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What are some examples of reports I can generate in Portfolio Financials and Capital Planning?

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 Note
This information is intended for accounts with the Portfolio Financials and Capital Planning products in Procore. Please reach out to your Procore point of contact for more information. 

Answer

You can generate custom reports based on any of the data points in Portfolio Financials and Capital Planning. See What are the data points available for custom reports in Portfolio Financials and Capital Planning?

Examples
  • For all tenant improvement projects over 2,000 SF that are currently under construction, what are our forecasted costs on a $/sf basis?
  • For all capital projects started this year, what costs have been committed to date, and what is our forecast vs. budget?
  • For all projects in the bidding or construction stage, what are our baseline and actual start dates, and how many days delayed are we?
What are some examples of vendor-based reports that can be generated?

Company Admins have the ability to generate reports for all vendors who have bid or have been awarded a contract in Portfolio Financials and Capital Planning.

Example
  • A vendor report showing the total dollar amount of bids and contracts awarded, dollar amount of change orders and invoices submitted, and remaining balance on contracts.