View Revision History for Milestones 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 Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the 'Project Start' and 'Project End' dates.All additions and changes to milestones are noted in the Revision History log.

Things to Consider

  • Required User Permissions:

    • 'Full Access' to the project or higher.

Steps

  1. Navigate to the Project Page.

  2. In the Milestones section, click the Show drop-down menu.
    Note: This menu is set to 'Detail' by default.
    show-menu.png

  3. Click Revision History.
    revision-history.png
    All additions and changes to milestones are shown.

  4. Optional: Click the Show drop-down menu and select Detail to go back to the regular view.

See Also

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