What are Approvals in Portfolio Financials?
NoteThis information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.
Portfolio Financials supports robust approval workflows for Contracts, Tender, Variations, Payment Applications and Budgets. These approval workflows are customisable and can be created based on various different criteria and monetary thresholds. See the Approval Workflows landing page for more details.
After all approvers have approved an item, the original sender will be notified to finalise the approval package. To create or modify an approval workflow, see Create an Approval Workflow Template and Edit an Approval Workflow Template.