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Procore (en-CA)

View Projects on the Dashboard 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 view projects on the Dashboard in Portfolio Financials.

Background

The Dashboard, which is the home page of Portfolio Financials in Procore, is a central location that provides an overview of all projects that you have access to.

Things to Consider

  • Required User Permissions:
    • To view projects that you have been added to, 'Vendor' permissions or higher. 
    • To view all projects, 'Building Admin' or higher.

Steps

  1. Navigate to the the Dashboard in Portfolio Financials.
  2. Any projects that you have access to will be shown as a list.