Tutorials
- Add Favorites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Add Project Notes
- Add, Modify, or Remove Project Links on the Project Home Page
- Apply a Project Template to a New Project
- Change Your Account Language in 'My Profile Settings'
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Configure a Project Template
- Configure Advanced Settings: Portfolio
- Configure the Add Filter Options for the Portfolio Tool
- Configure the Financial Health Section for the Health Dashboard
- Create a New Project
- Edit a Project Template
- Export a List of Projects from the Company Portfolio
- Export Your 'My Open Items' List for a Company Account
- Manage 'My Profile Settings'
- Navigate to a Favorite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set and Apply Favorites for the Project Tools Menu
- Set the Dashboard View Permissions
- Set Up and Manage Your Favorites
- Set User Permissions for the Portfolio Tool
- Show Portfolio Projects in Map View
- Switch Between Financial Views
- Switch Between the Portfolio Views
- Switch Between Views in the Projects List
- Upload Your Avatar or Profile Photo to Procore
- View Inactive Projects in the Company Portfolio
- View My Open Items in the Portfolio Tool
- View the Executive Dashboard in the Portfolio Tool
- View the Health Dashboard in the Portfolio Tool