What is Capital Planning?

Capital Planning is a company-level tool in Procore designed to offer a consolidated, real-time perspective of your complete capital portfolio. It integrates programs, projects, budgets, and monthly forecasts, thereby eliminating the need for manual spreadsheets. Procore Capital Planning provides owners and portfolio managers with a unified solution to connect strategic annual budgets with the tactical reality of monthly project execution. It transforms high-level capital plans into detailed, manageable, and actionable financial forecasts.