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Procore

Unarchive a Project 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 set an archived project in Portfolio Financials back to active.

Background

Archived projects are not shown on the Dashboard in Portfolio Financials, but remain accessible from the Reporting tool. You can set an archived project back to active if necessary.

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher. 

Prerequisites

Steps

  1. From the Reporting tool in Portfolio Financials, click the name of the project you want to set back to active.
  2. On the Project Page, click the edit  icon next to the project's name. 
  3. At the bottom of the 'Edit Project' window, click Unarchive.

    unarchive-project.png
  4. Click Save Changes
    Note: The project is automatically set back to active and will show on the Dashboard.