Tutorials
- Add Favourites to the Company Tools Menu
- Add Filters to the Portfolio Views
- Apply a Project Template to a New Project
- Change Your Login ID Email Address for Your Procore User Account
- Change Your Password
- Configure a Project Template
- Configure Advanced Settings: Portfolio
- Configure the Add Filter Options for the Portfolio Tool
- Create a New Project
- Create Custom Portfolio Reports
- Edit a Project Template
- Export a List of Projects from the Company Portfolio
- Export Your 'My Open Items' List for a Company Account
- Navigate to a Favourite Tool
- Revoke Access for My Connected Apps
- Search the Company Portfolio for Projects
- Set and Apply Favourites for the Project Tools Menu
- Set the Dashboard View Permissions
- Set User Permissions for the Portfolio Tool
- Set Up and Manage Your Favourites
- Show Portfolio Projects in Map View
- Switch Between Financial Views
- Switch Between the Portfolio Views
- Switch Between Views in the Projects List
- Track Important Project Dates
- Upload Your Avatar or Profile Photo to Procore
- View Inactive Projects in the Company Portfolio
- View My Open Items in the Portfolio Tool
- View the Executive Dashboard in the Portfolio Tool
- View the Health Dashboard in the Portfolio Tool