Reporting (Portfolio Financials)
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 tenders being awarded and payment applications being approved. The consistency of project cost information allows for greater insight when it comes to planning for future projects.
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