Change the Project Manager for a Project in Portfolio Financials

Note icon Note

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

Objective

To change the Project Manager for a project in Portfolio Financials.

Background

Internal team members can be managed for a Portfolio Financials project in the Team section of the Project Page.

Things to Consider

  • Required User Permissions:

    • 'Full Access' to the project or higher.

  • Additional Information:

    • Only one team member at a time can be marked as Project Manager for a project.

Steps

  1. From the Project Page, scroll to the Team section.

  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon across from the team member you want to remove from the project.

  3. Click Change to Project Manager.

    team-change-to-project-manager.png

  4. On the 'Confirm' window, click Confirm.