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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- Add Favorites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Add Project Notes
- Apply a Project Template to a New Project
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Configure Advanced Settings: Portfolio
- Configure a Project Template
- Configure the Add Filter Options for the Portfolio Tool
- Create Custom Portfolio Reports
- Create a New Project
- Edit a Project Template
- Export Your 'My Open Items' List for a Company Account
- Export a List of Projects from the Company Portfolio
- Navigate to a Favorite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set Up and Manage Your Favorites
- Set User Permissions for the Portfolio Tool
- Set and Apply Favorites for the Project Tools Menu
- Set the Dashboard View Permissions
- Show Portfolio Projects in Map View
- Switch Between Financial Views
- Switch Between Views in the Projects List
- Switch Between the Portfolio Views
- Track Important Project Dates
- Upload Your Avatar or Profile Photo to Procore
- View Inactive Projects in the Company Portfolio
- View My Open Items in the Portfolio Tool
- View the Executive Dashboard in the Portfolio Tool
- View the Health Dashboard in the Portfolio Tool
Tip
To browse and search all Procore training videos, visit our video library.
Web
Navigating Procore - Legacy
Navigating Procore
Mobile
Navigating Procore (Mobile) - Legacy
Navigating Procore (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.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Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Navigating Procore
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Navigating Procore
Mobile
Navigating Procore (Mobile)
Navigating Procore
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Navigating Procore
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Navigating Procore
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Navigating Procore
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Web
Navigating Procore
Mobile
Navigating Procore (Mobile)
Web
Navigating Procore - Legacy
Navigating Procore
Mobile
Navigating Procore (Mobile) - Legacy
Navigating Procore (Mobile)
OUTDATED VIDEOS - Removed from Support Site and Certifications
Navigate Procore Tools
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.
- Can I add personal avatars or profile photos for other users?
- Can I change the language of my Company, Project, or User in Procore?
- Can I set up multiple Favorites lists for my project tools to apply to different projects?
- How do I add an avatar or profile photo to Procore?
- How do I add tools to my Favorites list in Procore?
- How do I determine the latitude and longitude values of an address?
- How do I know if my DocuSign account is synced with Procore?
- How do I use the navigation bar to go back to the Company Portfolio?
- Is there a way to see all the open items in Procore assigned to me?
- What are custom project roles?
- What are the threshold values for the Portfolio tool's Health Dashboard?
- What is the 'Code' field on the project creation page?
- What languages are available in Procore?
- What's the difference between a job, a parent job, and a sub job?
- Which Microsoft Excel file versions can be attached to items in Procore?
- Which filters are supported in the Portfolio tool's views?
- Why can't I add Procore tools to my Favorites list?
- Why can't I create or activate Procore projects?
- Why can't I see all of my Favorite tools on a project?
- Why can't I see the Favorites tab in My Profile Settings?
- Why is the 'My Open Items' list not showing tasks that have been assigned to me?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
Portfolio
The following table highlights which user permissions are required to perform the described user action.
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.