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Procore

Enable Daily Digest Emails for Portfolio Financials and Capital Planning

 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 enable daily digest emails that provide a summary of the previous day's activity in Portfolio Financials and Capital Planning.

Background

The Daily Digest email is a summary of the previous day's activity in Portfolio Financials and Capital Planning. We recommend opting in to receive these emails as a best practice in managing your projects in Procore.

Things to Consider

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

Steps

  1. Click the hamburger icon in Portfolio Financials and select Account Settings.

    account-settings.png
     
  2. Click the Notifications tab. 
  3. Mark the checkbox for daily digest emails.

    enable-digest-email.png
     
  4. Click Save