To edit information for an existing Portfolio Financials project in Procore.
While most project information will be entered when creating a project in Portfolio Financials, you might need to edit one or more fields later.
Things to Consider
- Required User Permissions:
- 'Full Access' to the project or higher.
- From the Project Page, click the vertical ellipsis icon next to the project's name.
- Click Edit Project.
- Update the project's information as necessary. See Add a New Project in Portfolio Financials for field descriptions.
- Click Save Changes.