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Procore (en-CA)

How do approval workflows get set up 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

If you have Company Admin permissions in Portfolio Financials, you can create and manage approval workflows from the Company Settings page. See Create an Approval Workflow Template. If you do not have the required permissions, please reach out to a Company Admin at your organization regarding approval workflows.