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Procore

View the Financials Dashboard

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Background

The Financials Dashboard is a collection of charts and graphs available at the Company level that report on various data from project tools in the Financial Management product category.

reports-financials-dashboard.png

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions for all project tools in the Financial Management product category
    • 'Standard' level permissions or higher on the Company level Reports tool
  • Additional Information:
    • All tools in the Financial Management product category have to be enabled on at least one project.
      Note: The Direct Costs tool does not need to be enabled for companies using an ERP integration.
    • This dashboard cannot be customized and does not include any dashboards that you have created. To create and customize your own dashboards, see Create a Dashboard.

Charts and Graphs

 Tip
  • You can apply one or more filters to narrow the project data used in the charts and graphs.
  • You can click on any graph or chart for more details and click on individual assets to quickly navigate to where that asset can be found in Procore.
  • Total Amount Approved Commitment Change Orders by Contract Company: This graph displays each contract company across your company's projects and the total amount of approved commitment change orders they have in all projects in your company's account.
  • Total Owner Invoice Amount by Project: This graph displays the total owner invoice amounts for each project in your company's account.
  • Total Amount Approved Commitment Change Orders by Project: This graph displays the amount of approved commitment change orders for each project in your company's account.
  • Direct Cost by Category: This pie chart displays all direct costs across your company's projects and breaks up each direct cost by category/cost type.
  • Total Amount Approved Prime Change Orders by Project:This graph displays the amount of approved prime change orders for each project in your company's account.