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Procore (en-CA)

Add a Section to the Cost Tracker 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 add a section 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 Section.

    add-section-to-cost-tracker.png
     
  3. Enter a name for the section.
  4. Optional: After multiple sections have been added to the Cost Tracker, you can rearrange the order by dragging a section to a new location.