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Portfolio Financials: Request Services from Custom Solutions

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 Important
The information on this page is specific to accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information. 

Objective

To request services from the Custom Solutions Team at Procore if you are a Company Admin using Portfolio Financials.

Background

Procore's Custom Solutions team specializes in building customized PDFs as an add-on service for Portfolio Financials in the Procore web application.

Things to Consider

  • Required User Permissions:
    • To request services from the Custom Solutions Team, you must have Company Admin permissions in Portfolio Financials.
  • Additional Information:
    • To provide your company with customization services, you must have Add-On Service hours available. 

Steps

To minimize the number of revisions and the number Add-On Service hours used, be sure to review these instructions in detail. It is also important to clearly communicate the intended purpose and desired behaviour of your custom solutions in your request. 

Step 1: Create Your Markup

  1. Download the instruction template:
    • Custom Forms Markup Instructions.pdf
      Download this form to request a custom form. If you want your custom form to include a custom field, include that information in your request. 
  2. Review the instructions in the template file. 

Step 2: Send Your Markup to Procore​​​​​​

  1. Create a new email message with the Procore tool name and request type in the subject line. 
    Example Subject Line:

    Contract Custom PDF Form Request

  2. Send the email to the following address: customforms@procore.com

Step 3: Completion of Development

While all projects have unique timelines, you may use these time estimates as general guidelines:

  • Small changes to existing solutions (e.g., modifying static text, removing information) typically have a turnaround time of two (2) to three (3) business days. 
  • Larger service requests typically require ten (10) to fifteen (15) business days of development time. However, specific timelines for all requests will vary.