Dashboard - FAQ (Portfolio Financials) Last updated Save as PDF Can I customize the project type options in Portfolio Financials and Capital Planning?How do I enter budgeted projects for the year in Portfolio Financials and Capital Planning?How do I locate an archived project in Portfolio Financials and Capital Planning?How do I switch between Portfolio Financials and Project Management toolkits in Procore?Why can't my team member see a project in Portfolio Financials and Capital Planning?
