View Financial Views in the Portfolio Tool
Background
Financial Views let you view different financial reports summarizing your company's projects.
Things to Consider
Steps
Navigate to the company's Portfolio tool.
Click the Financial Views tab and select one of the available options:
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.
Beta
Company Administrators can enable the Procore Home beta in Procore Explore. (US 2 | UK)
Navigate to the company's Portfolio tool or Home.
Click Reports.
Click Financial Reports and select from the following options:
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.