Search Back to top Filter ResultsLocationFAQ (5)ClassificationArticle typeCategoryGuideTopicHow-toReferenceTutorialFAQRelease NoteVideosTool Landing PageTutorial ListFAQ ListPermissions ListWorkflow ListTool OverviewRelease Notes ListStageStubDraftReviewFinalOutdatedObsoleteSME ReviewFinal ReviewPublish ReadyPublishedDeprecatedLanguageEnglish-USEnglish-AUSpanishFrench-CAReady to TranslateYesNoInclude attachmentsContent TypeDocumentImageOther Searching inAll resultsAbout 5 resultsHow do I switch between Portfolio Financials and Project Management toolkits in Procore?https://support.procore.com/faq/how-do-i-switch-between-portfolio-financials-and-project-management-toolkits-in-procoreA guide on how to switch between Procore's Portfolio Financials and Project Management toolkits if you have access to both.Why can't my team member see a project in Portfolio Financials and Capital Planning?https://support.procore.com/faq/why-cant-my-team-member-see-a-project-in-portfolio-financials-and-capital-planningA brief explanation of why a team member may not be seeing a project in Portfolio Financials and Capital Planning.How do I locate an archived project in Portfolio Financials and Capital Planning?https://support.procore.com/faq/how-do-i-locate-an-archived-project-in-portfolio-financials-and-capital-planningA quick guide on how to locate an archived project in Portfolio Financials and Capital Planning.Can I customize the project type options in Portfolio Financials and Capital Planning?https://support.procore.com/faq/can-i-customize-the-project-type-options-in-portfolio-financials-and-capital-planningHow to add custom project types for Portfolio Financials and Capital Planning.How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?https://support.procore.com/faq/how-do-i-enter-budgeted-projects-for-the-year-in-portfolio-financials-and-capital-planningHow to get your budgeted projects for the year ready in Portfolio Financials and Capital Planning.Show more results
