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Procore

Generate a Project Status Report in Portfolio Financials and Capital Planning

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To generate a Project Status Report in Portfolio Financials and Capital Planning.

Background

The Project Status Report is a report showing the status of all your projects in Procore, grouped by market, building, and project type. When you generate a project status report, a PDF of the report is generated and downloads to your computer. The data points in the report are fixed, and offer a similar overview to the Project Dashboard. 

Things to Consider

  • Required User Permissions:
    • 'Full Access' to the project or higher.
      Note: Users with 'Full Access' permissions can only generate a Project Status Report for the projects they have access to.

Steps

  1. From the Dashboard, click the Reporting tab.
  2. Click the Project Status Report tab.
  3. Optional: Fill out any of the following fields to filter the report:
    • Building
    • Year
    • Region/Market
    • Stage
    • Group By
  4. Click Generate My Report.
  5. The PDF report automatically downloads to your computer. 

Demo

project-status-report.gif