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Procore (en-CA)

Edit a 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 edit information for an existing Portfolio Financials project in Procore.

Background

While most project information will be entered when creating a project in Portfolio Financials, you might need to edit one or more fields later. 

Things to Consider

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

Steps

  1. From the Project Page, click the vertical ellipsis  icon next to the project's name.
    Tip! You can also click the vertical ellipsis box    icon next to the project from the Dashboard.
  2. Click Edit Project.
  3. Update the project's information as necessary. See Add a New Project in Portfolio Financials for field descriptions. 
  4. Click Save Changes.