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Procore (en-CA)

Rename a Cost Item on 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 rename a cost item on the Cost Tracker for 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:
    • 'Limited' access to the project or higher. 
      Note: Users with 'Limited' access can only rename cost items they have access to. 

Steps

  1. Navigate to the Cost Tracker section of the Project Page. 
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the cost item and click Rename. 
  3. Enter the revised name for the cost item.
  4. Press ENTER or RETURN on your keyboard to save the changes.