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Procore

What is the Financials Dashboard?

Answer

The Financials Dashboard is a collection of charts and graphs available at the Company level that report on various data from project tools in the Financial Management product category.

  • Required User Permissions:
    • 'Admin' level permissions for all project tools in the Financial Management product category
    • 'Standard' level permissions or higher on the Company level Reports tool
  • Additional Information:
    • All tools in the Financial Management product category have to be enabled on at least one project.
      Note: The Direct Costs tool does not need to be enabled for companies using an ERP integration.
    • This dashboard cannot be customized and does not include any dashboards that you have created. To create and customize your own dashboards, see Create a Dashboard.

 

reports-financials-dashboard.png

Charts and Graphs

 Tip
  • You can apply one or more filters to narrow the project data used in the charts and graphs.
  • You can click on any graph or chart for more details and click on individual assets to quickly navigate to where that asset can be found in Procore.
  • Total Amount Approved Commitment Change Orders by Contract Company: This graph displays each contract company across your company's projects and the total amount of approved commitment change orders they have in all projects in your company's account.
  • Total Owner Invoice Amount by Project: This graph displays the total owner invoice amounts for each project in your company's account.
  • Total Amount Approved Commitment Change Orders by Project: This graph displays the amount of approved commitment change orders for each project in your company's account.
  • Direct Cost by Category: This pie chart displays all direct costs across your company's projects and breaks up each direct cost by category/cost type.
  • Total Amount Approved Prime Change Orders by Project:This graph displays the amount of approved prime change orders for each project in your company's account.

 

If you would like to learn more about Procore's report management software and how it can help your business, please visit our construction reports product page .