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What are Approvals in Portfolio Financials?

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


Portfolio Financials supports robust approval workflows for Contracts, Tenders, Change Orders, Invoices and Budgets. These approval workflows are customizable and can be created based on various different criteria and dollar thresholds. See the Approval Workflows landing page for more details. 

After all approvers have approved an item, the original sender will be notified to finalize the approval package. To create or modify an approval workflow, see Create an Approval Workflow Template and Edit an Approval Workflow Template.

If your account does not have the self-serve Approvals feature enabled, you will need reach out to your Procore point of contact for any changes to approval workflows.