Finanzas de portafolio: solicite servicios de Soluciones personalizadas
Nota
The information on this page is specific to accounts with Procore's Portfolio Financials product. Please reach out to your Procore point of contact for more information.
Objective
Para solicitar servicios del equipo de Soluciones personalizadas de Procore si es un Administrador de la compañía que utiliza Portafolio Finanzas de portafolio.
Contexto
Procore's Custom Solutions team specializes in building customized PDFs as an add-on service for Portfolio Financials in the Procore web application.
Things to Consider
- Permisos de usuario requeridos:
- Para solicitar servicios del equipo de soluciones personalizadas, debe tener permisos de Administrador de la compañía en Finanzas de portafolio.
- Additional Information:
- Para proporcionar a su compañía servicios de personalización, debe tener disponible un horario de servicio adicional.
Pasos
To minimize the number of revisions and the number Add-On Service hours used, be sure to review these instructions in detail. It is also important to clearly communicate the intended purpose and desired behavior of your custom solutions in your request.
Step 1: Create Your Markup
- Descargue la plantilla de instrucciones:
- Custom Forms Markup Instructions.pdf
Download this form to request a custom form. If you want your custom form to include a custom field, include that information in your request.
- Custom Forms Markup Instructions.pdf
- Revise las instrucciones en el archivo de la plantilla.
Paso 2: Envíe sus marcas a Procore
- Create a new email message with the Procore tool name and request type in the subject line.
Example Subject Line:
Contract Custom PDF Form Request
- Send the email to the following address: customforms@procore.com
Step 3: Completion of Development
While all projects have unique timelines, you may use these time estimates as general guidelines:
- Los pequeños cambios en las soluciones existentes (p. ej., modificar texto estático, eliminar información) suelen tener un tiempo de respuesta de dos (2) a tres (3) días hábiles.
- Larger service requests typically require ten (10) to fifteen (15) business days of development time. However, specific timelines for all requests will vary.