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Procore

Portfolio

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Procore's Company level Portfolio tool is designed to give you a high-level overview of your company's projects.

  • Gain access to all of your company projects.
  • View general project information as a Portfolio List, Thumbnail, or on a Map.
  • Click to open a more detailed Project Home page.

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To browse and search all Procore training videos, visit our video library.

Web

 

Mobile

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Navigating Procore

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

Mobile

 
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

 

Mobile

 

Web

 

Mobile

 

OUTDATED VIDEOS - Removed from Support Site and Certifications

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Navigating Procore

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Portfolio

The following table highlights which user permissions are required to perform the described user action.

Task None Read Only Standard Admin
Add Favorites to the Company Tools Menu   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Filters to the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Project Notes       icon-mindtouch-table-check.png
Apply a Project Template to a New Project       icon-mindtouch-table-check.png 1
Change Your Password   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure a Project Template       icon-mindtouch-table-check.png
Configure Advanced Settings: Portfolio       icon-mindtouch-table-check.png
Create a New Project   icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Create Custom Portfolio Reports       icon-mindtouch-table-check.png
Export a List of Projects from the Company Portfolio   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export Your 'My Open Items' List for a Company Account   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Revoke Access for Connected Apps   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Search the Company Portfolio for Projects   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set the Dashboard View Permissions       icon-mindtouch-table-check.png
Set Up and Manage Your Favorites   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Set User Permissions for the Portfolio Tool       icon-mindtouch-table-check.png
Show Projects on Google Maps from the Portfolio Tool    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Switch Between Financial Project Views       icon-mindtouch-table-check.png
Switch Between the Portfolio Views   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Track Important Project Dates       icon-mindtouch-table-check.png
Upload Your Avatar or Profile Photo to Procore   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Inactive Projects   icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3 icon-mindtouch-table-check.png 3
View My Open Items in the Portfolio Tool   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Health Dashboard in the Portfolio Tool       icon-mindtouch-table-check.png

1 This task requires 'Admin' level permissions on the Company level Directory tool, or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

2 This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.

3 Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

Below are the notable changes to the company's Portfolio tool. 

Recent Changes

No recent notable changes.