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Switch Between the Portfolio Views

Objective

To switch between general views using the company's Portfolio tool. 

Things to Consider

  • Required User Permission:
    • To access the following information, 'Read Only' level permission or higher the company's Portfolio tool:
      • Projects
      • My Open Items
    • To access the following information, 'Admin' level permission or higher on the company's Portfolio tool:
      • Executive Dashboard
      • Financial Views
  • Additional Information:

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page. 
  2. Across the top of the page, users with the appropriate permissions can click these links to switch between views (Note: An asterisk (*) indicates that you must have 'Admin' level permission to view the link):


     
    • 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.
    • *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
    • 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. 
    • *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.
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Last modified
12:06, 4 Aug 2017

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