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Edit a Component for a Project in Portfolio Financials

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 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 component that was added for a project in Portfolio Financials.

Background

Cost Allocations allow you to allocate budgets, holds, contracts, schedule items and change orders to sub-projects called components using percentage-based allocation rules. Each component acts as a sub-project to which you can allocate and track costs. Budgets, holds, contracts, schedule items and change orders can all be assigned to components based on the percentage-based logic of the allocation rules assigned to them.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 
  • Additional Information:
    • Important!  After a component is added, the Allocations feature cannot be disabled for the project, and the component cannot be deleted.

Steps

  1. Navigate to the Components section of the Project Page.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the component you want to edit.
  3. Click Edit Component.
  4. Update the name and size of the component as necessary.
  5. Click Save.