Tutorials
Legacy
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
Account and Company Settings
Bid Room
- Add a Bid for a Vendor in Portfolio Financials
- Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project
- Add a Member to the Bid Room Team in Portfolio Financials
- Add or Manage Documents for a Bid Room in Portfolio Financials
- Assign an RFI to Bid Room Team Member in Portfolio Financials
- Best Practices for Bid Room Collaborators in Portfolio Financials
- Compare Bids in Portfolio Financials
- Complete Trade Setup Details for a Bid Room in Portfolio Financials
- Create a Bid Form in Portfolio Financials
- Create a Bid Room in Portfolio Financials
- Decline an Invitation to Bid for a Portfolio Financials Project
- Delete an RFI in Portfolio Financials
- Edit an RFI in Portfolio Financials
- Edit the 'Invitation to Bid' Email in Portfolio Financials
- Edit Trade Setup Details for a Bid Room in Portfolio Financials
- Export RFIs from a Bid Room in Portfolio Financials
- Freeze or Unfreeze a Bidder in Portfolio Financials
- Invite Bidders to a Bid Room in Portfolio Financials
- Message the Project Team from the Bid Room for a Portfolio Financials Project
- Post an Answer to an RFI in Portfolio Financials
- Post an RFI in Portfolio Financials
- Preview a Bid as a Bidder in Portfolio Financials
- Remove a Bidder from a Bid Room in Portfolio Financials
- Remove Bidder Contacts from a Bid Room in Portfolio Financials
- Resend an Invitation to Bid in Portfolio Financials
- Restore a Deleted RFI in Portfolio Financials
- Revise a Bid Form in Portfolio Financials
- Select a Bidder to Award a Contract to in Portfolio Financials
- Send a Message to Bidders in Portfolio Financials
- Set Up a Contract Room from a Bid Room in Portfolio Financials
- Submit a Bid for a Portfolio Financials Project
- Submit an RFI for a Portfolio Financials Project
- Unassign an RFI in Portfolio Financials
- Unlock Bids in a Sealed Bid Room in Portfolio Financials
- View Bids in Portfolio Financials
- View Messages and Activity for a Bid Room in Portfolio Financials
Cost Allocations
- Add a Component to a Project in Portfolio Financials
- Add Allocation Rules for Components in Portfolio Financials
- Associate an Allocation Rule with an Item in Portfolio Financials
- Edit a Component for a Project in Portfolio Financials
- Enable Cost Allocations and Components for a Project in Portfolio Financials
- View Details of an Allocation Rule in Portfolio Financials
Dashboard
- Add a New Project in Portfolio Financials
- Add Comments for Projects from the Dashboard in Portfolio Financials
- Add or Manage Project Types in Portfolio Financials
- Archive a Project in Portfolio Financials
- Delete a Project in Portfolio Financials
- Edit a Project from the Dashboard in Portfolio Financials
- Mark a Project as Complete from the Dashboard in Portfolio Financials
- Search for and Filter Projects in Portfolio Financials
- View Projects on the Dashboard in Portfolio Financials
Documents
- Add Documents to the Project Page in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Download Documents from the Project Page in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials
Our Team and Vendors
- Add a Team Member in Portfolio Financials
- Add a Vendor in Portfolio Financials
- Add Contacts as References for Vendors in Portfolio Financials
- Add Vendor Contacts in Portfolio Financials
- Edit a Vendor in Portfolio Financials
- Export Vendor Information in Portfolio Financials
- Manage Permissions for Team Members in Portfolio Financials
- Remove a Team Member in Portfolio Financials
- Search and Filter Vendors in Portfolio Financials
- View Vendors in Portfolio Financials
Project Page
- Add Documents to the Project Page in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Close Out a Project in Portfolio Financials
- Configure and Export a Project Cost Report in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Download Documents from the Project Page in Portfolio Financials
- Edit a Project in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Enable Tenant Improvement Allowance for a Project in Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- Review Vendors in Portfolio Financials
- Unarchive a Project in Portfolio Financials
- Update the Stage of a Project in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials
- View the Comments and Activity Feed in Portfolio Financials
Reporting
- Compare Projects in Portfolio Financials and Capital Planning
- Create a Cost Item Detail Report in Portfolio Financials and Capital Planning
- Create a Custom Report in Portfolio Financials and Capital Planning
- Create an Invoice Report in Portfolio Financials and Capital Planning
- Generate a Project Status Report in Portfolio Financials and Capital Planning
- Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning
Approval Workflows
- Assign an Approval Workflow Template to a Building in Portfolio Financials
- Create an Approval Workflow Template in Portfolio Financials
