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About 43 results
  • Add Vendor Team Contacts to the Contract Room in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/add-vendor-team-contacts-to-the-contract-room-in-portfolio-financials
    How to add contacts to the Vendor Team for a Contract Room in Portfolio Financials
  • Unshare a Contract in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/unshare-a-contract-in-portfolio-financials
    How to unshare a contract in Portfolio Financials that was previously shared with a vendor.
  • Add Non-Contract Invoices in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/add-non-contract-invoices-in-portfolio-financials
    How to create an Invoice Room in Portfolio Financials and add non-contract invoices for the project.
  • Delete an Invoice in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/delete-an-invoice-in-portfolio-financials
    How to delete an invoice that exists in the Contract Room in Portfolio Financials.
  • How will I know when my invoice or change order is approved or rejected in Portfolio Financials?
    https://en-ca.support.procore.com/faq/how-will-i-know-when-my-invoice-or-change-order-is-approved-or-rejected-in-portfolio-financials
    A brief overview of how to check the status of a change order in Portfolio Financials.
  • How can I share access to a Contract Room in Portfolio Financials?
    https://en-ca.support.procore.com/faq/how-can-i-share-access-to-a-contract-room-in-portfolio-financials
    How to share access to a Contract Room in Portfolio Financials.
  • Contract Room (Portfolio Financials)
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room
    This is the landing page for support articles about the Contract Room in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to the Contract Room.
  • Send Messages from the Contract Room in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/send-messages-from-the-contract-room-in-portfolio-financials
    How to send messages from the Contract Room in Portfolio Financials.
  • Edit a Change Order in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/edit-a-change-order-in-portfolio-financials
    How to edit a change order that was added to the Contract Room in Portfolio Financials.
  • View the Contract Room in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/view-the-contract-room-in-portfolio-financials
    How to access and view the Contract Room in Portfolio Financials.
  • Undo the Rejection of an Invoice in Portfolio Financials
    https://en-ca.support.procore.com/products/portfolio-financials/user-guide/contract-room/tutorials/undo-the-rejection-of-an-invoice-in-portfolio-financials
    How to undo the rejection of an invoice in the Contract Room of a Portfolio Financials project.