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Milestones (Portfolio Financials)

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

The Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the Project Start and Project End dates. All milestones for the project show on a timeline on the Project Page so that you can see dates for milestones in relation to one another.

HIGHLIGHTS Show/Hide  
  • Track the status of each milestone for the project. Set notifications for upcoming milestones.
  • Mark milestones complete in Portfolio Financials when you reach them.
  • Set notifications for upcoming milestones.