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Why can't I export an item from Portfolio Financials and Capital Planning?

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. 


You are in Portfolio Financials trying to export an item, such as a report, but nothing happens.


Occasionally, pop-up blockers within your browser can block certain actions in Portfolio Financials and Capital Planning, such as downloading an Excel report or PDF file. You can either temporarily disable your pop-up blocker or add Procore to the list of exceptions for blocking pop-ups (recommended).

We also recommend using Google Chrome browser for the best user experience.