Edit a Project from the Dashboard 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

Portfolio Financials projects can be created and managed from the Dashboard tool. While most information must be managed from the Project Page, you can quickly access actions, such as editing a project or marking it as complete, from the Dashboard.

Things to Consider

  • Required User Permissions:

    • 'Full Access' to the project or higher.

Steps

  1. From the Dashboard in Portfolio Financials, locate the project you want to edit.

  2. Hover over the project's row and click the vertical ellipsis box icon-vertical-ellipsis-box-pfcp.png icon.

  3. Click Edit Project.

  4. Update the project's information as necessary. See Add a New Project in Portfolio Financials for field descriptions.

  5. Click Save Changes.

See Also

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