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Procore (en-CA)

Project Team

The Team section of the Project Page in Portfolio Financials is where you can invite internal team members to the Project Team and manage Bid Room access.

  • Invite new or existing team members to the Project Team.
  • Manage permissions and Bid Room access for team members.
  • Set a team member as Project Manager.
This feature is available for accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information.