Tutorials
Account and Company Settings
Bid Room
- Add a Bid for a Vendor in Portfolio Financials
- Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project
- Add a Member to the Bid Room Team in Portfolio Financials
- Add or Manage Documents for a Bid Room in Portfolio Financials
- Assign an RFI to Bid Room Team Member in Portfolio Financials
- Best Practices for Bid Room Collaborators in Portfolio Financials
- Compare Bids in Portfolio Financials
- Complete Trade Setup Details for a Bid Room in Portfolio Financials
- Create a Bid Form in Portfolio Financials
- Create a Bid Room in Portfolio Financials
- Decline an Invitation to Bid for a Portfolio Financials Project
- Delete an RFI in Portfolio Financials
- Edit an RFI in Portfolio Financials
- Edit the 'Invitation to Bid' Email in Portfolio Financials
- Edit Trade Setup Details for a Bid Room in Portfolio Financials
- Export RFIs from a Bid Room in Portfolio Financials
- Freeze or Unfreeze a Bidder in Portfolio Financials
- Invite Bidders to a Bid Room in Portfolio Financials
- Message the Project Team from the Bid Room for a Portfolio Financials Project
- Post an Answer to an RFI in Portfolio Financials
- Post an RFI in Portfolio Financials
- Preview a Bid as a Bidder in Portfolio Financials
- Remove a Bidder from a Bid Room in Portfolio Financials
- Remove Bidder Contacts from a Bid Room in Portfolio Financials
- Resend an Invitation to Bid in Portfolio Financials
- Restore a Deleted RFI in Portfolio Financials
- Revise a Bid Form in Portfolio Financials
- Select a Bidder to Award a Contract to in Portfolio Financials
- Send a Message to Bidders in Portfolio Financials
- Set Up a Contract Room from a Bid Room in Portfolio Financials
- Submit a Bid for a Portfolio Financials Project
- Submit an RFI for a Portfolio Financials Project
- Unassign an RFI in Portfolio Financials
- Unlock Bids in a Sealed Bid Room in Portfolio Financials
- View Bids in Portfolio Financials
- View Messages and Activity for a Bid Room in Portfolio Financials
Cost Allocations
- Add a Component to a Project in Portfolio Financials
- Add Allocation Rules for Components in Portfolio Financials
- Associate an Allocation Rule with an Item in Portfolio Financials
- Edit a Component for a Project in Portfolio Financials
- Enable Cost Allocations and Components for a Project in Portfolio Financials
- View Details of an Allocation Rule in Portfolio Financials
Dashboard
- Add a New Project in Portfolio Financials
- Add Comments for Projects from the Dashboard in Portfolio Financials
- Add or Manage Project Types in Portfolio Financials
- Archive a Project in Portfolio Financials
- Delete a Project in Portfolio Financials
- Edit a Project from the Dashboard in Portfolio Financials
- Mark a Project as Complete from the Dashboard in Portfolio Financials
- Search for and Filter Projects in Portfolio Financials
- View Projects on the Dashboard in Portfolio Financials
Documents
- Add Documents to the Project Page in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Download Documents from the Project Page in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials
Our Team and Vendors
- Add a Team Member in Portfolio Financials
- Add a Vendor in Portfolio Financials
- Add Contacts as References for Vendors in Portfolio Financials
- Add Vendor Contacts in Portfolio Financials
- Edit a Vendor in Portfolio Financials
- Export Vendor Information in Portfolio Financials
- Manage Permissions for Team Members in Portfolio Financials
- Remove a Team Member in Portfolio Financials
- Search and Filter Vendors in Portfolio Financials
- View Vendors in Portfolio Financials
Project Page
- Add Documents to the Project Page in Portfolio Financials
- Apply a Folder Template for Project Documents in Portfolio Financials
- Close Out a Project in Portfolio Financials
- Configure and Export a Project Cost Report in Portfolio Financials
- Copy Documents to a Bid Room in Portfolio Financials
- Create a New Folder for Project Documents in a Portfolio Financials
- Delete a Document Folder from the Project Page in Portfolio Financials
- Delete a Document from the Project Page in Portfolio Financials
- Download Documents from the Project Page in Portfolio Financials
- Edit a Project in Portfolio Financials
- Edit the Name of a File or Folder in the Documents Section of Portfolio Financials
- Enable Tenant Improvement Allowance for a Project in Portfolio Financials
- Move a Document to Another Folder in Portfolio Financials
- Review Vendors in Portfolio Financials
- Unarchive a Project in Portfolio Financials
- Update the Stage of a Project in Portfolio Financials
- View Documents on the Project Page in Portfolio Financials
- View the Comments and Activity Feed in Portfolio Financials
Reporting
- Compare Projects in Portfolio Financials and Capital Planning
- Create a Cost Item Detail Report in Portfolio Financials and Capital Planning
- Create a Custom Report in Portfolio Financials and Capital Planning
- Create an Invoice Report in Portfolio Financials and Capital Planning
- Generate a Project Status Report in Portfolio Financials and Capital Planning
- Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning
Approval Workflows
