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Procore (en-CA)

Add a New Project 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 new Portfolio Financials project in Procore.

Background

Portfolio Financials projects are created from the Dashboard tool. After a new project is added, you will be taken to the Project Page, where you can add items such as milestones, costs, documents and team information. 

Things to Consider

  • Required User Permissions:
    • 'Building Admin' or higher. 

Steps

  1. From the Dashboard in Portfolio Financials, click Add New Project.
  2. Fill out the following fields as necessary:
    Note: An asterisk (*) indicates a field is required.
    • Building*: Select the building that the project is assocated with .
    • Project Name*: Enter the name of the project.
      Tip! You can add additional information to the project name, such as job codes, to make the project easier to locate in Procore.
    • Project Type*: Select the type of project from the drop-down menu. 
      Note: If you have 'Company Admin' permissions for Portfolio Financials and want to add a custom project type, click Manage. See Can I customize the project type options in Portfolio Financials and Capital Planning?
    • Fiscal Year: Select the fiscal year from the drop-down menu.
    • Stage*: Select the stage of the project from the drop-down menu.
    • Description: Enter a description for the project.
      Tip! The description can be searched from the Dashboard search bar.
    • Project Size (square feet): Enter the size of the project in square feet.
    • Units: Enter the units of the project.
    • Project will be broken down into components: Click the toggle to the ON position if you want to break down the project into components. See What are Cost Allocations and Components in Portfolio Financials?
    • Start Date*: Click into the field to select a date from the calendar for the project's start date. 
    • End Date*: Click into the field to select a date from the calendar for the project's end date.
    • Duration (weeks): Enter the number of weeks that the project will exist.
  3. Click Add.