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Procore

Project Page (Portfolio Financials)

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 Note

This feature is available for accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

If you are looking for resources related to the Home tool in a Procore project, see Home.

The Project Page in Portfolio Financials and Capital Planning serves as a dashboard for keeping track of all project information in one place, and provides insight into where a given project stands from a cost and schedule perspective.
Note: See Milestones, Cost Tracker, Documents, and Project Team for resources specific to the sections of the Project Page. For adding and managing projects, see Dashboard.

HIGHLIGHTS Show/Hide  
  • Access features such as the Project Cost Report, Milestones, Cost Tracker, Documents, and Team.
  • Edit a project's information or stage.
  • View the Comments and Activity Feed.