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Procore

Apply a Template to the Cost Tracker in Portfolio Financials

 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 apply a template for the Cost Tracker in a Portfolio Financials project.

Background

The Cost Tracker section in Portfolio Financials is used to track committed and forecasted costs against your budget over the course of a project. If your organization has had custom templates added to your account by Procore, you can apply a template to a project's Cost Tracker. See How can I add custom Cost Tracker templates in Portfolio Financials?

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 
  • Additional Information:
    • You cannot apply another cost tracker template if a cost item has already been bid out, or has been directly contracted.

Prerequisites

  • One or more Cost Tracker templates must exist for the account. To have a template added, please reach out to your Customer Success Manager or Procore Support. 

Steps

To apply a Cost Tracker template:
  1. Navigate to the Cost Tracker section of the Project Page
  2. Click Set Up Cost Tracker Now.
  3. Click the drop-down menu and select a template from the list.
  4. Click Apply.
  5. Optional: If you want to change the Cost Tracker template, click Change Cost Tracker Template.
    Note: You cannot apply a different template if a cost item has already been bid out or directly contracted.
Optional: To set up a Cost Tracker manually:

If you have Cost Tracker templates, but want to set up a project's Cost Tracker manually, follow the steps below:

  1. Navigate to the Cost Tracker section of the Project Page
  2. Click Set Up Cost Tracker Now.
  3. Click the drop-down menu and select Set Up Manually from the list.
  4. Add cost items and sections as needed. See Add a Section to the Cost Tracker and Add a Cost Item to the Cost Tracker.