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Create a Cost Tracker Column Configuration in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To create a Cost Tracker column configuration in Portfolio Financials.

Background

Company Admins can create custom column configurations that can then be selected for the Cost Tracker in a project. With configurable columns for the Cost Tracker, you can have flexibility in how you can track costs when viewing a project.

Things to Consider

  • Required User Permissions:
    • 'Company Admin' in Portfolio Financials. 

Steps

  1. Click the more menu (≡) icon in Portfolio Financials.
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  2. Click Company Settings.
  3. Click Cost Tracker & Cost Reporting Templates.
  4. Next to 'Cost Tracker Columns', click Create Configuration. 

    create-column-configuration.png
     
  5. Enter a name for the column configuration in the 'Configuration Name' field.
  6. Mark the checkboxes next to the columns you want to include.
  7. Click Create. 
  8. Optional: Click the vertical ellipsis icon-ellipsis-vertical.png icon to access the following options:
    • Click Edit to make changes to the configuration.
    • Click Delete to permanently remove the configuration.
    • Click Make Default to make this view the default configuration for projects.