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Project Team (Portfolio Financials)

This feature is available for accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

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

  • Invite new or existing team members to the Project Team.
  • Manage permissions and Tender Room access for team members.
  • Set a team member as Project Manager.