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quality and safety icon  Portfolio Financials

Everything your spreadsheets can't do.

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

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“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

President, Oxford Properties

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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

Portfolio Financial Tools

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

Portfolio Financials Pro
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.

Integrations

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

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Multi-currency support

Support multiple currencies within all financial components.

Portfolio Financials Starter
Budgets

Build project budgets with variances and anticipated costs.

Bidding

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

Cost Tracking

See how actual 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.

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.

Integrations for Owners

MRI Yardi JD Edwards AvidXCHANGE

See Portfolio Financials—up close and in action.

Schedule a personal walkthrough with one of our product experts.

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© 2020 Procore Technologies, Inc.