NoteThe 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.
To add a cost item to the Cost Tracker in a Portfolio Financials project.
The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project.
Things to Consider
- Required User Permissions:
- 'Limited' access to the project or higher.
- Navigate to the Cost Tracker section of the Project Page.
- Click Add Cost Item.
- Enter the name of the cost item.
Select a cost item name from the default list of suggestions.
Note: Relevant results are shown as you type.
- Click Add Cost.