View Financial Views in the Portfolio Tool

Financial Views let you view different financial reports summarizing your company's projects.

• Required User Permissions on the company's Procore Home tool.

1. Navigate to the company's Portfolio tool or Home.

2. Click Reports.

3. Click Financial Reports or Custom Reports and select from the following options:

   • Financial Reports:

     • Budget Variance, summarizes budget and variance data so you can analyze how closely each project is meeting its budgetary goals.

     • Contract Variance, summarizes contract and variance data so you can analyze how closely each project is meeting its contractual goals

     • Contract Summary, summarizes your Prime Contract data across your company's projects.
       Note: If the Schedule tool is enabled on a project, the 'Schedule % Complete' column shows the percentage complete.

     • Commitment Summary, summarizes your commitments data across your company's projects.

   • Custom Reports:

     • Projects, displays all available projects and their details.

     • Your Name, displays your available projects and their details grouped by stage.