Portfolio

Procore's Company level Portfolio tool is designed to give you a high-level overview of your company's projects.

Gain access to all of your company projects.
View general project information as a Portfolio List, Thumbnail, or on a Map.
Click to open a more detailed Project Home page.

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Portfolio

The following table highlights which user permissions are required to perform the described user action.

Task	Read Only	Standard	Admin
Add Favorites to the Company Tools Menu
Add Filters to the Portfolio Views
Add Project Notes
Apply a Project Template to a New Project			¹
Change Your Password
Configure a Project Template
Configure Advanced Settings: Portfolio
Create a New Project	¹	¹	¹
Export a List of Projects from the Company Portfolio
Export Your 'My Open Items' List for a Company Account
Revoke Access for Connected Apps
Search the Company Portfolio for Projects
Set the Dashboard View Permissions
Set Up and Manage Your Favorites
Set User Permissions for the Portfolio Tool
Show Projects on Google Maps from the Portfolio Tool
Switch Between Financial Project Views
Switch Between the Portfolio Views
Upload Your Avatar or Profile Photo to Procore
View Inactive Projects	³	³	³
View My Open Items in the Portfolio Tool
View the Health Dashboard in the Portfolio Tool

¹ This task requires 'Admin' level permissions on the Company level Directory tool, or 'Read Only' or higher on the company's Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

² This task requires 'Admin' level permissions on the Company level Directory tool OR 'Admin' level permissions on the Project level Admin tool for the project template. See Add an Existing User to Projects in Your Company's Procore Account.

³ Only users who were added to the Project level Directory for one or more inactive projects can view those inactive projects in the company's Portfolio tool.

Below are the notable changes to the company's Portfolio tool.

Recent Changes

Project Template Improvements for RFI and Admin Tools (01/21/2025)

Project templates now carry over more settings and data from the RFIs and Admin tools to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, all settings for RFIs and individual RFIs will now carry over. Additional fields in the project Admin tool, such as language selection and location fields, now carry over. See What gets copied over to a new project from a project template? for details.

Project Template Improvements for Drawings, Photos, and Specifications Tools (01/13/2025)

Project templates now carry over more settings and data from Drawings, Photos, and Specifications to projects created from those templates. These changes will impact projects created from project templates moving forward, and do not impact existing projects already created using a template.

With this improvement, all settings for Drawings carry over, but individual drawings do not. All settings for Specifications carry over, but individual specifications do not. All settings for Photos now carry over, as well as albums and album order, but individual photos do not. See What gets copied over to a new project from a project template? for details.