Search Back to top Filter ResultsLocationProducts (28)FAQ (15)ClassificationArticle typeCategoryGuideTopicHow-toReferenceTool Landing PageTutorial ListFAQ ListPermissions ListWorkflow ListTool OverviewRelease Notes ListTutorialFAQRelease NoteVideosTranslation statusDo not translateQueuedIn progressCompleteReady to TranslateYesNoStagePublishedDeprecatedObsoleteInclude attachmentsContent TypeDocumentImageOther Searching inAll resultsAbout 43 resultsExport a Contract in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/export-a-contract-in-portfolio-financialsHow to export a contract from the Contract Room in Portfolio Financials to a PDF, DOCX or XML file.Download a Schedule of Values PDF for a Contract in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/download-a-schedule-of-values-pdf-for-a-contract-in-portfolio-financialsHow to download a PDF of the Schedule of Values for a contract in Portfolio Financials.Edit an Progress Claim in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/edit-an-invoice-in-portfolio-financialsHow to edit an progress claim that was added to the Contract Room in Portfolio Financials.Undo the Rejection of an Progress Claim in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/undo-the-rejection-of-an-invoice-in-portfolio-financialsHow to undo the rejection of an progress claim in the Contract Room of a Portfolio Financials project.Add a Variation in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/add-a-change-order-in-portfolio-financialsHow to add a variation to the Contract Room in Portfolio Financials.How do I edit an initial award amount for a contract in Portfolio Financials?https://en-au.support.procore.com/faq/how-do-i-edit-an-initial-award-amount-for-a-contract-in-portfolio-financialsA brief guide on how you can edit an initial award amount for a contract in Portfolio Financials.What should I know about variations in Portfolio Financials?https://en-au.support.procore.com/faq/what-should-i-know-about-change-orders-in-portfolio-financialsAnswers to common questions related to variations in Portfolio Financials.Enable Cost Breakdown for a Contract in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/enable-cost-breakdown-for-a-contract-in-portfolio-financialsHow to enable Cost Breakdown and set up a Schedule of Values for a contract in Portfolio Financials.Send Messages from the Contract Room in Portfolio Financialshttps://en-au.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/send-messages-from-the-contract-room-in-portfolio-financialsHow to send messages from the Contract Room in Portfolio Financials.How can I handle CM fees in Portfolio Financials?https://en-au.support.procore.com/faq/how-can-i-handle-cm-fees-in-portfolio-financialsAn overview of how to handle CM Fees in Portfolio Financials.Why can't I see the Contract Room in Portfolio Financials?https://en-au.support.procore.com/faq/why-cant-i-see-the-contract-room-in-portfolio-financialsAn explanation as to why you may not be able to access a Contract Room in Portfolio Financials.Show more results
