How-to Training Videos
On this page you'll find quick, how-to training videos.

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Looking for more in-depth training?
A great way to learn how to use the Portfolio Financials tools in Procore is by completing the self-paced Procore Certification: Project Manager at Owner (Portfolio Financials) course. It includes training videos, simulators, best practices and quizzes to test your knowledge. Plus, you’ll earn a Procore Certification certificate upon successful course completion that you can add to your LinkedIn profile.
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Approving or Rejecting a Tender
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Sending a Tender For Approval
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Sending an Item Out For Tender
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Tender Room Overview
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Comparing, Awarding and Closing Out a Tender
Video content may not accurately reflect the current state of the system, and/or it may be out of date.