Portfolio Financials

FINANCIAL PORTFOLIO MANAGEMENT SOFTWARE

Everything your spreadsheets can’t do.

See the numbers behind your projects and analyze performance across your portfolio.

ANALYZE DATA

Put your information to work.

Track asset performance, measure project costs, compare bids, and aggregate performance insights across your entire portfolio. Gain an at-a-glance view of each asset in addition to individual cost items.

Analyze cost variances at any level
Evaluate bid details side-by-side
Compare bids, change orders, and invoices

SAVE TIME

The ROI your team can see.

Manage your financial portfolio in one place to help reduce administrative burden. By directly submitting change orders and invoices through the platform, you can reduce approval time and keep payments from slipping through the cracks.

Minimize manual data entry
Monitor payments and approvals
Easily share templates

STREAMLINE

Invest in what’s working. Improve what’s not.

Identify areas of improvement and enhance future performance with our cost management software. Request bids and select contractors or vendors during preconstruction to connect every phase of the project on one platform.

Reduce project setup time
Standardize your reporting
Simplify approvals and control costs

“I’ve always thought, how do we get 10% better results out of $250M in spend? We have an expression at Oxford—faster, better, cheaper. There always has to be a better way. This tool gives us a better way.”

Michael Turner

Oxford Properties

Financial Portfolio Management Tools

Give your teams the tools they need to take control of every step of your construction projects.

Budgets

Build project budgets with variances and anticipated costs.

Bidding

Send RFPs, compare and level bids side-by-side, and award contracts.

Cost Tracking

Manage your contracts and see how costs are tracking against budget in real time, while eliminating manual data entry.

Reports

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

Dashboards

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

Approvals

Give approvers the insights needed to make accurate and timely contract, invoice and change order approvals.

Allocations

Distribute budgets and commitments to align with project funding.

Multi-currency support

Support multiple currencies within all financial components.

One construction management platform for everything.

Work more efficiently, communicate better, and build faster from a single source of truth. See how you can do more on the leading construction management platform.

Explore the Platform

Tap into 300+ integrations and apps you love working with.

If we don’t build it, chances are, there’s an app or integration for it on our marketplace. So you can work the way you want to, all without ever leaving Procore.

Explore All Integrations