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How do I add a Tender Board project to the Portfolio tool in Procore?

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Background

While you can perform essential tasks (such as adding takeoffs and estimates) on a new project created from the Tender Board, you will need to add the project to the Portfolio tool in order to take advantage of all tools that you have access to in Procore.

Answer

Follow the steps below to add a project to the Portfolio:

From the Project

  1. Navigate to the Tender Board tool in Procore.
  2. Locate the project that you want to add to the Portfolio tool.
  3. Click the project name to open it.
  4. Click the vertical ellipsis icon-ellipsis-vertical.pngicon at the top of the page.
  5. Click Add to Portfolio.
  6. If you would like to apply a project template to the project, click the Project Template menu and select the project you want to use as a template.
  7. Click Add to Portfolio.
    The project is automatically added to the Portfolio tool, where it can be accessed by project users.

From the Tender Board List

  1. Navigate to the Tender Board tool in Procore.
  2. Locate the project that you want to add to the Portfolio tool.
  3. Scroll right until you see the end of the row.
  4. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  5. Click Add to Portfolio.
  6. If you would like to apply a project template to the project, click the Project Template menu and select the project you want to use as a template.
  7. Click Add to Portfolio.
    The project is automatically added to the Portfolio tool, where it can be accessed by project users.

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