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Support Home > Products > Procore > Procore User Guide > Company Level > Portfolio > Tutorials > Configure Advanced Settings: Portfolio

Configure Advanced Settings: Portfolio

Objective

To configure advanced settings for the company's Portfolio tool.

Background

Users with 'Admin' level permission can configure a variety of advanced settings for the company's Portfolio tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the company's Portfolio tool.

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page. 
  2. Click the Configure Settings  icon.
    This reveals the Configure Settings page. 
  3. Click one of these links in the sidebar:
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Last modified
12:12, 26 May 2017

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