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About 34 results
  • Portfolio Financials - User Guide
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide
    This guide provides an overview of product features and related technologies for the Portfolio Financials and Capital Planning products in Procore. In addition, it contains recommendations on best pra...This guide provides an overview of product features and related technologies for the Portfolio Financials and Capital Planning products in Procore. In addition, it contains recommendations on best practices, tutorials for getting started and troubleshooting information for common situations. To see a list of all FAQs related to Portfolio Financials and Capital Planning, see FAQ. Note: If you are looking for resources related to other tools in the Procore web application, see Procore User Guide.
  • Reporting (Portfolio Financials)
    https://en-gb.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.
  • View a Cash Flow Forecast in Portfolio Financials and Capital Planning
    https://en-gb.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.
  • Create and Publish a Cash Flow Forecast in Portfolio Financials and Capital Planning
    https://en-gb.support.procore.com/products/portfolio-financials/user-guide/cost-tracker/tutorials/create-and-publish-a-cash-flow-forecast-in-portfolio-financials
    How to create a Cash Flow Forecast for a new project in Portfolio Financials and Capital Planning.
  • Can I receive a daily activity summary for Portfolio Financials and Capital Planning?
    https://en-gb.support.procore.com/faq/can-i-receive-a-daily-activity-summary-for-portfolio-financials-and-capital-planning
    A brief explanation of the Daily Digest email for Portfolio Financials and Capital Planning.
  • What is Procore Community?
    https://en-gb.support.procore.com/faq/what-is-procore-community
    A brief overview of Procore Community.
  • Can I customise the project type options in Portfolio Financials and Capital Planning?
    https://en-gb.support.procore.com/faq/can-i-customize-the-project-type-options-in-portfolio-financials-and-capital-planning
    How to add custom project types for Portfolio Financials and Capital Planning.
  • What is the 'My Tasks' page in Portfolio Financials and Capital Planning?
    https://en-gb.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.
  • Portfolio Financials - Release Notes
    https://en-gb.support.procore.com/products/portfolio-financials/release-notes
    This page describes notable changes to Portfolio Financials and Capital Planning.
  • Why am I not receiving emails from Portfolio Financials and Capital Planning?
    https://en-gb.support.procore.com/faq/why-am-i-not-receiving-emails-from-portfolio-financials
    A list of reasons why you may not be receiving emails from Portfolio Financials and Capital Planning.
  • How can I monitor activity across all of my buildings in Portfolio Financials and Capital Planning?
    https://en-gb.support.procore.com/faq/how-can-i-monitor-activity-across-all-of-my-buildings-in-portfolio-financials-and-capital-planning
    A brief explanation of why a team member may not be seeing a project in Portfolio Financials and Capital Planning.