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Procore (en-CA)

How can I add custom Cost Tracker templates in Portfolio Financials?

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


Custom Cost Tracker templates can only be added to your organization's account by Procore. If you would like custom templates added for your projects, please reach out to your Customer Success Manager, or contact Customer Support at

Tip! If you only need to configure which columns appear on the Cost Tracker, see Create a Cost Tracker Column Configuration in Portfolio Financials.

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