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Release Notes

Below are the notable changes to the Company level Portfolio tool. 

Recent Changes

Changed Name Of 'Financial Views' Drop-Down In Portfolio Tool (6/28/2017)

Updated the Portfolio tool to change the name of the drop-down menu from 'Financial Project Views' to 'Financial Views'. Also, updated the styles so that the menu label is in bold when it's the active selection.

Added List Summary To Portfolio Page (6/15/2017)

Added a List summary to the Portfolio page.

Added an Owner Type Filter to the Portfolio Tool (5/26/2017)

Users can now filter projects in the Company Portfolio tool by 'Owner Type'. See Filter the Projects List in the Portfolio Tool.

New 'Warranty Start Date' and 'Warranty End Date' in Create New Project Page (5/9/2017)

Added 'Warranty Start Date' and 'Warranty End Date' to the Create New Project page in the Portfolio tool. This lets you specify the contract warranty period for a construction project. See Add a New Project.

Added Fields To Project Creation Page In The Portfolio Tool (5/8/2017)

Updated the Portfolio tool to add a 'Warranty Period Start Date' and a 'Warranty Period End Date' field on the Create New Project page. Also provided users with the ability to access the data through 3rd party integration (APIs) and Portfolio reporting.

Added Requisitions To My Open Items On Company Portfolio & Project Home (4/12/2017)

Now, requisitions created in the Commitments tool (see Create a Requisition) appear in the 'My Open Items' table on the company's Portfolio tool and the project's Home page. See Is there a way to see all the open items assigned to me?

Show 'Schedule Percent Complete' In Contact Summary When Schedule Tool Enabled (3/22/2017)

When the Company level Schedule tool is enabled in Procore, the system now shows the 'Schedule Percent Complete' column in the Portfolio tool's 'Contact Summary' under Financial Project Views. 

Hide 'Schedule Updated' Value When Schedule Tool Is Disabled (3/20/2017)

Updated the Portfolio Overview to hide the "Schedule Updated" value if the Schedules tool is disabled.

New Header for Company Level Portfolio Tool (3/14/2017)

Updated the view and configuration settings in the Portfolio tool. Configuration Settings now display as an ORANGE cog icon to the left of the 'Portfolio' page title. Different 'Views' now appear across the top of the page. A new 'Financial Project Views' drop-down menu has an ORANGE line that indicates the user's location. Users can return to the Projects (e.g., list of thumbnails, etc.) by clicking on 'Projects' or another view icon. 

Updated Card Shadow And Size In Portfolio Tool (3/7/2017)

Updated card shadow and size in Portfolio tool for better visibility.

Updated Layout in Portfolio Page (2/23/2017)

Updated the Portfolio tool to make changes to the Portfolio page layout (i.e., new icons for List, Thumbnails, Overview, and Map in the top right corner). Also updated the Cards styles to correspond to each view.

Updated Wording On Buttons (2/8/2017)

Updated the Portfolio tool to change the wording on the buttons during the Project Creation process in order to make it more clear when the system is creating the project. This will help to prevent users from accidentally clicking the button more than once, which resulted in the system creating multiple projects when the user only intend to create one (1) project.

All Changes

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Last modified
09:04, 29 Jun 2017

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