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About 7 results
  • Update Your Profile in Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/update-your-profile-in-portfolio-financials-and-capital-planning
    How to update information for your user profile in Portfolio Financials and Capital Planning.
  • Create a Project Cost Reporting View in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/create-a-project-cost-reporting-view-in-portfolio-financials
    To create a Project Cost Reporting view in Portfolio Financials.
  • Create a Cost Tracker Column Configuration in Portfolio Financials
    https://support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/create-a-cost-tracker-column-configuration-in-portfolio-financials
    How to create a Cost Tracker column configuration in Portfolio Financials.
  • Planning - Tutorials (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/planning/tutorials
    This page includes a list of tutorials for various tasks that can be performed in Planning in Capital Planning.
  • Can I receive a daily activity summary for Portfolio Financials and Capital Planning?
    https://support.procore.com/faq/can-i-receive-a-daily-activity-summary-for-portfolio-financials-and-capital-planning
    A brief explanation of the Daily Digest email for Portfolio Financials and Capital Planning.
  • Enable Daily Digest Emails for Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings/tutorials/enable-daily-digest-emails-for-portfolio-financials-and-capital-planning
    How to enable daily digest emails that provide a summary of the previous day's activity in Portfolio Financials and Capital Planning.
  • Account and Company Settings (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/account-and-company-settings
    This is the landing page for support articles about the Account Settings and Company Settings pages in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation relat...This is the landing page for support articles about the Account Settings and Company Settings pages in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to Account and Company settings.