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Edit the Name of a File or Folder in the Documents Section of Portfolio Financials

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 Note
This information is intended for accounts with the Portfolio Financials and Capital Planning products in Procore. Please reach out to your Procore point of contact for more information. 

Objective

To edit the name of a file or folder in the Documents section of a Portfolio Financials project.

Background

The Documents section of the Project Page in Portfolio Financials is where important documents related to the project can be stored and accessed. 

Things to Consider

  • Required User Permissions:
    • 'Limited' access to the project or higher. 

Steps

Follow the steps below, depending on whether you want to edit the name of a file or a folder:
 

Edit a File Name
  1. Navigate to the relevant project and scroll to the Documents section.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon across from the file and select Edit File Name. 
  3. Enter the revised name.
  4. Click Save. 
     
Edit a Folder Name
  1. Navigate to the relevant project and scroll to the Documents section.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon across from the folder and select Edit Folder Name. 
  3. Enter the revised name.
  4. Click Save.