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Portfolio Financials: Updates to the Vendor Collaborator Dashboard

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This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: January 29, 2020  /  Feature Released: February 10, 2020   

This documentation details prerelease software. Its accuracy and reliability is not guaranteed by Procore Technologies, Inc. and it is subject to change without notice. It is being provided online for preliminary evaluation prior to an upcoming release. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs or damages incurred due to its use.

 

 Note

This feature is part of Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information. 

Improved Vendor/Collaborator Dashboard

Procore has updated the Vendor and Collaborator Dashboard to make it easier for everyone to locate and view the information that is relevant to them. Previously, items on the dashboard were organised on one page, which often required continuous scrolling. 

The updated dashboard is organized in a more user-friendly grid format with filters and sortable headers to allow projects to be located more easily. These filtering options available depend on your role. For example, if you are a vendor, you can now filter projects by 'Status' or 'Building'. If you are a collaborator, you can now filter projects by 'Company' or 'Building'.

 Tip
If you are a collaborator and need to access your client's Dashboard, click your initials in the upper right corner of the page and select your client's name. This will redirect you to their Dashboard.  

Preview

vendor-collaborator-dashbaord.png

 

If you would like to ask questions or share any feedback, please contact support-owners@procore.com.