- Assign an Approval Workflow Template to a Building in Portfolio Financials
- Create an Approval Workflow Template in Portfolio Financials
- Delete an Approval Workflow Template in Portfolio Financials
- Edit an Approval Workflow Template in Portfolio Financials
- Remove an Approval Workflow Template from a Building in Portfolio Financials
- Search for Approval Workflow Templates in Portfolio Financials
- View Approval Workflow Templates in Portfolio Financials
Contract Room
- Add a Change Order in Portfolio Financials
- Add an Invoice in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add Owner Team Contacts to the Contract Room in Portfolio Financials
- Add Vendor Team Contacts to the Contract Room in Portfolio Financials
- Adjust Retainage by Line Item in Portfolio Financials
- Approve or Reject a Change Order in Portfolio Financials
- Approve or Reject an Invoice in Portfolio Financials
- Complete a Contract or Change Order in Portfolio Financials with DocuSign®
- Create a Contract Room in Portfolio Financials
- Delete an Invoice in Portfolio Financials
- Download a Schedule of Values PDF for a Contract in Portfolio Financials
- Download Contract Documents in Portfolio Financials
- Edit a Change Order in Portfolio Financials
- Edit a Contract in Portfolio Financials
- Edit an Invoice in Portfolio Financials
- Enable Cost Breakdown for a Contract in Portfolio Financials
- Export a Contract in Portfolio Financials
- Remove a Team Contact from the Contract Room in Portfolio Financials
- Send an Invoice to Accounts Payable in Portfolio Financials
- Send Messages from the Contract Room in Portfolio Financials
- Set Retainage for a Contract in Portfolio Financials
- Share a Contract in Portfolio Financials
- Submit a Change Order for a Portfolio Financials Project
- Submit an Invoice for a Portfolio Financials Project
- Undo the Rejection of an Invoice in Portfolio Financials
- Unshare a Contract in Portfolio Financials
- View the Contract Room in Portfolio Financials
Cost Tracker
- Add a Budget to a Project in Portfolio Financials
- Add a Contract to a Cost Item in Portfolio Financials
- Add a Cost Item to the Cost Tracker in Portfolio Financials
- Add a Revision to a Budget in Portfolio Financials
- Add a Section to the Cost Tracker in Portfolio Financials
- Add Non-Contract Invoices in Portfolio Financials
- Add or Manage Holds in Portfolio Financials
- Add or Manage Schedule of Values for a Budget in Portfolio Financials
- Add or Manage Schedule of Values for a Cost Item in Portfolio Financials
- Apply a Template to the Cost Tracker in Portfolio Financials
- Break Down an Overall Project Budget in Portfolio Financials
- Change Columns on the Cost Tracker in Portfolio Financials
- Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
- Delete Cost Items from the Cost Tracker in Portfolio Financials
- Delete Sections from the Cost Tracker in Portfolio Financials
- Edit Cost Items on the Cost Tracker in Portfolio Financials
- Edit Sections on the Cost Tracker in Portfolio Financials
- Export a Project Budget in Portfolio Financials
- Export the Cost Tracker in Portfolio Financials
- Rename a Cost Item on the Cost Tracker in Portfolio Financials
- Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
- View a Cash Flow Forecast in Portfolio Financials and Capital Planning
- View Published Budget History for a Project in Portfolio Financials
- View the Budget for a Project in Portfolio Financials
- View the Cost Tracker in Portfolio Financials
Milestones
- Add a Dependency for a Milestone in Portfolio Financials
- Add a Milestone to a Project in Portfolio Financials
- Apply a Milestone Template to a Project in Portfolio Financials
- Delete a Milestone in Portfolio Financials
- Edit a Milestone in Portfolio Financials
- Mark a Milestone as Complete in Portfolio Financials
- Set Notifications for a Milestone in Portfolio Financials
- View Milestones in Portfolio Financials
- View Revision History for Milestones in Portfolio Financials
Planning
- Add a Variance Explanation in Portfolio Financials and Capital Planning
- Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
- Edit a Capital Plan in Portfolio Financials and Capital Planning
- Enter a Planned Spend in Portfolio Financials and Capital Planning
- Export a Capital Plan in Portfolio Financials and Capital Planning
- Merge Rows for a Project Comparison in Portfolio Financials and Capital Planning
- Save and Manage Versions of Capital Plans in Portfolio Financials and Capital Planning
- Set Up a Capital Plan in Portfolio Financials and Capital Planning
- Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
- View a Capital Plan in Portfolio Financials and Capital Planning
- View a Cash Flow Forecast in Portfolio Financials and Capital Planning
Project Team
Resources for Vendors
- Add a Bidding Team Contact to a Bid Room for a Portfolio Financials Project
- Decline an Invitation to Bid for a Portfolio Financials Project
- Message the Project Team from the Bid Room for a Portfolio Financials Project
- Submit a Bid for a Portfolio Financials Project
- Submit a Change Order for a Portfolio Financials Project
- Submit an Invoice for a Portfolio Financials Project
- Submit an RFI for a Portfolio Financials Project