Approval Workflows
Note
This feature is available for Portfolio Financials accounts in Procore with Approvals enabled. Reach out to your Procore point of contact for more information.
The Self-Serve Approval Workflows feature in Portfolio Financials allows Company Admins to create custom approval workflows for reviewing or approving items. These workflows can be simple or complex and can be used for items in Portfolio Financials such as tender, contracts, budgets, change orders and invoices.
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