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Can I customise the project type options in Portfolio Financials and Capital Planning?

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 Note
This information is intended for accounts with the Portfolio Financials and Capital Planning products in Procore. Please reach out to your Procore point of contact for more information. 

Answer

Yes. Users with 'Company Admin' permissions in Portfolio Financials have the ability to manage the project types and subtypes that members of the team are able to select from.

Steps

To Add a Project Type

  1. From the Dashboard in Portfolio Financials, click Add New Project.
  2. Next to 'Project Type', click Manage.
  3. Click Add New Type. 
  4. Enter a name for your custom project type.
    Optional: Click Subtype if you want to enter a subtype for the new project type.
  5. Click Add.
    add-project-type.png
  6. When you are done adding project types, click Done. 
  7. Click the X or Cancel to exit out of the project creation window. If you want to continue adding a new project, see Add a New Project in Portfolio Financials.

To Manage Project Types

  1. From the Dashboard in Portfolio Financials, click Add New Project.
  2. Next to 'Project Type', click Manage.
  3. Click the pencil icon-pencil-icon-pfcp.png icon next to a type you want to edit or delete.
  4. Make any necessary adjustments.
    • If you want to rename the type, enter the new name in the field and click Done.
    • If you want to delete the type, click Delete.
      Note: Project types cannot be deleted if they are currently applied to one or more projects.
      manage-project-types.png
  5. Click Done at the bottom of the window to save your changes.
  6. Click the X or Cancel to exit out of the project creation window.