Navigating the Capital Planning Main Screen

The Capital Planning tool enables organizations to build multi-year capital plans, incorporate early cost estimates for conceptual projects, forecast planned expenditures across timelines, and align capital allocations with organizational priorities. This tutorial outlines the primary navigation controls, viewing options, and table components available on the main Capital Planning screen:

1. Top Action Bar
   

   Located at the upper-right corner of the page, these action buttons allow you to manage plan baselines, navigate onboarding tools, and share data:
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   • Create Snapshot: Saves your current capital plan so you can track version history, compare past data, and test different scenarios.

   • Submit Feedback: Opens a direct channel to submit feedback, report issues, or send suggestions directly to the product team.

   • Launch Tour: Take a quick guided walkthrough to explore key features and learn how to navigate across the interface.

   • Export: Allows you to export the current capital plan data into downloadable file formats such as CSV or Excel) for reporting and external analysis.

2. Navigation Tabs
   

   Navigation tabs allow you to seamlessly switch between your active planning workspace (Capital Plan) and the audit trail of modifications (Change History):
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   • Capital Plan: The central workspace where you manage projects, organizational structures, allocations, and budgets.

   • Change History: Track all updates made to the plan, including who made each change, when it occurred, and what values changed.

3. View, Search, & Display Controls

   These tools allow you to customize, filter, reorder, and adjust your view in the planning grid:

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   • Snapshot Selector: A dropdown menu to switch between the active plan (Current) and previously saved historical snapshots.

   • Views: Access, save, and switch between custom table configurations and column layouts.

   • Search Bar: A search box to locate specific projects, programs, or portfolio items by keyword.

   • Filters: Filter rows by specific criteria, such as Stage, Priority, Region, or Department.

   • Select a column to group: Group rows by categories such as Region, Program, or Project Type to see summary totals.

   • Configure: Show, hide, or reorder columns to customize your table view.

   • Fullscreen: Expand the planning grid to fill your screen for an uncluttered view.

4. Planning Table & Columns
   

   The main grid provides granular project-level details alongside financial metrics and categorical metadata: Show/Hide Fields

   Core Project Details & Attributes

   • Selection Checkbox : Select one or more project rows to apply batch actions.

   • Project (with Sort Arrows) : Shows the project or hierarchy name. Select the arrows to sort the list alphabetically or in reverse order

   • In Plan : Turn this toggle on to include or exclude the project in the active capital plan allocation.

   • Stage : The current project phase such as, Concept, Design, Bidding, Active.

   • Priority :The project's level of urgency, such as High, Medium, or Low.

   • Region : The project's geographic area, division, or territory.

   • Project Type The asset's category, such as Office, Industrial & Energy, or Infrastructure.

   • Department : The team or business unit responsible for the project, such as Engineering or Facilities.

   • Program: The program grouping from the Project Defaults list the project is assigned to.

   Budget & Financial Baseline Columns

   These columns allow you to compare your planning targets against live financial data synced from the Procore Standard Budget View for active projects:

   • Planned Amount (Editable) : Shows the capital cost allocated to the project.

   • Original Budget (Read-only) : The project's approved baseline budget.

   • Revised Budget (Read-only) : The project's current budget, updated to reflect approved cost adjustments, transfers, or scope changes.

   • Job to Date Costs (Read-only): The cumulative actual expenditures and costs incurred on the project through the current date.

   • Forecast to Complete (Read-only): The projected remaining cost required to complete all remaining project scope.

   • Estimated Cost at Completion (Read-only): The total projected cost of the project at closeout, calculated as the sum of Projected Costs plus the Forecast to Complete.

   • Grand Totals : A fixed row at the bottom of the grid that calculates combined totals for Planned Amount, Original Budget, and Revised Budget across all matching items.

   Cash Flow & Spend Forecasting Columns (Year / Quarter / Month)

   Capital Planning lets you map capital outflows across a multi-year horizon through configurable time period columns:

   • Fiscal Year Columns: Summarizes projected cash flow totals across your organization's custom annual financial calendar.

   • Quarterly Columns (Q1–Q4): Groups monthly figures into quarterly milestones.

   • Monthly Columns: Individual month-by-month forecasting cells where you input projected expenditures.

   • Remaining: Automatically calculates unallocated funds by subtracting Job to Date Costs and future scheduled monthly forecasts from the Planned Amount:
     Remaining = (Planned Amount - Job to Date Costs) - Sum of Future Monthly Forecasts

   Grand Totals : A fixed row at the bottom of the grid that calculates combined totals for Planned Amount and all Budget values across all matching items.