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Procore

Edit a Vendor in Portfolio Financials

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 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit a vendor's information in Portfolio Financials.

Background

The Vendors page in Portfolio Financials is a database of all vendors that have been added to your organization's account in Procore. After a vendor profile is added, you can add or edit information and contacts for the vendor. 

Things to Consider

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

Steps

  1. Click the more menu (≡) icon in Portfolio Financials and click Vendors. 
    hamburger-icon-vendors.png
  2. Locate the vendor you want to edit and select their account.
  3. Edit the vendor's information and contacts as necessary. See the steps below:
To edit a vendor's information:
  1. Click the pencil icon-pencil-icon-pfcp.png icon at the top of the vendor profile. 
  2. Edit information for the fields as necessary.
  3. Click Save Vendor.
To edit a vendor's contacts:

Note: To update a vendor's email address, it is best to delete the contact and recreate it with the correct email address. To edit other fields, follow these steps: 

  1. In the vendor's Contacts section, click the vertical ellipsis icon-ellipsis-vertical.png icon for the contact you want to edit.
  2. Click Edit Contact.
  3. Update the contact information as necessary.
  4. Click Save Changes.