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Dashboard (Portfolio Financials)


This feature is available for accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

If you are looking for resources on the Dashboard in Procore's Project Management product, refer to the Reports tools in the Procore Web User Guide

The Dashboard, which is the home page of Portfolio Financials and Capital Planning in Procore, is a central location that provides an overview of where all of your projects stand from a budget and schedule perspective. This page acts as a live spreadsheet of all projects, helping you track project progress over the course of the year and beyond.

  • See high-level project financials and an overview of how your projects are tracking.
  • Utilize filters to keep your dashboard organized to your preference.
  • View and add comments to a project directly from the dashboard.