Search Back to top Filter ResultsLocationProducts (19)FAQ (3)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 22 resultsAdd Documents to the Project Page in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/add-documents-to-the-project-page-in-portfolio-financialsHow to add documents to the Project Page in Portfolio Financials.Download Documents from the Project Page in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/download-documents-from-the-project-page-in-portfolio-financialsHow to download documents from the Project Page in Portfolio Financials.Review Vendors in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/review-vendors-in-portfolio-financialsHow to review vendors in Portfolio Financials.Apply a Folder Template for Project Documents in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/apply-a-folder-template-for-project-documents-in-portfolio-financialsHow to apply a folder template to the Documents section of the Project Page in Portfolio Financials.Unarchive a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/unarchive-a-project-in-portfolio-financialsHow to set an archived project in Portfolio Financials back to active.Close Out a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/close-out-a-project-in-portfolio-financialsHow to close out a completed project in Portfolio Financials.Edit a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/edit-a-project-in-portfolio-financialsHow to edit information for an existing Portfolio Financials project in Procore.Update the Stage of a Project in Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/project-page/tutorials/update-the-stage-of-a-project-in-portfolio-financialsHow to update the stage of a project in Portfolio Financials.What is the Project Team in Portfolio Financials and what are the varying permission levels?https://support.procore.com/faq/what-is-the-project-team-in-portfolio-financials-and-what-are-the-varying-permission-levelsA brief overview of the Project Team in Portfolio Financials.Edit the Name of a File or Folder in the Documents Section of Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/edit-the-name-of-a-file-or-folder-in-the-documents-section-of-portfolio-financialsHow to edit the name of a file or folder in the Documents section of a Portfolio Financials project.Create a New Folder for Project Documents in a Portfolio Financialshttps://support.procore.com/products/portfolio-financials/user-guide/documents/tutorials/create-a-new-folder-for-project-documents-in-portfolio-financialsHow to create a new folder for documents on the Project Page in Portfolio Financials.Show more results
