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About 34 results
  • View a Cash Flow Forecast in Portfolio Financials and Capital Planning
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/view-a-cash-flow-forecast-in-portfolio-financials-and-capital-planning
    How to view a Cash Flow Forecast in Portfolio Financials and Capital Planning.
  • Reporting (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/reporting
    This is the landing page for support articles about the Planning feature in Capital Planning. It contains links to tutorials, faqs and other support documentation related to Planning.
  • Are granular permissions available in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/are-granular-permissions-available-in-portfolio-financials-and-capital-planning
    An overview of granular permissions in Portfolio Financials and Capital Planning.
  • What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/what-is-the-my-tasks-page-in-portfolio-financials-and-capital-planning
    A brief overview of the 'My Tasks' page in Portfolio Financials and Capital Planning.
  • Spread Cash Flow Forecasts in Portfolio Financials and Capital Planning
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/spread-cash-flow-forecasts-in-portfolio-financials-and-capital-planning
    How to spread cash flows for a Cash Flow Forecast in Portfolio Financials and Capital Planning.
  • Reporting - User Permissions (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/reporting/permissions
    This page lists the user permissions that are required to perform actions in or related to Reporting in Portfolio Financials and Capital Planning.
  • Planning - FAQ (Portfolio Financials)
    https://en-au.support.procore.com/products/portfolio-financials/user-guide/planning/faq
    This page includes links to frequently asked questions about Planning in Capital Planning.
  • What is an example use case for Project Comparison in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/what-is-an-example-use-case-for-project-comaprison-in-portfolio-financials-and-capital-planning
    An example of the type of reports that can be generated in Portfolio Financials and Capital Planning.
  • Why can't I expand the 'Awarded Value' row in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/why-cant-i-expand-the-awarded-value-row-in-portfolio-financials-and-capital-planning
    An explanation for why you may not be able to expand the 'Awarded Value' row in Portfolio Financials and Capital Planning.
  • What are some examples of reports I can generate in Portfolio Financials and Capital Planning?
    https://en-au.support.procore.com/faq/what-are-some-examples-of-reports-i-can-generate-in-portfolio-financials-and-capital-planning
    An example of the type of reports that can be generated in Portfolio Financials and Capital Planning.
  • Portfolio Financials and Capital Planning
    https://en-au.support.procore.com/products/portfolio-financials
    With the Portfolio Financials and Capital Planning products in Procore, you can analyse data and put your information to work. Track asset performance, measure project costs, compare tenders, and aggr...With the Portfolio Financials and Capital Planning products in Procore, you can analyse data and put your information to work. Track asset performance, measure project costs, compare tenders, and aggregate performance insights across your entire portfolio. Gain an at-a-glance view of each asset in addition to individual cost items. Give your teams the tools they need to take control of every step of your construction projects. User Guide Portfolio Financials Certification Course Product Releases