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About 21 results
  • How do tender approvals work in Portfolio Financials?
    https://en-au.support.procore.com/faq/how-do-bid-approvals-work-in-portfolio-financials
    A look at how tender approvals work in Portfolio Financials.
  • What are Approvals in Portfolio Financials?
    https://en-au.support.procore.com/faq/what-are-approvals-in-portfolio-financials
    A brief overview of approval workflows in Portfolio Financials.
  • What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/what-is-the-my-tasks-page-in-portfolio-financials-and-capital-planning
    A brief overview of the 'My Tasks' page in Portfolio Financials and Capital Planning.
  • Approval Workflows - Videos (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/videos
    This page includes training videos that show how to perform various tasks in or related to the Approval Workflows tool in Portfolio Financials.
  • Approval Workflows (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows
    This is the landing page for support articles about the Approval Workflows tool in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Approval Workfl...This is the landing page for support articles about the Approval Workflows tool in Portfolio Financials. It contains links to tutorials, faqs and other support documentation related to Approval Workflows.
  • View Approval Workflow Templates in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/view-approval-workflow-templates-in-portfolio-financials
    How to view approval workflow templates that were created in Portfolio Financials.
  • Approval Workflows - FAQ (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/faq
    This page includes links to frequently asked questions about the Approval Workflows tool in Portfolio Financials.
  • Search for Approval Workflow Templates in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/search-for-approval-workflow-templates-in-portfolio-financials
    How to search for approval workflow templates that were created in Portfolio Financials.
  • Approval Workflows - User Permissions (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/permissions
    This page lists the user permissions that are required to perform actions in or related to the Approval Workflows tool in Portfolio Financials.
  • Delete an Approval Workflow Template in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/delete-an-approval-workflow-template-in-portfolio-financials
    How to delete an approval workflow template in Portfolio Financials.
  • Create an Approval Workflow Template in Portfolio Financials
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/create-an-approval-workflow-template-in-portfolio-financials
    How to create an approval workflow template for reviewing and approving items in Portfolio Financials.