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Procore (en-GB)

Configure the Add Filter Options for the Portfolio Tool

Objective

To configure the Add Filter options for the Portfolio tool. 

Background

When accessing the company's Portfolio tool, the Add Filters drop-down list lets users narrow the items in view (see Add Filters to Portfolio Views).

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the project's Portfolio tool. 
  • Prerequisites:
    • The selections that appear in the Add Filter drop-down list at the top of the Portfolio Views (see Add Filters to the Portfolio Views) are created in the company's Admin tool. See the Steps below for details about where each list is created.

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page.
  2. Click Configure Settings .
    This reveals the Portfolio Settings page.
  3. Click Filter Configuration.



    This reveals the Filter Configuration list. 
  4. Choose from the options to add or remove one of the available drop-down list in the Portfolio tool's Filter Projects By area:



    The filters that you can show or hide on the 'Filter Projects By' area include:
  5. Click Update.
    The system saves the new filter configuration settings. You can now navigate back to the Portfolio tool's page to view the updates in the sidebar.  

See Also