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Can I receive a daily activity summary for Portfolio Financials and Capital Planning?

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

Yes. You can receive a daily digest email summary of the previous day's activity in Portfolio Financials and Capital Planning. We recommend opting in to receive these emails as a best practice for managing your projects in Procore.

Daily digest emails can be enabled in the Notifications tab of your Account Settings page. See Enable Daily Digest Emails for Portfolio Financials and Capital Planning.