Portfolio Financials: Request Services from Custom Solutions
Important
The information on this page is specific to accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information.Objective
To request services from the Custom Solutions Team at Procore if you are a Company Admin using Portfolio Financials.
Background
Procore's Custom Solutions team specializes in building customized PDFs as an add-on service for Portfolio Financials in the Procore web application.
Things to Consider
- Required User Permissions:
- To request services from the Custom Solutions Team, you must have Company Admin permissions in Portfolio Financials.
- Additional Information:
- To provide your company with customization services, you must have Add-On Service hours available.
Steps
To minimize the number of revisions and the number Add-On Service hours used, be sure to review these instructions in detail. It is also important to clearly communicate the intended purpose and desired behavior of your custom solutions in your request.
Step 1: Create Your Markup
- Download the instruction template:
- Custom Forms Markup Instructions.pdf
Download this form to request a custom form. If you want your custom form to include a custom field, include that information in your request.
- Custom Forms Markup Instructions.pdf
- Review the instructions in the template file.
Step 2: Send Your Markup to Procore
- Create a new email message with the Procore tool name and request type in the subject line. If you have multiple requests for different tools, please send one email per tool.
Example Subject Line:
Contract Custom PDF Form Request
Tip
Any actions taken by the Custom Solutions Team regarding your request will require the use of custom hours. We recommend prioritizing your requests accordingly. - Send the email to the following address: customforms@procore.com
Step 3: Completion of Development