Tutorials
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Portfolio Management Enhancements Information
About Portfolio Management Enhancements
Dashboards and Financial Views
View Financial Views in the Portfolio Tool
Manage Projects
Add Project Notes in Procore Home
Configure a Project Template
Configure Email Notifications when Creating New Projects
Create a New Project
Create and Start a Concept Project Workflow
Edit a Project Template
Export a List of Projects from Procore Home
Filter Portfolio Views
Search the Company Portfolio for Projects
Safety Hub
About Safety Hub (Company)
Settings
Configure Email Notifications when Creating New Projects
Configure the Company Home
Concept Projects
Create a Concept Project
My Open Items
Export Your 'My Open Items'
View My Open Items
Company Portfolio (Legacy)
Configure Filter Options for the Portfolio Tool (Legacy)
Configure the Financial Health Section for the Health Dashboard (Legacy)
Set the Dashboard View Permissions (Legacy)
Show Portfolio Projects in Map View (Legacy)
Switch Between Views in the Projects List (Legacy)
View the Executive Dashboard in the Portfolio Tool (Legacy)
View the Health Dashboard in the Portfolio Tool (Legacy)