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Procore

Switch Between Financial Views

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Objective

To switch between financial views using the company's Portfolio tool.

Background

For users with 'Admin' level permission to the Portfolio tool, a 'Financial Views' menu in the right pane of the Portfolio tab lets you view different financial reports summarizing your company's projects. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission to the company's Portfolio tool.
      AND
    • 'Admin' level permission to the project's Budget, Prime Contract and Commitments tools. 

Steps

  1. Navigate to the company's Portfolio tool.
    This reveals the Portfolio page. 
  2. Click Financial Views. The select one of the available options from the drop-down list:

    financial-views-menu.png
     
    • 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. 

See Also