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Apply a Template 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 apply a template for 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. If your organization has had custom templates added to your account by Procore, you can apply a template to a project's Cost Tracker. See How can I add custom Cost Tracker templates in Portfolio Financials?

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 
  • Additional Information:
    • You cannot apply another cost tracker template if a cost item has already been bid out, or has been directly contracted.

Prerequisites

  • One or more Cost Tracker templates must exist for the account. To have a template added, please reach out to your Customer Success Manager or Procore Support. 

Steps

To apply a Cost Tracker template:
  1. Navigate to the Cost Tracker section of the Project Page. 
  2. Click Set Up Cost Tracker Now.
  3. Click the drop-down menu and select a template from the list.
  4. Click Apply.
  5. Optional: If you want to change the Cost Tracker template, click Change Cost Tracker Template.
    Note: You cannot apply a different template if a cost item has already been bid out or directly contracted.
Optional: To set up a Cost Tracker manually:

If you have Cost Tracker templates, but want to set up a project's Cost Tracker manually, follow the steps below:

  1. Navigate to the Cost Tracker section of the Project Page. 
  2. Click Set Up Cost Tracker Now.
  3. Click the drop-down menu and select Set Up Manually from the list.
  4. Add cost items and sections as needed. See Add a Section to the Cost Tracker and Add a Cost Item to the Cost Tracker.