Portfolio Financials - FAQ

Below is an alphabetical list of FAQs related to Portfolio Financials and Capital Planning in Procore.

Are granular permissions available in Portfolio Financials and Capital Planning?
Can I customize the project type options in Portfolio Financials and Capital Planning?
Can I edit my change order or invoice in Portfolio Financials?
Can I include deducts in my bid submission in the Bid Room?
Can I print or export a copy of my bid in the Bid Room?
Can I receive a daily activity summary for Portfolio Financials and Capital Planning?
Do milestones in Portfolio Financials sync with my external project schedule?
How are templates created in Portfolio Financials?
How can I add custom Cost Tracker templates in Portfolio Financials?
How can I add custom bid form templates for the Bid Room in Portfolio Financials?
How can I budget individual values within a cost item in Portfolio Financials?
How can I grant a 'Limited' user access to a specific Bid Room in Portfolio Financials?
How can I handle CM fees in Portfolio Financials?
How can I manually add a bid in Portfolio Financials?
How can I monitor activity across all of my buildings in Portfolio Financials and Capital Planning?
How can I request a folder template for Documents in my Portfolio Financials projects?
How can I run a best and final round of bidding in Portfolio Financials?
How can I set up a tenant construction chargeback in the Cost Tracker?
How can I share access to a Bid Room in Portfolio Financials?
How can I share access to a Contract Room in Portfolio Financials?
How can I unaward a bid or contract in Portfolio Financials?
How can bidders get locked out of a sealed Bid Room in Portfolio Financials?
How do Cash Flow Forecasts and Capital Plans interact in Portfolio Financials and Capital Planning?
How do I add a building to my account in Portfolio Financials?
How do I add additional contacts to a vendor profile in Portfolio Financials?
How do I backfill an invoice from Yardi to Portfolio Financials?
How do I edit an initial award amount for a contract in Portfolio Financials?
How do I enable Cost Allocations and Components for a Portfolio Financials project?
How do I enable retainage for a contract in Portfolio Financials?
How do I enter a credit invoice in Portfolio Financials?
How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?
How do I know if an RFI that I posted in the Bid Room has been answered?
How do I locate an archived project in Portfolio Financials and Capital Planning?
How do I log in to Portfolio Financials and Capital Planning?
How do I navigate to a Bid Room in Portfolio Financials?
How do I run a sealed bid process in Portfolio Financials?
How do I submit change orders and invoices in Portfolio Financials?
How do I switch between Portfolio Financials and Project Management toolkits in Procore?
How do approval workflows get set up in Portfolio Financials?
How do bid approvals work in Portfolio Financials?
How do budget approvals work in Portfolio Financials?
How do change order approvals work in Portfolio Financials?
How do contract approvals work in Portfolio Financials?
How do invoice approvals work in Portfolio Financials?
What are Approvals in Portfolio Financials?
What are Cost Allocations and Components in Portfolio Financials?
What are Milestone Dependencies in Portfolio Financials and how do I set them?
What are Uncategorized Invoices in Portfolio Financials?
What are some best practices for Reporting in Portfolio Financials and Capital Planning?
What are some examples of reports I can generate in Portfolio Financials and Capital Planning?
What are the data points available for custom reports in Portfolio Financials and Capital Planning?
What are the data points for Capital Plans in Portfolio Financials and Capital Planning?
What are the different permission levels for team members in Portfolio Financials?
What do bidders see when they are in the Bid Room?
What do the arrows mean on the Project Comparison tab of Portfolio Financials and Capital Planning?
What does 'Hide Bidding Info' mean for someone on the Bid Room Team?
What email notifications are sent for Approval Workflows in Portfolio Financials?
What emails are sent during the bidding process in Portfolio Financials?
What is Portfolio Financials?
What is Procore Community?
What is Project Cost Reporting in Portfolio Financials?
What is an example use case for Project Comparison in Portfolio Financials and Capital Planning?
What is the 'Adjustments' section on a bid form in the Bid Room?
What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
What is the 'Send to Accounts Payable' feature in Portfolio Financials?
What is the Bid Room in Portfolio Financials?
What is the Contract Room in Portfolio Financials?
What is the Project Page in Portfolio Financials and Capital Planning?
What is the Project Team in Portfolio Financials and what are the varying permission levels?
What is the difference between 'Baseline' and 'Forecast or Actual' dates for milestones in Portfolio Financials?
What should I do if I forgot my password for Portfolio Financials?
What should I know about Approval Workflows in Portfolio Financials?
What should I know about bidding in Portfolio Financials?
What should I know about change orders in Portfolio Financials?
What should I know about invoicing in Portfolio Financials?
What should I know about the Contract Room in Portfolio Financials?
When will I receive emails about the project I'm bidding on in Portfolio Financials?
Why am I not receiving emails from Portfolio Financials and Capital Planning?
Why can't I expand the 'Awarded Value' row in Portfolio Financials and Capital Planning?
Why can't I export an item from Portfolio Financials and Capital Planning?
Why can't I log in to Portfolio Financials and Capital Planning?
Why can't I see the Bid Room in Portfolio Financials?
Why can't I see the Contract Room in Portfolio Financials?
Why can't my team member see a project in Portfolio Financials and Capital Planning?
Why can't my vendor access the Bid Room in Portfolio Financials?
Will dates from a Bid Room be added to the project's milestones in Portfolio Financials?