US 2 | UK)

Background

The project links feature allows Procore users with admin permission to create hyperlinks on the project's home page to other resources on the web. Project Managers can add links to company websites, webcams, industry resources, or any web entity that may provide helpful information for Procore users working on the project.

Things to Consider

  • Required User Permissions:

    • To add, modify, or remove project links:

      • 'Admin' level permissions on the Project level Home page.

    • To view and click on project links:

      • 'Read Only' level permissions or higher on the Project level Home page.
        Note: Users can only access links to other Procore tools and items within Procore if they have been granted the permissions to view those tools and items.

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. In the 'Project Links' section, click the vertical ellipsis Icon Vertical Ellipsis and select Edit Project Links.

  3. Manage links.

    • Add a Link

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

      2. Enter the name and URL.

    • Edit a Link

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

    • 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.

    • Reorder Links

      1. Click and hold the grip Icon Reorder Grip icon next to the link, then drag it to your desired location.

  4. Click Submit to save.

Project Home (Legacy)
  1. Navigate to a project's Home page.

  2. Manage Links

    • Add Links

      1. Under 'Project Links', click the add Icon Plus 2 icon.
        Add Project Links

      2. Enter a title for your link.

      3. Enter a valid URL.

      4. Click Save to add it to the homepage.

    • Edit Links

      1. Under 'Project Links', hover over the link and click the edit Icon Edit2 icon.

      2. Enter a title for your link.

      3. Enter a valid URL.

      4. Click Save to add it to the homepage.

    • Delete Links

      1. Under 'Project Links', hover over the link and click the delete Icon Delete Trash icon.

See Also

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