Overview

Note icon Note

This feature is available for accounts with the Portfolio Financials product in Procore. Please reach out to your Procore point of contact for more information.

A database of team members, collaborators, and vendors can be maintained on the Our Team and Vendors pages in Portfolio Financials and Capital Planning.Note: To view information on the Project Team, see Project Page.

HIGHLIGHTS Show/Hide

  • Add and manage team members on the Our Team page.

  • Add, manage, search for, and filter vendors on the Vendors page.

  • Manage permissions for team members and vendors.

  • Update vendor profiles and contacts.

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