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About 297 results
  • Our Team and Vendors - FAQ (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/our-team-and-vendors/faq
    This page includes links to frequently asked questions about Our Team and Vendors in Portfolio Financials.
  • View Projects on the Dashboard in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/view-projects-on-the-dashboard-in-portfolio-financials
    How to view projects on the Dashboard in Portfolio Financials.
  • Tender Room - Videos (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/bid-room/videos
    This page includes training videos that show how to perform various tasks in or related to the Tender Room tool in Portfolio Financials.
  • Vendors - Tutorials (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/resources-for-vendors/tutorials
    This page includes a list of tutorials for various tasks that can be performed in Vendors in Portfolio Financials.
  • Cost Allocations (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/cost-allocations
    This is the landing page for support articles about Cost Allocations in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Cost Allocations.
  • Documents (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/documents
    This is the landing page for support articles about the Documents section in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Documents on the Proj...This is the landing page for support articles about the Documents section in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Documents on the Project Page.
  • Edit a Project in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/edit-a-project-in-portfolio-financials
    How to edit information for an existing Portfolio Financials project in Procore.
  • Account and Company Settings - User Permissions (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/permissions
    This page lists the user permissions that are required to perform actions in or related to the Account Settings and Company Settings pages in Portfolio Financials.
  • Change Columns on the Cost Tracker in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/change-columns-on-the-cost-tracker-in-portfolio-financials
    How to change columns on a project's Cost Tracker in Portfolio Financials.
  • Enable Daily Digest Emails for Portfolio Financials and Capital Planning
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/enable-daily-digest-emails-for-portfolio-financials-and-capital-planning
    How to enable daily digest emails that provide a summary of the previous day's activity in Portfolio Financials and Capital Planning.
  • Edit an Progress Claim in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/edit-an-invoice-in-portfolio-financials
    How to edit an progress claim that was added to the Contract Room in Portfolio Financials.