- Delete an Approval Workflow Template in Portfolio Financials
- Edit an Approval Workflow Template in Portfolio Financials
- Remove an Approval Workflow Template from a Building in Portfolio Financials
- Search for Approval Workflow Templates in Portfolio Financials
- View Approval Workflow Templates in Portfolio Financials
Contract Room
- Add a Change Order in Portfolio Financials
- Add an Invoice in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add Owner Team Contacts to the Contract Room in Portfolio Financials
- Add Vendor Team Contacts to the Contract Room in Portfolio Financials
- Adjust Retainage by Line Item in Portfolio Financials
- Approve or Reject a Change Order in Portfolio Financials
- Approve or Reject an Invoice in Portfolio Financials
- Complete a Contract or Change Order in Portfolio Financials with DocuSign®
- Create a Contract Room in Portfolio Financials
- Delete an Invoice in Portfolio Financials
- Download a Schedule of Values PDF for a Contract in Portfolio Financials
- Download Contract Documents in Portfolio Financials
- Edit a Change Order in Portfolio Financials
- Edit a Contract in Portfolio Financials
- Edit an Invoice in Portfolio Financials
- Enable Cost Breakdown for a Contract in Portfolio Financials
- Export a Contract in Portfolio Financials
- Remove a Team Contact from the Contract Room in Portfolio Financials
- Send an Invoice to Accounts Payable in Portfolio Financials
- Send Messages from the Contract Room in Portfolio Financials
- Set Retainage for a Contract in Portfolio Financials
- Share a Contract in Portfolio Financials
- Submit a Change Order for a Portfolio Financials Project
- Submit an Invoice for a Portfolio Financials Project
- Undo the Rejection of an Invoice in Portfolio Financials
- Unshare a Contract in Portfolio Financials
- View the Contract Room in Portfolio Financials
Cost Tracker
- Add a Budget to a Project in Portfolio Financials
- Add a Contract to a Cost Item in Portfolio Financials
- Add a Cost Item to the Cost Tracker in Portfolio Financials
- Add a Revision to a Budget in Portfolio Financials
- Add a Section to the Cost Tracker in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add or Manage Holds in Portfolio Financials
- Add or Manage Schedule of Values for a Budget in Portfolio Financials
- Add or Manage Schedule of Values for a Cost Item in Portfolio Financials
- Apply a Template to the Cost Tracker in Portfolio Financials
- Break Down an Overall Project Budget in Portfolio Financials
- Change Columns on the Cost Tracker in Portfolio Financials
- Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
- Delete Cost Items from the Cost Tracker in Portfolio Financials
- Delete Sections from the Cost Tracker in Portfolio Financials
- Edit Cost Items on the Cost Tracker in Portfolio Financials
- Edit Sections on the Cost Tracker in Portfolio Financials
- Export a Project Budget in Portfolio Financials
- Export the Cost Tracker in Portfolio Financials
- Rename a Cost Item on the Cost Tracker in Portfolio Financials
- Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
- View a Cash Flow Forecast in Portfolio Financials and Capital Planning
- View Published Budget History for a Project in Portfolio Financials
- View the Budget for a Project in Portfolio Financials
- View the Cost Tracker in Portfolio Financials
Milestones
- Add a Dependency for a Milestone in Portfolio Financials
- Add a Milestone to a Project in Portfolio Financials
- Apply a Milestone Template to a Project in Portfolio Financials
- Delete a Milestone in Portfolio Financials
- Edit a Milestone in Portfolio Financials
- Mark a Milestone as Complete in Portfolio Financials
- Set Notifications for a Milestone in Portfolio Financials
- View Milestones in Portfolio Financials
- View Revision History for Milestones in Portfolio Financials
Planning
- Add a Variance Explanation in Portfolio Financials and Capital Planning
- Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
- Edit a Capital Plan in Portfolio Financials and Capital Planning
- Enter a Planned Spend in Portfolio Financials and Capital Planning
- Export a Capital Plan in Portfolio Financials and Capital Planning
- Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning
- Save and Manage Versions of Capital Plans in Portfolio Financials and Capital Planning
- Set Up a Capital Plan in Portfolio Financials and Capital Planning
- Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
- View a Capital Plan in Portfolio Financials and Capital Planning
- View a Cash Flow Forecast in Portfolio Financials and Capital Planning
Project Team
Resources for Vendors
- Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project
- Decline an Invitation to Bid for a Portfolio Financials Project
- Message the Project Team from the Bid Room for a Portfolio Financials Project
- Submit a Bid for a Portfolio Financials Project
- Submit a Change Order for a Portfolio Financials Project
- Submit an Invoice for a Portfolio Financials Project
- Submit an RFI for a Portfolio Financials Project