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关于项目概况

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目录

概况

 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. 

项目概况页面旨在取代 Procore 的旧版项目主页，使 Procore 用户能够根据他们的个人需求在一个地方查看相关信息、显示风险并对重要的项目任务采取行动。

项目概况优惠:

  • 快速访问重要项目信息。
  • 未完成项的增强版视图。
  • 确定和跟踪关键项目计划的能力。
  • Easily identify and address key project risks through proactive Insights, and improve project efficiency.
  • 最佳实践和设置指南。
  • 能够从单个位置快速创建不同的项，如 RFI 和观察任务。

了解更多。

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注意事项

  • Availability of action buttons and visible information depends on each user's individual permissions.
  • 你只能查看你有权访问的工具的未完成项。
  • 逾期、下一个到期和总计项目计数反映了该工具的所有项。 但是，当点击超链接时，你将只能在相应工具中看到你有权访问的项。

详细信息

With Project Overview, you can take the following actions:

查看项目信息

当场查看项目详细信息、项目团队、未完成项和项目活动。

  • 项目详细信息。 快速查看和管理基本项目信息，如项目名称、描述、徽标和总值，而无需导航到管理员工具。
  • 项目团队。查看项目团队列表，以及他们的联系信息和在项目中的角色。
  • 最近活动。查看项目中的哪些项是最近创建或更新的，以及由谁创建或更新。
  • 项目消息和注释。 创建项目消息以与你的团队共享重要详细信息。

    project-message.png

请参阅项目概述教程。

快速创建项

直接从"项目概况"页面快速创建 RFI、送审、工作日志条目等。

可用于快速创建的项:

  • 变更事件
  • 工作日志
  • 事件
  • 检查任务
  • 观察任务
  • 尾项清单
  • RFI
  • 送审
  • 任务
  • 考勤表

请参阅快速创建项。

Get Project Insights

Easily identify and address key project risks through proactive insights, and improve project efficiency. Currently, there are targeted insights for the Daily Log, RFIs, and Submittals.

daily-logs-insights.png new-rfi-insight.png new-image-submittals.png

See View Project Insights.

 

查看未完成项

查看你的未完成项，以及你项目中已分配给其他人的未完成项。 你将只能查看你有权访问的项的详细信息。请参阅查看未完成项。

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管理项目链接

你可以添加将在"项目概况"页面顶部显示的链接，以便你的团队轻松访问经常访问的页面或文件。请参阅添加、编辑或删除项目链接。

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查看项目活动

在 Procore 中查看具有最近活动的项列表。 点击链接打开项目并查看当前信息。请参阅查看最近的项目活动。

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常见问题

What does the project Overview page Look Like compared to the Legacy Project Home page?

Your project's home page might look different depending on your company's tool set, your permissions, and other configurations. 

New

legacy-project-home.png

Legacy

What's the difference between the legacy project home page, and the new project overview?

 

Function

New Project Overview

Legacy Project Home
Project Setup Guide

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Project Name

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Project Team

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Project Overview

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(All Open Items)

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My Open Items

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All Open Items

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Recently Changed Items

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Project Weather

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Project Links

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Update Project Information

  • Project number & name

  • Project photo

  • Project location

  • Project stage

  • Project type

  • Total value

  • Square footage

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Project Milestones

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Today's Schedule

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查看更多

Recent Changes

Enhanced 'All Open Items' Experience (08/14/2025)

Procore has updated the 'All Open Items' card in the Project Overview, introducing several user interface enhancements. The 'All Open Items' card now features a better item count mechanism, a 'Last Updated' timestamp, and a 'Refresh' button to ensure a responsive and reliable experience. To learn more about Open Items, see View Open Items from the Project Overview.

Enhanced Open Items Experience (03/03/2025)

Procore improved the accuracy, usability, and performance of Open Items by ensuring consistency between My Open Items and All Open Items, refining item categorization, and enhancing permissions handling. The Open Items feature now includes more detailed item names, an expanded list capacity, and improved UI clarity for better project tracking. To learn more, see View Open Items from the Project Overview.

Project links now carry over from the Project Overview page of a project template to a new project created from that template. See What gets copied over to a new project from a project template? for details. 

NEW PROCORE INSIGHTS (06/04/2024) 

New Project Insights are now available within the Project Overview experience. This feature enables users to proactively identify potential risks that may impact their projects, allowing them to take corrective action promptly. Current Insights available are Average Submittal Response Time and Average RFI Response Time. See About Procore Insights.

New Project Overview for New Customers (05/20/2024)

 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.

The Project Overview is built to empower Procore users to see relevant information, surface risks, and take action on important project tasks all in one place based on their individual needs. The Project Overview gives quick access to important project information, an enhanced view of open items, and the ability to quickly create different items like RFIs and Observations from a single location. See About the Project Overview.