Add a Section to the Cost Tracker in Portfolio Financials

 Note

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.

Background

The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.

Things to Consider

  • Required User Permissions:

    • 'Full Access' to the project or higher.

Steps

  1. Navigate to the Cost Tracker section of the Project Page.

  2. Click Add Section.

    add-section-to-cost-tracker.png

  3. Enter a name for the section.

  4. Optional: After multiple sections have been added to the Cost Tracker, you can rearrange the order by dragging a section to a new location.

Next Steps

See Also

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