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Procore (en-CA)

Add a Cost Item to the Cost Tracker in Portfolio Financials

This information is intended for accounts with Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information. 


To add a cost item to the Cost Tracker in a Portfolio Financials project. 


The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher. 


  1. Navigate to the Cost Tracker section of the Project Page
  2. Click Add Cost Item.

  3. Enter the name of the cost item.
    Select a cost item name from the default list of suggestions.

    Note: Relevant results are shown as you type.

  4. Click Add Cost.