Tutorials
- Add a Change Order in Portfolio Financials
- Add an Invoice in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add Owner Team Contacts to the Contract Room in Portfolio Financials
- Add Vendor Team Contacts to the Contract Room in Portfolio Financials
- Adjust Retainage by Line Item in Portfolio Financials
- Approve or Reject a Change Order in Portfolio Financials
- Approve or Reject an Invoice in Portfolio Financials
- Create a Contract Room in Portfolio Financials
- Delete an Invoice in Portfolio Financials
- Download a Schedule of Values PDF for a Contract in Portfolio Financials
- Download Contract Documents in Portfolio Financials
- Edit a Change Order in Portfolio Financials
- Edit a Contract in Portfolio Financials
- Edit an Invoice in Portfolio Financials
- Enable Cost Breakdown for a Contract in Portfolio Financials
- Export a Contract in Portfolio Financials
- Remove a Team Contact from the Contract Room in Portfolio Financials
- Send an Invoice to Accounts Payable in Portfolio Financials
- Send Messages from the Contract Room in Portfolio Financials
- Set Retainage for a Contract in Portfolio Financials
- Share a Contract in Portfolio Financials
- Undo the Rejection of an Invoice in Portfolio Financials
- Unshare a Contract in Portfolio Financials
- View the Contract Room in Portfolio Financials