Portfolio - Tutorials Last updated Save as PDF Popular Tutorials Configure a Project TemplateCreate a New ProjectConfigure Advanced Settings: PortfolioView Inactive Projects in the Company PortfolioView the Health Dashboard in the Portfolio Tool Tutorials Search Tutorial Titles There are no items that match your search query. Add Favourites to the Company Tools MenuAdd Filters to the Portfolio ViewsAdd Project NotesApply a Project Template to a New ProjectChange Your Login ID Email Address for Your Procore User AccountChange Your PasswordConfigure Advanced Settings: PortfolioConfigure a Project TemplateConfigure the Add Filter Options for the Portfolio ToolCreate Custom Portfolio ReportsCreate a New ProjectEdit a Project TemplateExport Your 'My Open Items' List for a Company AccountExport a List of Projects from the Company PortfolioNavigate to a Favourite ToolRevoke Access for My Connected AppsSearch the Company Portfolio for ProjectsSet Up and Manage Your FavouritesSet User Permissions for the Portfolio ToolSet and Apply Favourites for the Project Tools MenuSet the Dashboard View PermissionsShow Portfolio Projects in Map ViewSwitch Between Financial ViewsSwitch Between Views in the Projects ListSwitch Between the Portfolio ViewsTrack Important Project DatesUpload Your Avatar or Profile Photo to ProcoreView Inactive Projects in the Company PortfolioView My Open Items in the Portfolio ToolView the Executive Dashboard in the Portfolio ToolView the Health Dashboard in the Portfolio Tool
