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Procore

Change Columns on the Cost Tracker in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

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

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

Steps

  1. Navigate to the Cost Tracker section of the Project Page
  2. Click the vertical ellipsis  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