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What are the data points available for custom reports in Portfolio Financials and Capital Planning?

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 Note
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. 

Answer

Below is a list of the data points available in Custom Reports and what they mean:

Cost Information Data Points

  • Approved COs: The total amount of approved change orders.
  • Budget: The total budget set for the project.
  • Budget $/SF: The budget for the project per square foot (if square footage is input).
  • Budget - Invoiced: The budget amount minus the total invoiced amount. This is the amount remaining to pay out of the original budget. 
  • Committed: The committed costs on the project (initial award amount + approved COs).
  • Committed - Invoiced: The committed costs of the project minus the invoiced amount. This is the amount remaining to pay on items that have signed contracts.
  • Forecast: The forecasted costs for the project (committed costs + pending COs + holds).
  • Forecast $/SF: The forecasted costs for the project per square foot (if square footage is input).
  • Forecast - Committed: The forecasted amount minus committed amount. This is the amount remaining to be committed.
  • Forecast - Invoiced: The forecasted amount minus invoiced amount. This is the closest approximation of costs remaining to be paid on the project.
  • Forecast vs Budget: The forecasted costs versus the budget. This is the budget variance.
  • Initial Award: The initial awarded amount for the project.
  • Invoiced to Date: The amount invoiced up to current date.
  • Invoiced/Committed: The percentage of the committed costs currently invoiced.
  • Invoiced/Forecast: The percentage of the forecasted costs currently invoiced.
  • Pending COs: The total amount of pending change orders.
  • Pending Invoice: The total amount of pending invoices.

Schedule Data Points

  • Actual Start Date: The date when work on the project begins. This date is the same as the Baseline Start Date if no action is taken before the date.
  • Actual End Date: The date when work on the project ends. This date is determined by setting the project status to Complete.
  • Baseline Start Date: The date set by the Project Manager as the intended start date for the project.
  • Baseline End Date: The date set by the Project Manager as the intended end date for the project.
  • Date Created: The date that the project was created in Portfolio Financials and Capital Planning.
  • Days Delayed: The number of days that a project is delayed, or behind schedule. This is the Actual End Date minus the Baseline End Date.

Project Level Data Points

  • Active: The status of the project being active and not archived.
  • Building: The building that the project is associated with.
  • Description: The project description.
  • Last Activity: The date and time of the last action taken in the project.
  • Latest Comment: The latest comment on the project.
  • Market: The market associated with the project. 
  • Project Manager: The project manager on the project.
  • Square Footage: The total project square footage.
  • Stage: The stage the project is in.
  • Type: The type of project.