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Procore (en-CA)

Can I customize the project type options in Portfolio Financials and Capital Planning?

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

Answer

Yes. Users with 'Company Admin' permissions in Portfolio Financials have the ability to manage the project types and subtypes that members of the team are able to select from.

Steps

  1. Click Add New Project.
  2. Next to 'Project Type', click Manage.
    manage-project-types.png
  3. Click Add New Type. 
  4. Enter your custom project type.
    Optional: Click Subtype to enter a subtype for the new project type.
  5. Click Add.
  6. When you are done adding project types, click Done.