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About 21 results
  • View Approval Workflow Templates in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/view-approval-workflow-templates-in-portfolio-financials
    How to view approval workflow templates that were created in Portfolio Financials.
  • Approval Workflows - User Permissions (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/permissions
    This page lists the user permissions that are required to perform actions in or related to the Approval Workflows tool in Portfolio Financials.
  • What are Approvals in Portfolio Financials?
    https://support.procore.com/faq/what-are-approvals-in-portfolio-financials
    A brief overview of approval workflows in Portfolio Financials.
  • Approval Workflows (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows
    This is the landing page for support articles about the Approval Workflows tool in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to Approval Workf...This is the landing page for support articles about the Approval Workflows tool in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to Approval Workflows.
  • Approval Workflows - FAQ (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/faq
    This page includes links to frequently asked questions about the Approval Workflows tool in Portfolio Financials.
  • Search for Approval Workflow Templates in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/search-for-approval-workflow-templates-in-portfolio-financials
    How to search for approval workflow templates that were created in Portfolio Financials.
  • What email notifications are sent for Approval Workflows in Portfolio Financials?
    https://support.procore.com/faq/what-email-notifications-are-sent-for-approval-workflows-in-portfolio-financials
    A summary of email notifications sent during the approval workflow process in Portfolio Financials.
  • How do invoice approvals work in Portfolio Financials?
    https://support.procore.com/faq/how-do-invoice-approvals-work-in-portfolio-financials
    An overview of how invoice approvals work in Portfolio Financials.
  • Assign an Approval Workflow Template to a Building in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/assign-an-approval-workflow-template-to-a-building-in-portfolio-financials
    How to assign an approval workflow template to a building in Portfolio Financials.
  • Create an Approval Workflow Template in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/create-an-approval-workflow-template-in-portfolio-financials
    How to create an approval workflow template for reviewing and approving items in Portfolio Financials.
  • Remove an Approval Workflow Template from a Building in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/approval-workflows/tutorials/remove-an-approval-workflow-template-from-a-building-in-portfolio-financials
    How to remove an approval workflow template that was assigned to a building in Portfolio Financials.