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Add a Cost Item to the Cost Tracker 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 add a cost item to the Cost Tracker in a Portfolio Financials project. 

Background

The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher. 

Steps

  1. Navigate to the Cost Tracker section of the Project Page. 
  2. Click Add Cost Item.

    add-cost-item.png
     
  3. Enter the name of the cost item.
    OR
    Select a cost item name from the default list of suggestions.

    Note: Relevant results are shown as you type.

    suggestions-list.png
     
  4. Click Add Cost.