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Our Team and Vendors (Portfolio Financials)

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. 

A database of team members, collaborators and vendors can be maintained on the Our Team and Vendors pages in Portfolio Financials and Capital Planning. 
Note: To view information on the Project Team, see Project Page.

  • Add and manage team members on the Our Team page.
  • Add, manage, search for and filter vendors on the Vendors page.
  • Manage permissions for team members and vendors.
  • Update vendor profiles and contacts.