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What is the 'My Tasks' page in Portfolio Financials and Capital Planning?

The information in this FAQ applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 


The My Tasks page is where you can keep track of all invoices, bids, contracts, change orders, and budgets that are pending your approval in Portfolio Financials and Capital Planning.

To access the My Tasks page, click the checkmark icon in the header. You can then view all pending items by type and click on any item to navigate to it within the system.

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