Search for Approval Workflow Templates 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

Company Admins can create and manage custom approval workflows for reviewing or approving items in Portfolio Financials. These workflows can be simple or complex, and can be used for items such as bids, contracts, budgets, change orders, and invoices.

Things to Consider

  • Required User Permissions:

    • 'Company Admin' in Portfolio Financials.

Steps

  1. From the Approval Workflows page, click Templates.

  2. Click the Find search bar and enter a search term.
    Note: You can search by workflow name and approver.

  3. Press RETURN or ENTER on your keyboard to initiate the search.

  4. Matching search results are displayed.

See Also

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