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Portfolio Financials and Capital Planning
Portfolio Financials - User Guide
Dashboard (Portfolio Financials)
Dashboard - Videos (Portfolio Financials)

Dashboard - Videos (Portfolio Financials)

Last updated

Mar 14, 2025
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Tip
Dashboard Overview

Tip

To browse and search all Procore training videos, visit our video library.

Dashboard Overview

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- View Projects on the Dashboard in Portfolio Financials
- Documents (Portfolio Financials)

Recommended articles

Dashboard - FAQ (Portfolio Financials)This page includes links to frequently asked questions about the Dashboard in Portfolio Financials.
Dashboard - User Permissions (Portfolio Financials)This page lists the user permissions that are required to perform actions in or related to the Dashboard in Portfolio Financials.
Dashboard - Tutorials (Portfolio Financials)This page includes a list of tutorials for various tasks that can be performed in the Dashboard in Portfolio Financials.
Add or Manage Project Types in Portfolio FinancialsHow to add or manage project types in Portfolio Financials.
Add a New Project in Portfolio FinancialsHow to add a new Portfolio Financials project in Procore.

Article type

Videos

Language

English-US

Stage

Published
Tags
1. portfolio-financials

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