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Procore

Search for Approval Workflow Templates in Portfolio Financials

 Note
The information on this tutorial applies to accounts with Procore's Portfolio Financials product with Approvals enabled. Please reach out to your Procore point of contact for more information. 

Objective

To search for approval workflow templates that were created in Portfolio Financials.

Background

Company Admins can create and manage custom approval workflows for reviewing or approving items in Portfolio Financials. These workflows can be simple or complex, and can be used for items such as bids, contracts, budgets, change orders, and invoices. 

Things to Consider

  • Required User Permissions:
    • 'Company Admin' in Portfolio Financials.

Steps

  1. From the Approval Workflows page, click Templates.
  2. Click the Find search bar and enter a search term. 
    Note: You can search by workflow name and approver.
  3. Press RETURN or ENTER on your keyboard to initiate the search.
  4. Matching search results are displayed.