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Procore (en-CA)

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

Background

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:
    • 'Full Access' to the project or higher. 

Steps

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

    add-cost-item.png
     
  3. Enter the name of the cost item.
    OR
    Select a cost item name from the default list of suggestions.
    Note: Relevant results are shown as you type.
    suggestions-list.png
     
  4. Click Add Cost.