Tutorials
Portfolio Management Enhancements Information
Dashboards and Financial Views
Manage Projects
- Add Project Notes in Procore Home
- Configure a Project Template
- Configure Email Notifications when Creating New Projects
- Create a New Project
- Create and Start a Concept Project Workflow
- Edit a Project Template
- Export a List of Projects from Procore Home
- Filter Portfolio Views
- Search the Company Portfolio for Projects
Safety Hub
Settings
Concept Projects
My Open Items
Company Portfolio (Legacy)
- Configure Filter Options for the Portfolio Tool (Legacy)
- Configure the Financial Health Section for the Health Dashboard (Legacy)
- Set the Dashboard View Permissions (Legacy)
- Show Portfolio Projects in Map View (Legacy)
- Switch Between Views in the Projects List (Legacy)
- View the Executive Dashboard in the Portfolio Tool (Legacy)
- View the Health Dashboard in the Portfolio Tool (Legacy)