Portfolio Planning - Overview
Procore's Company level Portfolio Planning tool allows you to easily view and manage all tenders that your company has been invited to. You can view all tender details and documents, manage your intention to tender and begin the takeoff and estimating process, all from the same tool. After a tender is awarded, you can add the project to your Portfolio, which will add a new project in Procore and allow you to continue working in the Estimating tool.
- Manage estimating pipeline
- Easily move projects from tender board into the course of construction
- All Procore Tender invites from all solicitors will be displayed
Popular Tutorials (view all)
Top FAQ (view all)
- Which Procore tools support granular permissions?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- How do I add a Tender Board project to the Portfolio tool in Procore?
- What fields are in an estimate and how are they calculated?
- What granular permissions are available for the company's Tender Board tool?