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Procore (en-CA)

What is Portfolio Financials?


Portfolio Financials is a product within the Procore web application that is built specifically for, and in partnership with, today's most innovative real estate owners, project managers and operators. It offers collaborative, data-driven tools that empower organizations to ensure capital and construction projects are on time and on budget. See the Portfolio Financials product page for more information. 
Note: Procore's Capital Planning product, which offers robust forecasting tools, can be added on to Portfolio Financials. 

  • If you are interested in the Portfolio Financials or Capital Planning products, please reach out to your Procore point of contact. 
  • If you already have access to Portfolio Financials and have questions related to product functionality, please contact Procore Support at