- Intro
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The Value of the Portfolio Planning Tool 10 min
- Using the Portfolio Planning Tool
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Portfolio Planning Overview 3 min
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Portfolio Planning Templates 3 min
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Convert Portfolio Planning Project to Portfolio Tool 2 min
- Review & Resources
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Portfolio Planning Resources & Review 10 min
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Conclusion
Portfolio Planning -- Owner
View and manage your new opportunities preliminarily and decide if they are worth pursuing
Procore's Company level Portfolio Planning tool, also known as Bid Board, allows you to easily view and manage your new opportunities preliminarily and decide if they are worth pursuing even before creating a project in the Company level Portfolio. Once a project is determined worth pursuing, you can convert it to Company Level Portfolio in order to take advantage of all tools within Procore.
- Portfolio planning allows you to create new projects to assess costs, identify project needs, and plan ahead to understand spend and long-term financial impacts so you can better understand an opportunity’s ROI.
- Easily move projects from portfolio planning into the course of construction.
- All Procore Bid invites from all solicitors will be displayed.
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