quality and safety icon Capital Planning

Measure what matters to see where you're headed.

Track and analyze your budgets across your portfolio and improve forecasting with capital planning software.

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“With Procore for Owners, we have a better understanding of the big picture of where we are and where we're trending.”

Allison McFaul

LaSalle

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AUTOMATED UPDATES

Streamline your capital planning process.

Update capital plans faster and more often with access to accurate information. As cost data from individual projects is entered, your capital plan is updated in real time.

Lady in an office studying computer screen

ACCURATE PLANNING

Better data. Better forecasts.

Maximize your forecasting accuracy by connecting to your portfolio financials on a single platform. Update capital plans faster and more routinely with access to historical data from one platform.

AVOID BUSY WORK

Stop searching. Start planning.

Save the time you would've spent sifting through emails and Excel documents to compile project data. Compare actual cost data directly to capital plans in Procore. Reduce version control errors and confusion to create a portfolio-wide, single source of truth.

Capital Planning tools.

Give your teams the tools they need to take control of every step of your capital planning process.

Dashboards

Keep track of all active and upcoming projects budgeted for the year.

Reports

View of how each asset is performing against budget and schedule.

Budgets

Build capital plans with variances and anticipated costs. Reforecast budgets as project costs and timelines change over time.

Allocations

Distribute budgets and costs as necessary to align with project funding.

Integrations

Manage your financial portfolio through integrations with accounting and ERP systems.

One platform for everything.

Procore connects all your people, software, and data on one platform—so everyone on your project has access to everything they need. The platform gives you the freedom to connect with hundreds of integrations. So even if we don’t build it, you can connect it.

Integrate with property management, accounting, and ERP systems.
Seamlessly pass budget and cost data directly into connected solutions.
Reduce double entry, human error, and the need to log into multiple systems.
Eliminate manual updates with access to invoice details in Portfolio Financials.