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Edit a Contract in Portfolio Financials

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 Note
This information is intended for accounts with Portfolio Financials product in Procore. Please 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:
    • 'Limited' access to the project or higher.
      Note: Users with 'Limited' permissions must have access to the contract.

Steps

  1. Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker. 
    Note: Cost items with a Contract Room are marked with a ribbon icon-ribbon-pfcp.png icon.
  2. The Contract Room automatically opens to the Contract tab.
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon and select Edit. 
  4. Update the contract details or line items as necessary. You can also add and manage documents in the Contract Documents section.
  5. When you are finished editing the contract, click Save. 

Demo

edit-contract.gif