Portfolio - Tutorials
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Add Favorites to the Company Tools Menu
Add Filters to the Portfolio Views
Add Project Notes
Apply a Project Template to a New Project
Change Your Login ID Email Address for Your Procore User Account
Change Your Password
Configure Advanced Settings: Portfolio
Configure a Project Template
Configure the Add Filter Options for the Portfolio Tool
Create a New Project
Edit a Project Template
Export Your 'My Open Items' List for a Company Account
Export a List of Projects from the Company Portfolio
Navigate to a Favorite Tool
Revoke Access for My Connected Apps
Search the Company Portfolio for Projects
Set Up and Manage Your Favorites
Set User Permissions for the Portfolio Tool
Set and Apply Favorites for the Project Tools Menu
Set the Dashboard View Permissions
Show Portfolio Projects in Map View
Switch Between Financial Views
Switch Between Views in the Projects List
Switch Between the Portfolio Views
Upload Your Avatar or Profile Photo to Procore
View Inactive Projects in the Company Portfolio
View My Open Items in the Portfolio Tool
View the Executive Dashboard in the Portfolio Tool
View the Health Dashboard in the Portfolio Tool