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Procore (en-CA)

Switch Between the Portfolio Views

Objective

To switch between general views using the company's Portfolio tool. 

Things to Consider

  • Required User Permission:
    • To access the following information, 'Read Only' level permission or higher the company's Portfolio tool
      • Projects. For a project to appear in this list, you must have 'Read-Only' access or higher to at least one (1) project in at least one (1) Procore company account. 
      • My Open Items. For an item to appear in this list, at least one (1) item from a supported tool on a project (e.g., RFIs, Submittals and so on) must be assigned to you. See Why is the 'My Open Items' list not showing tasks that have been assigned to me?
    • To access the following information, 'Admin' level permission on the company's Portfolio tool:
      • Executive Dashboard
      • Financial Views
  • Additional Information:

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page. Across the top of the page, users with the appropriate permissions can click these links to switch between views.
    Notes:
    • An asterisk (*) indicates that the default dashboard permission settings for this link is 'Admin' level permission.
    • Your company can configure the dashboard permission settings to suit their preferences for your environment. See Set the Dashboard View Permissions.


       
  2. Click one of these links: