About Portfolio Management Enhancements

When enrolled in the Portfolio Management Enhancements beta, your Procore Home provides high-level insight across your projects, eliminating the need to drill into individual projects. The tabs in your Company Home include:

• The Portfolio tool - Besides listing all your projects, it now includes saved views, inline and bulk editing, and project favorites.

• Procore Home - New hubs experience - We're releasing hubs that are tailored to your role so all your most useful Procore data is right at your fingertips. For example, click the 'Cost Management' tab to view aggregated financial data for efficient tracking.

The 'Portfolio' tab gives you visibility to the projects you have access to within the account.

Project List Hub Card

• Bulk Editing: Edit metadata for multiple concept and standard projects.

  • Note: This action requires 'Admin' level permissions to the project's Admin tool, or 'Read Only' or 'Standard' level permissions to the project's Admin tool with the ' Update General Settings' granular permission.

• Inline Editing: Edit metadata from the list view, without opening the project.

  • Note: This action requires 'Admin' level permissions to the project's Admin tool, or 'Read Only' or 'Standard' level permissions to the project's Admin tool with the ' Update General Settings' granular permission.

• Filter and group projects by custom fields: Use your company's custom fields to locate and group projects.

• New Columns: Data such as 'Project Dates' now appears in a column in your list of projects, as well as the new 'Priority' and 'Estimated budget' columns.

• 'Export' Button Relocation: The export function is now in the overflow menu on the project list card.

• Project Favorites: Identify your frequently accessed projects for easier access.

  • Identify your frequently accessed projects for easier access. From the project list view, click the star icon to filter by 'Favorites.' You can also save this view for quick access to your favorite projects later. This functionality is accessed by clicking the star icon next to a project name in the table view.

• Saved Views:

  • Click the Views button to use or create saved views that quickly narrow down your project list without having to adjust filters

    Create a New Saved View. Show / Hide Steps

    1. Click the Views icon.

    2. Configure your view.

       • Column Data

         1. Click the table settings icon to configure what data is displayed in the table.

         2. Move the toggles ON or OFF to show or hide a column.

       • Column Order

         1. Click and hold the column header. Then move it to the desired location using a drag and drop operation.

       • Column Sort

         1. Click the column. Click again to switch between ascending or descending order:

            • Ascending

            • Descending

       • Filters

         1. Click the filter icon and select your preferred filters.

       • Group

         1. Click the Select a Column to Group dropdown menu.

         2. Select how to group projects.

       • Pinning and Sizing

         1. Click the vertical ellipsis for the column. Then select from the following options:

            • Pin Column: Click to pin the column to a specific side or remove the pin.

              • Pin Left

              • Pin Right

              • No Pin

            • Autosize This Column: Click to automatically adjust the size of this column.

            • Autosize All Columns: Click to automatically adjust the size of all column.

            • Reset Columns: Click to reset the columns to the default settings.

    3. Click Create.

    4. Enter the Name and Description.
       Note: By default, users can only save personal views. However, users with 'Admin' access to the Company Directory can save 'Company Views' that are visible to all Portfolio tool users.

    5. Click Create.

The 'Cost Management' tab gives you financial information across your entire portfolio of projects.

Financial Scorecard

Authorized users can view a financial scorecard that aggregates data across projects, such as projected over or under amounts.

This provides a high-level summary of your financial status and historical costs without forcing you to dig into individual project budgets. Because this card pulls data directly from project budget snapshots, it displays a summary of past snapshots rather than a live financial look; if you haven't created any snapshots, the card will appear blank.

Within the Financial Scorecard, you can switch budget views to see different aggregated data, or click the hyperlink to open the full Project Status Snapshots to drill into details and apply filters.

Change Events Hub Card

This chart tracks the financial exposure of your active projects by displaying the latest costs across all open and pending change events.

Each bar breaks down the latest cost and event count by change type. Click any bar to drill down into a list of projects driving those specific changes. This helps you instantly spot which projects pose the highest potential cost increases and jump directly into them.

My Open Items Hub Card

Review your open items across projects, such as submittals, RFIs, and inspections. Users can filter the card by project, item type, or due date. Click any item to view its details or move the item along in the workflow.

Project Breakdown Hub Card

A new chart counts your projects by whatever attribute you select, like program, stage, or department. This is a quick way to see where projects stand in development or how many sit within a specific program. By bringing these pie charts into the Portfolio Management experience, you can easily track percentage breakdowns across your portfolio.

Favorited Insights Hub Card

Customize high-level performance trends and metrics to fit your needs.

Assets by Status Hub Card

Review the Status of your Assets by selecting one or more "Asset Types" and filtering the included Projects based on various project attributes. The chart will display a breakdown/count of Assets in each status to give you visibility into how those Assets are progressing.

Project Date Variance Hub Card

This card is designed for you to visualize your 'Project Dates' so you can instantly spot off-track projects and milestones. By clearly displaying milestone health, it helps you identify negative trends early and take action.

• Concept projects: This new project type lets you capture early ideas, estimated budgets, and key documents in Procore before a project gets funded. For more information, see What are Concept Projects?

• New fields: View and sort your projects based on new information.

• Priority Status: Identify the proposed project as low, medium, or high priority.

• Estimated Budget: Approximate the cost of the proposed project.