NoteThe information in this FAQ applies to Procore accounts with the Portfolio Financials product. Reach out to your Procore point of contact for more information.
Templates in Portfolio Financials (for Milestones, Cost Tracker, documents, or bid forms) are created based on data that you have added to your projects. For example, if you want to add a template for Milestones, you will need to add or be able to reference milestone items from your project that you want to use as a template. After you have the contents of the template set up, you can contact Procore Support to request the creation of the template. The following information is needed when you request a template:
- URL address of the project
Note: If you are requesting a bid form template, navigate to the relevant Bid Room before providing the URL.
- Name for template
- Description of template
Custom Cost Tracker templates can only be added to your organization's account by Procore. If you would like custom templates added for your projects, please reach out to your Customer Success Manager, or contact Customer Support at firstname.lastname@example.org.
Tip! If you only need to configure which columns appear on the Cost Tracker, see Create a Cost Tracker Column Configuration in Portfolio Financials.