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Procore

Reporting (Portfolio Financials)

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 Note

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 related to the Reports tool in Procore's Project Management product, see the Procore Web User Guide.

The Reporting tool in Portfolio Financials and Capital Planning is a hub for configuring various types of custom and default reports. All data points are updated automatically based on activity within the project, such as bids being awarded and invoices being approved. The consistency of project cost information allows for greater insight when it comes to planning for future projects.

HIGHLIGHTS Show/Hide  
  • Configure any type of report based on project data points that exist in Portfolio Financials and Capital Planning.
  • Choose between Project level or Cost Item level detail depending on the type of report needed.
  • Add filters and groupings to customize your reports even further.
  • Export automated project status reports.