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Account and Company Settings (Portfolio Financials)

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

User account information and notification settings can be managed in the Account Settings page of Portfolio Financials and Capital Planning, while the Company Settings page is where Company Admin users can create approval workflow templates, Cost Tracker column configurations and custom views for Project Cost Reporting. 
Note: See Approval WorkflowsProject Page, and Cost Tracker for additional resources.

  • Manage your profile and notifications for Daily Digest emails.
  • Create Approval Workflow templates.
  • Create views for Project Cost Reporting.
  • Create column configurations for the Cost Tracker.