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Glossary: Company Portfolio

 

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


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A

Active Project?

Active Project?. Place a checkmark in this box to classify the project as Active (recommended) or clear the checkmark from the box to classify it as Inactive.

B

Bid Type

Bid Type. Select the bid type from the list. These selections are created with the company's Admin tool. See Add a Custom Bid Type.

C

City

City. Enter the full city name. Note: Do NOT abbreviate the city name. 

Columns (Custom Report)

Columns. Place a checkmark in the box(es) that correspond to the columns that you want to include (Note: If you want to change the display order of your report's columns, grab the column by the hamburger (≡) button and use a drag-and-drop operation to place it in the desired position). 
Note: If you want to include columns that correspond to fields that have been customized for your organization, such as project roles (e.g., Project Manager), project dates (e.g., Project Kickoff), or owner types (i.e., Owner/Builder), you must create those selections first. See Add a Custom Project RoleAdd Custom Project Dates​, or Add a Custom Owner Type.

Confirm Password

Confirm Password. Repeat your new password entry in this box. 

Copy People From

Copy People From. If you want to add all of the Procore users from an existing project to your new project's Directory tool, select the desired project from the drop-down list. To enable this feature, your company's Procore Administrator must submit a request to your Procore point of contact. See Copy People from One Project to Another

Country/State

Country/State. Select the country and state from the drop-down list. 

Current Password

Current Password. Enter the password you currently use to log into Procore. 

D

Department (Custom Report)

Department. Filter the report by department, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Department.

Departments

Departments. Select one or more departments who have responsibility for the project. These departments appear in the Timecard and Directory tool, and may also appear in other Procore tools depending on your company's specific configuration. These selections are created with the company's Admin tool. See Custom Company Projects.

E

Enable County Filter

Enable County Filter. Lets users filter the Portfolio views by county.  A checkmark shows the County drop-down list. Clear the checkmark to hide the list. For information about how Procore determines the county for a project, see Add a New Project. For information about how Procore determines the county for a project, see Add or Edit a New Project

Enable Department Filter

Enable Department Filter. A checkmark shows the Department drop-down list. Clear the checkmark to hide the list.  Menu options are customized in the company's Admin tool. See Add a Custom Department.

Enable Office Filter

Enable Office Filter. A checkmark shows the Office drop-down list. Clear the checkmark to hide the list. 

Enable Owner Filter

Enable Owner Filter. A checkmark shows the Owner drop-down list. Clear the checkmark to hide the list. 

Enable Owner Type

Enable Owner Type. A checkmark shows the Owner Type drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Owner Type

Enable Parent Job Filter

Enable Parent Job Filter. A checkmark shows the Parent Job drop-down list. Clear the checkmark to hide the list. See Add a New ProjectAdd or Edit General Project Information, and What's the difference between a job, a parent job, and a sub job?

Enable Program Filter

Enable Program Filter. Lets users filter the Portfolio views by programs. A checkmark shows the Programs drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add Programs.

Enable Project Role Filters

Enable Project Role Filter. If you have created one or more custom project roles (see Add a Custom Project Role), an enable option option appears for each individual role. A checkmark shows the corresponding drop-down list. Clear the checkmark to hide the corresponding list. 

Enable Region Filter

Enable Region Filter. A checkmark shows the Region drop-down list. Clear the checkmark to hide the list.  Menu options are customized in the company's Admin tool. See Add Custom Project Regions.

Enable Stage Filter

Enable Stage Filter. Lets users filter the Portfolio views by project stage. A checkmark shows the Stage drop-down list. Clear the checkmark to hide the list. Menu options are customized in the company's Admin tool. See Add a Custom Project Stage.

Enable Status Filter

Enable Status Filter. Lets users filter the Portfolio views by project status. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list. See Activate or Deactivate a Project.

Enable Type Filter

Enable Type Filter. A checkmark shows the Status drop-down list. Clear the checkmark to hide the list.   Menu options are customized in the company's Admin tool. See Add a Custom Project Type.

Estimated Completion Date

Estimated Completion Date. Select the anticipated project completion date. Once the project has begun, you can compare this field against the actual finish date.

Estimated Start Date

Estimated Start Date. Select the project's anticipated start date. Later, you can compare this date with the actual start date. The "Actual Start Date" field will inherit this values unless a project schedule is uploaded. 

