About Portfolio Programs (Closed Beta)

Portfolio Programs allows closed beta customers to group related projects under customizable organizational layers and view their entire portfolio as an interactive tree. This portfolio hierarchy then flows into the Capital Planning tool so that you can leverage it to calculate budget summaries at different levels. Setup is fully self service, requiring no external implementation consultants.

• Organizations can create up to five program levels, though most need only two or three.

• Projects always sit at the bottom, underneath the lowest level of programs.

• A project belongs to one program. If you need to slice projects other ways, keep using tags and custom fields that still work and are not affected.

• Each level name must be unique.

• Levels can be renamed at any time without affecting project data.

• Levels can only be reordered before projects are assigned.

• You can add a new level later, but it gets added at the bottom.

• Procore's legacy "Programs" project tag remains active and unchanged. Portfolio Programs is the new multi-level structural hierarchy and appears in the interface as the Portfolio Program field. Both fields coexist during closed beta.

Before configuring in Procore, outline your hierarchy on paper or reference your external reporting spreadsheets. The column headers in your existing capital tracking sheets often represent your natural levels.

1. Navigate to the company's Admin tool.

2. Under 'Project Settings', select Portfolio Hierarchy.

3. Enter the name for Level 1 (e.g. Region).

4. Click + Add Level and enter the name for Level 2.

5. Continue for all required tiers up to 5.

6. Click Save.

1. Navigate to the Procore Home (Portfolio) tool.

2. Select the Portfolio tab.

3. In the Portfolio Hub Card, select the Hierarchy Tree icon.

   • The setup wizard opens automatically if no programs exist.

4. Add Level 1 Programs: Type each program name and press Enter.

5. Add Level 2 Programs: Input child program names and select their parent Level 1 container from the dropdown.
   

   Tip!

   Select Add each Campus under every Region if your portfolio structure is symmetrical.

6. Repeat for any deeper levels, then click Finish.

1. Choose any of the four options below to populate your programs:

   • Bulk Map from Existing Tags (Recommended):

     1. In the Tree view, locate the target lowest-level program.

     2. Click the row's vertical ellipsis icon and select Map Projects.

     3. Choose the matching tag, custom field, or legacy Program value.

     4. Select the Value from the dropdown menu.

     5. Review the count of matching unassigned projects.

     6. Click Assign Projects.

   • Bulk Edit from List View:

     1. In the Portfolio List view, mark the checkbox for each project you want to include.

     2. Click Edit.

     3. In the 'Portfolio Project' dropdown list, select the program you want to assign.

     4. Click Apply.

   • Project Creation:

     1. Assign the project directly using the Portfolio Program field on the new project creation form.

   • Individual Project Admin Settings:

     1. Open a project's Project Admin tool and edit the Portfolio Program field.

Go back to the Tree view on the Portfolio Hub Card to inspect populated structure. You should now see your complete structure: your levels, the programs at each level, and the projects underneath.

Each program row shows a project count, so you can confirm everything landed where you expected.

Since this feature is currently in closed beta, your feedback directly influences general availability enhancements. Please reach out to your dedicated Procore point of contact or email portfolio-feedback@procore.com.