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Procore (en-CA)

Edit a Contract in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To edit a contract in the Contract Room of Portfolio Financials.

Background

After a contract has been created in Portfolio Financials, you can make changes to the contract details and Schedule of Values and also upload or manage documents if needed. 

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher.

Steps

  1. Navigate to the Project Page for the contract you want to share.
  2. In the Cost Tracker section, click the name of the relevant cost item to go to the Contract Room.
    Note: Cost items that currently have a Contract Room associated with them are marked with a ribbon  icon.
  3. The Contract Room automatically opens to the Contract tab.
  4. Click the vertical ellipsis  icon and select Edit
  5. Update the contract details or line items as necessary. You can also add and manage documents in the Contract Documents section.
  6. When you are finished editing the contract, click Save

Demo

edit-contract.gif