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  • Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
    https://en-au.support.procore.com/faq/why-is-the-send-to-erp-button-grayed-out-in-the-project-creation-assistant
    When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
  • Change Your Account Language in 'My Profile Settings'
    https://en-au.support.procore.com/products/online/user-guide/project-level/home/tutorials/change-your-account-language-in-my-profile-settings
    To automatically apply the same settings as your company's Procore account, both the Project level setting (see Update General Project Information: Advanced) and the User level setting must be set to ...To automatically apply the same settings as your company's Procore account, both the Project level setting (see Update General Project Information: Advanced) and the User level setting must be set to None Selected option. If you choose the None Selected option and the project's setting does NOT match the Company level setting, Procore automatically applies the Company level setting on the Company level tools.
  • Track Important Project Dates
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/track-important-project-dates
    How to create a custom report that provides a more optimized, real-time view of critical project dates.
  • How do I add tools to my Favourites list in Procore?
    https://en-au.support.procore.com/faq/how-do-i-add-tools-to-my-favorites-list-in-procore
    In Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite ...In Procore, you can create two (2) separate lists of favourite tools in Procore. As shown below, you can create one (1) list for your favourite Company level tools and one (1) list for your favourite Project level tools. Note: You can also create an 'across-project' list which you can apply to all of the Procore projects in your company account to which your user account has been granted access permission. Add Favourites to the Company Tools Menu Add Favourites to the Project Tools Menu
  • Portfolio - User Permissions
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/permissions
    This page lists the user permissions that are required to perform actions in or related to the company's Portfolio tool.
  • Set Up and Manage Your Favourites
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/setup-and-manage-your-favorites
    How to manage your list of Favourites in Procore.
  • Switch Between Views in the Projects List
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/switch-between-views-in-the-projects-list
    How to switch between Portfolio views.
  • Change Your Password
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/change-your-password
    How to change your password in Procore.
  • Export Your 'My Open Items' List for a Company Account
    https://en-au.support.procore.com/products/online/user-guide/company-level/portfolio/tutorials/export-your-my-open-items-list-for-a-company-account
    How to export a list of projects from the company's Portfolio tool.
  • Which Microsoft Excel file versions can be attached to items in Procore?
    https://en-au.support.procore.com/faq/which-microsoft-excel-file-versions-can-be-attached-to-items-in-procore
    Explains that the .XLS file format associated with Microsoft Excel (Version 2007 and earlier) has reached its end-of-life and is not supported in Procore.
  • How do I use the navigation bar to go back to the Company Portfolio?
    https://en-au.support.procore.com/faq/how-do-i-use-the-navigation-bar-to-go-back-to-the-company-portfolio
    How to go back to the company level in Procore's navigation bar.