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  • Portfolio Financials - User Guide
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide
    This guide provides an overview of product features and related technologies for the Portfolio Financials and Capital Planning products in Procore. In addition, it contains recommendations on best pra...This guide provides an overview of product features and related technologies for the Portfolio Financials and Capital Planning products in Procore. In addition, it contains recommendations on best practices, tutorials for getting started and troubleshooting information for common situations. To see a list of all FAQs related to Portfolio Financials and Capital Planning, see FAQ. Note: If you are looking for resources related to other tools in the Procore web application, see Procore User Guide.
  • Search for and Filter Vendors in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/our-team-and-vendors/tutorials/search-for-and-filter-vendors-in-portfolio-financials
    How to search for and filter vendors on the Vendors page in Portfolio Financials.
  • Create a Cost Tracker Column Configuration in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/create-a-cost-tracker-column-configuration-in-portfolio-financials
    How to create a Cost Tracker column configuration in Portfolio Financials.
  • Create a Tender Room in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/create-a-bid-room-in-portfolio-financials
    How to create a Tender Room in Portfolio Financials.
  • Add Comments for Projects from the Dashboard in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/dashboard/tutorials/add-comments-for-projects-from-the-dashboard-in-portfolio-financials
    How to add comments for projects from the Dashboard in Portfolio Financials.
  • Approve or Reject a Variation in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/approve-or-reject-a-change-order-in-portfolio-financials
    How to approve or reject a variation in the Contract Room of Portfolio Financials.
  • Rename a Cost Item on the Cost Tracker in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/rename-a-cost-item-on-the-cost-tracker-in-portfolio-financials
    How to rename a cost item on the Cost Tracker for a Portfolio Financials project.
  • Post an RFI in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/bid-room/tutorials/post-an-rfi-in-portfolio-financials
    How to post an RFI in a Tender Room in Portfolio Financials.
  • Edit a Component for a Project in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/cost-allocations/tutorials/edit-a-component-for-a-project-in-portfolio-financials
    How to edit a component that was added for a project in Portfolio Financials.
  • Edit a Contract in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/edit-a-contract-in-portfolio-financials
    How to edit a contract in the Contract Room of Portfolio Financials.
  • Add Allocation Rules for Components in Portfolio Financials
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/cost-allocations/tutorials/add-allocation-rules-for-components-in-portfolio-financials
    How to add allocation rules for components in a Portfolio Financials project.