Executive Dashboard (View)

*Executive Dashboard. For users with 'Admin' level permission to the Portfolio tool, this view shows data visualizations of your projects by program, stage, type, department, and office. See View the Executive Dashboard in the Portfolio Tool

F

Financial Views (View)

*Financial Views. Click this link and then select one of these options from the drop-down menu: Budget VarianceContract VarianceContract Summary, or Commitment Summary. See Switch Between Financial Views.

G

Group By (Custom Report)

Group By. Select how to group your report information. Your grouping options are: Program, Stage, Type, and Office Name

H

I

J

Job Fax

Job Fax. Enter the onsite fax number here (if available). This gives team members the ability to see and use the project's fax number when needed. 

Job Phone

Job Phone. Enter in the main contact phone number of the job site. Team members will be able to see this phone number and use it if desired.

Job Number

Job Number. Enter a unique project ID or number to differentiate it from other company projects.

K

L

M

My Open Items (View)

My Open Items. Shows any tasks to which you have been assigned in other Procore tools where your action is required. See View My Open Items in the Portfolio Tool.

N

Name (Custom Report)

Name. Enter a name for the custom report (e.g., Key Projects by Program). This is a required field.

New Password

New Password. Enter a new password (Note: A checkmark appears next to each password requirement that has been satisfied). 

O

Office

Office. Choose the office that is managing this project. These selections are created in the company's Admin tool. See Add an Office Location.

Office (Custom Report)

Office. Filter the report by office location, select one or more from the list. These selections are created in the Company level Admin tool. See Add an Office Location.

Owner

Owner. Select the owner type from the list. These selections are created with the company's Admin tool. See Add a Custom Owner Type.

P

Parent Job

Parent Job. Select the name of the parent project in Procore from the list. In Procore, a parent job is a Procore project that has been designated as the 'parent' project for one or more related project(s) in Procore's Portfolio tool. To learn more, see What's the difference between a job, a parent job, and a sub job?

Program

Program. Select the program under which to classify your project. You can view your projects by program with the Programs tool. ​These selections are created with the company's Admin tool. See Create Company Programs.

Program (Custom Report)

Program. Filter the custom report data by program, select one or more from the list. These selections are created in the Company level Admin tool. See Add Programs.

Project Address

Project Address. Enter the job site's physical address.

Project Description

Project Description. Enter a brief project summary.

Project Flag

Project Flag. Select a color for the project flag from the drop-down list. The system's default color selections are: RED, YELLOW, and GREEN. This lets you visually organize your projects (e.g., you might want to flag internal projects as RED and commercial projects as GREEN). 

Project Name

Project Name. Enter the project name. This is the street address or construction project name. It displays in a variety of places in the Procore web application, including the Select a Project menu, CSV and PDF exports, and custom reports.

Projects (View)

Projects. Lists all the projects to which you have been granted access permission. When 'Projects' is the active tab, you can also switch between views. See Switch Between Views in the Project List.

Project Stage

Project Stage. Select a project stage from the list. Depending on your selection, additional Procore features may be enabled (e.g., if you select the Bidding stage, the project's Bidding tool will be enabled in Procore). These selections are created with the company's Admin tool. See Add Custom Project Stages to Your Company.

Project Type

Project Type. Select a project type from the drop-down list. These selections are created with the company's Admin tool. See Add a Custom Project Type.

Q

R

Region

Region. Select the region into which you want to classify your project. You can view projects by program with the Portfolio tool. These selections are created with the company's Admin tool. See Add Project Regions.

S

Stage (Custom Report)

Stage. Filter the custom report data by stage, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Project Stage.

Status (Custom Report)

Status. Filter the custom report data by status by selecting Active, Inactive, or All from this list. 

Square Feet

Square Feet. Enter the project's square footage.

T

Timezone

Timezone. Choose the correct time zone for the project. This time zone will determine time stamps on items in the project.

Type (Custom Report)

Type. Filter the custom report data by project type, select one or more from the list. These selections are created in the Company level Admin tool. See Add a Custom Project Type.

U

V

W

Warranty End Date

Warranty End Date. Select the end date for the construction contract warranty.

Warranty Start Date

Warranty Start Date. Select the start date for the construction contract warranty.

X

Y

Z

ZIP

ZIP. Enter the ZIP/postal code.

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