Portfolio

Procore's Company level Portfolio tool is designed to give you a high-level overview of your company's projects.

Gain access to all of your company projects.
View general project information as a Portfolio List, Thumbnail or on a Map.
Click to open a more detailed Project Home page.

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Manage Project Templates

Web

Navigating Procore - Legacy

Navigating Procore

Mobile

Navigating Procore (Mobile)

OUTDATED VIDEOS - Removed from Support Site and Certifications

Navigate Procore Tools

Navigating Procore (Mobile) - Legacy

Owner - Navigating Procore

Web

Navigating Procore - Legacy

Navigating Procore

Mobile

Navigating Procore (Mobile)

OUTDATED VIDEOS - Removed from Support Site and Certifications

Navigate Procore Tools

Navigating Procore (Mobile) - Legacy

Owner - Navigating Procore

Learn which user permissions are required to take the described actions in this tool.

Important

Some actions that impact this tool are done in other Procore tools.

 |  | 

The action is available on Procore's Web, iOS, and/or Android application.

Users can take the action with this permission level.

Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Portfolio Tutorials Action	None	Read Only	Standard	Admin	Notes
Add Project Notes Web
Change Your Account Language Web
Change Your Login ID Email Address Web
Change Your Password Web
Configure a Project Template Web
Configure Company Home Web					You must have 'Admin' level permissions to the Company Directory.
Configure the Add Filter Options for the Portfolio Tool Web
Configure the Financial Health Section for the Health Dashboard Web
Create a New Project Web					Users must also have the setting marked to allow them to create projects. 'Admin' level users of the company's Directory tool can also take this action with no additional permissions.
Export a List of Projects from the Company Portfolio (All) Web
Export a List of Projects from the Company Portfolio (You Belong To) Web					You must be added to the project.
Export 'My Open Items' List for a Company Account Web
Filter Portfolio Views Web
Manage Favorite Insights Web					You must have permission to view the Insight.
Manage 'My Profile Settings' Web
Revoke Access for Connected Apps Web
Search the Company Portfolio for Projects Web
Set the Dashboard View Permissions Web
Show Projects on in Map View from the Portfolio Tool Web
Switch Between Financial Project Views Web
Switch Between Views in the Projects List Web
View Active Projects Web					Users with 'Standard' or 'Read Only' permissions can only see projects they belong to.
View Inactive Projects Web					Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.
View My Open Items in the Portfolio Tool Web
View the Executive Dashboard in the Portfolio Tool (Option 1) Web					Permissions are based on the Portfolio tool's permissions configurations for the Executive Dashboard.
View the Executive Dashboard in the Portfolio Tool (Option 2) Web					Users must also have 'Read Only' level permissions or higher to the Company 360 Reporting tool.
View the Executive Dashboard in the Portfolio Tool (Option 3) Web					Users must also have 'Admin' level permissions to the project's Admin tool to view the Executive Dashboard for those projects.
View the Financial Views in the Portfolio Tool Web					Users also need 'Admin' level permissions to the project's Budget, Prime Contracts, and Commitments tools.
View the Health Dashboard in the Portfolio Tool Web					Users must also have 'Standard' or 'Admin' level permissions or higher to the Company 360 Reporting tool. 'Admin' level users can view all projects. 'Standard' level users can view projects you have been added to, as long as you are marked as an employee of the company.
View the Health Dashboard in the Portfolio Tool (Financial Health Section) Web					Users must also have the following permissions: 'Admin' level permissions or higher to the Company Admin tool. 'Standard' level permissions or higher on the project's Budget tool.

Below are the notable changes to the company's Portfolio tool.

Recent Changes

project templates copy project roles (16/06/2026)

A user’s project role now carries over when you create a project from a template. See What gets copied over to a new project from a project template?

Enhanced Platform to Improve the Legacy Experience of Portfolio (19/08/2025)

Procore has successfully integrated a new engagement platform to power the legacy experience of the Portfolio tool. This update includes a data integration for the 'My Open Items' lists on the Portfolio tool home page, ensuring consistency across the Procore product. The 'My Open Items' feature also ensures accurate and performant data, including project-level and company-wide items and new support for Budget Changes and Document Management.

Project Template Enhancements for Documents Tool (17/06/2025)

Project templates now carry over files in the Documents tool to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, save time by not having to re-upload files that each project reuses. See What gets copied over to a new project from a project template? for details.

Project Template Enhancements for Financial Tools (12/05/2025)

Beginning today and extending gradually to all companies over the coming week, users can benefit from project templates carrying over more settings and data from financial tools to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, additional fields in the template's Commitments and Prime Contracts tools, including financial markup configurations for Prime Contracts, now carry over. See What gets copied over to a new project from a project template? for details.

Project Template Improvements for RFI and Admin Tools (21/01/2025)

Project templates now carry over more settings and data from the Admin tool to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, additional fields in the project Admin tool, such as language selection and location fields, now carry over. See What gets copied over to a new project from a project template? for details.

Project Template Improvements for Drawings, Photos, and Specifications Tools (13/01/2025)

Project templates now carry over more settings and data from Drawings, Photos, and Specifications to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, all settings for Drawings carry over, but individual drawings do not. All settings for Specifications carry over, but individual specifications do not. All settings for Photos now carry over, as well as albums and album order, but individual photos do not. See What gets copied over to a new project from a project template? for details.