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Procore (en-CA)

View Revision History for Milestones 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 revision history for milestones in Portfolio Financials. 

Background

The Milestones section in Portfolio Financials allows you to keep track of high-level milestones for the project, such as the Project Start and Project End dates. All milestones for the project show on a timeline on the Project Page so that you can see dates for milestones in relation to one another. The Milestone section also tracks the status for each milestone and after a milestone is reached, you can mark the milestone as complete. Depending on your notification settings, you can choose to receive email notifications before milestones approach. All additions and changes to milestones are noted in the Revision History log.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Steps

  1. Navigate to the Project Page.
  2. In the Milestones section, click the Show drop-down menu. 
    Note: This menu is set to 'Detail' by default. 
    show-menu.png
  3. Click Revision History
    revision-history.png
    All additions and changes to milestones are shown.
     
  4. Optional: Click the Show drop-down menu and select Detail to go back to the regular view.