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About 34 results
  • Reporting - FAQ (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/reporting/faq
    This page includes links to frequently asked questions about Reporting in Portfolio Financials and Capital Planning.
  • Dashboard (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/dashboard
    This is the landing page for support articles about the Project Page in Portfolio Financials. It contains links to tutorials, faqs, and other support documentation related to the Project Page.
  • What are the data points for Capital Plans in Portfolio Financials and Capital Planning?
    https://support.procore.com/faq/what-are-the-data-points-for-capital-plans-in-portfolio-financials-and-capital-planning
    An overview of the different data points shown for Capital Plans in Portfolio Financials and Capital Planning.
  • What do the arrows mean on the Project Comparison tab of Portfolio Financials and Capital Planning?
    https://support.procore.com/faq/what-do-the-arrows-mean-on-the-project-comparison-tab-of-portfolio-financials-and-capital-planning
    A quick explanation of the different colored arrows on the Project Comparison tab in Portfolio Financials and Capital Planning.
  • Why can't I export an item from Portfolio Financials and Capital Planning?
    https://support.procore.com/faq/why-cant-i-export-an-item-from-portfolio-financials-and-capital-planning
    An explanation as to why a file may not be downloading after clicking 'Export' in Portfolio Financials and Capital Planning.
  • Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/create-and-publish-a-cash-flow-forecast-in-portfolio-financials
    How to create a Cash Flow Forecast for a new project in Portfolio Financials and Capital Planning.
  • Reporting - User Permissions (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/reporting/permissions
    This page lists the user permissions that are required to perform actions in or related to Reporting in Portfolio Financials and Capital Planning.
  • Reporting - Tutorials (Portfolio Financials)
    https://support.procore.com/products/portfolio-financials/user-guide/reporting/tutorials
    This page includes a list of tutorials for various tasks that can be performed in Reporting in Portfolio Financials and Capital Planning.
  • Create an Invoice Report in Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials/user-guide/reporting/tutorials/create-an-invoice-report-in-portfolio-financials-and-capital-planning
    How to create an invoice report in Portfolio Financials and Capital Planning.
  • View a Cash Flow Forecast in Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/view-a-cash-flow-forecast-in-portfolio-financials-and-capital-planning
    How to view a Cash Flow Forecast in Portfolio Financials and Capital Planning.
  • Portfolio Financials and Capital Planning
    https://support.procore.com/products/portfolio-financials
    With the Portfolio Financials and Capital Planning products in Procore, you can analyze data and put your information to work. Track asset performance, measure project costs, compare bids, and aggrega...With the Portfolio Financials and Capital Planning products in Procore, you can analyze data and put your information to work. Track asset performance, measure project costs, compare bids, and aggregate performance insights across your entire portfolio. Gain an at-a-glance view of each asset in addition to individual cost items. Give your teams the tools they need to take control of every step of your construction projects. User Guide Portfolio Financials Certification Course Product Releases