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Edit Sections on the Cost Tracker in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To edit sections on the Cost Tracker in a Portfolio Financials project.

Background

The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Steps

  1. Navigate to the Cost Tracker section of the Project Page. 
  2. The following actions are available:
To rename a section:
  1. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the section you want to rename.
  2. Click Rename. 
  3. Enter the revised name for the section.
  4. Press ENTER or RETURN on your keyboard to save the changes. 
To rearrange sections:
  1. Hover over a section you want to move.
  2. Click and hold the grip icon-reorder-grip-pfcp.png icon.
  3. Drag and drop the section to the new location.