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How do Cash Flow Forecasts and Capital Plans interact in Portfolio Financials and Capital Planning?

The information in this FAQ applies to Procore accounts with the Portfolio Financials product. Reach out to your Procore point of contact for more information. 


When the Cash Flow for a project is published, the Capital Plan for the building that project is associated with is also updated. In addition, when at least one Cash Flow has been published for a project in a building, the years for the Capital Plan become expandable.

Note: You can always choose to navigate from the Capital Plan to a project's Cash Flow Forecasting page from the vertical ellipsis icon for any project, regardless of whether you have published a version.