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Procore (en-CA)

Can I edit my change order or invoice in Portfolio Financials?

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 

Answer

Yes. As long as a change order or invoice is in a Pending status, you can still make changes. 

 Important
A change order or invoice cannot be edited if it is in an Approved or Rejected status.

To edit a change order or invoice, click the vertical ellipsis icon-ellipsis-vertical.png icon for the item and select Edit. 

edit-change-order.png