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Procore (en-GB)

Edit an Payment Application in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit an payment application that was added to the Contract Room in Portfolio Financials.

Background

The Contract Room is a shared portal where vendors can submit variations and payment applications directly to the project team for approval throughout the duration of the project. The Payment Applications tab of the Contract Room is where payment applications can be added, managed and reviewed.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Payment Applications must be in a Pending state in order to be edited. If a payment application was submitted by the vendor team, it can only be edited by the vendor team.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker
    Note: Cost items with a Contract Room are marked with a ribbon  icon.
  2. Click the Payment Applications tab.
  3. Click the payment application you want to edit.
  4. Click the vertical ellipsis  icon.
  5. Click Edit.
  6. Make any necessary updates to the Payment Application Overview, Payment Application Details or Documents sections.
  7. Click Save.

Demo

edit-payment application.gif