Welcome to our new support center!

Welcome to our new support center! Here, you will find answers to all your questions about Procore products and features—more easily than ever before. This is now the only support site for Procore. The previous site (support.procore.com) is now obsolete and will no longer be updated.

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  1. Support Home
  2. Capital Planning (Company Level)
  3. Tutorials

Capital Planning (Company Level)

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  • Tutorials
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  • Overview
  • Tutorials
  • FAQ/Troubleshooting
  • Permissions
  • Diagrams

Tutorials

Getting Started

  • Customize the Grid View in Capital Planning
  • Navigating the Capital Planning Main Screen

Configure Settings

  • Configure and View Capital Planning Hierarchies
  • Configure Capital Planning Settings

Manage Capital Planning

  • Capital Planning Table
  • Configure and Export the Capital Plan
  • Create and View Snapshots
  • Create Company Saved Views
  • Create Personal Saved Views
  • Program Setup for Capital Planning
  • Set Planned Amounts & Budget Line Items
  • Switch Between Tree View and List View
  • View Change History
  • View Concept Columns in Capital Planning

View and Organize the Capital Plan

  • View and Manage Projects in Capital Planning
  • View Company Saved Views

Manage Budgets, Planned Amounts, and Variances

  • Configure Concept Columns
  • Manage Advanced Forecasting and Budgeting

Export and Configure Settings

  • Export the Capital Plan

Procore is committed to advancing the construction industry by improving the lives of people working in construction, driving technology innovation, and building a global community of groundbreakers. Our connected global construction platform unites all stakeholders on a project with unlimited access to support and a business model designed for the construction industry.

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