Filter Portfolio Views

New Version Available

Procore Home has replaced the legacy Company Portfolio page and is enabled by default. Learn more about the difference between the legacy Company Portfolio page and the new Procore Home.

Company Administrators can switch between the new Procore Home and legacy Company Portfolio by following the below steps:

  1. Open the Procore Home or Company Portfolio tool.

  2. Locate the Introducing Hubs banner.

  3. Select Manage Settings on the banner.

  4. Toggle Procore Home ON Icon Toggle On or OFFIcon Toggle Offto switch between the new view and the legacy view.

However, later this year Company Portfolio will be sunset and will no longer be available.

Procore Hubs announcement banner with Manage Settings button and toggles for Procore Home and Project Overview features.

Background

Apply filters to the Projects, Executive Dashboard, and Financial Views to customize your view. These filters remain active even after you leave the page or log out, ensuring your workspace stays consistent every time you return.

Things to Consider

Steps

  1. Navigate to the company's Portfolio tool or Home.

  2. Click All Filters Icon Filter2.

  3. Select your filter criteria to narrow the list of projects.

    Show/Hide Fields

    • Filters:

      • Flag

      • Active

      • Stage

      • City

      • State

      • Country

      • Start Date

      • Completion Date

      • Project Type

      • Region

      • Program

      • Parent Project

      • Office

      • Square Feet

      • Timezone

      • Department

      • County

      • Warranty Start Date

      • Warranty End Date

      • Total Value

      • Bid Type

      • Owner Type

      • Delivery Method

      • Actual Start Date

      • Projected Finish Date

      • Use Tax Codes

      • DocuSign Enabled

      • Non-Commitment Costs

      • Labor Productivity

    • Project Roles:

      • Architect

      • Project Manager

      • Superintentdent

      • Owner

  4. Optional: Click Clear All Filters to remove all current filters.

  5. Optional: Click Icon Markup Close X icon to close the filter window.

Company Portfolio (Legacy)

  1. Navigate to the company's Portfolio tool.

  2. Click Projects, Executive Dashboard, or select one of the Financial Views from the drop-down list.

  3. Click Add Filters.

  4. Select a filter and filter's criteria.

See Also

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