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Edit a Project in 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. 


To edit information for an existing Portfolio Financials project in Procore.


While most project information will be entered when creating a project in Portfolio Financials, you might need to edit one or more fields later. 

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 


  1. From the Project Page, click the vertical ellipsis icon-ellipsis-vertical.png icon next to the project's name.
  2. Click Edit Project.
  3. Update the project's information as necessary. See Add a New Project in Portfolio Financials for field descriptions. 
  4. Click Save Changes.