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Change Columns on the Cost Tracker in Portfolio Financials

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


To change columns on a project's Cost Tracker in Portfolio Financials.


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


  1. Navigate to the Cost Tracker section of the Project Page
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon and select Change Columns.
  3. In the 'Change Columns' window, any configurations that have been created are shown as options to select.
  4. Select the column configuration you want to use for the project.
  5. Click Save