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Apply the View, Group and Filter Options on the Budget Detail Tab

Objective

To apply the view, group, and filter options on the Budget Detail tab and how to export that data to CSV or PDF. 

Background

The Budget tool lets you create flexible, budget views that you can apply across multiple projects. It also provides you with a variety of filtering and grouping options for viewing your budget data. You'll also discover additional options for viewing budget data in full-screen mode, clicking hyperlinks to drill-down into your budget's detail and the ability to export your budget view data to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Budget tool.
  • Additional Information:
    • The Sub Jobs option in the Group and Filter lists appear as a selection whether or not the Sub Jobs feature is enabled in Procore.

Steps

Apply a Budget View to Your Project

  1. Navigate to the project's Budget tool.
  2. Select a budget view from the View list. For a view to appear in this list, your Procore Administrator must complete the steps to Assign a Budget View to a Project.

    view-budget-view.png
     Notes
    • Procore provides company accounts with a number of standard views that can be used.
    • Your company's Procore Administrator can also create new views and customize existing ones using the Company Admin tool. For instructions, see Set up a New Budget View

Apply Group Options to Organize Your Data

  1. Navigate to the project's Budget tool.
  2. Click the Budget Detail tab.
  3. Select one or more options from Add Group drop-down list:
    • Sub Job
    • Division
    • Cost Code
    • Vendor 
    • Detail Type
 Tips
  • You can apply one or more group filters. 
  • To remove any or all filters, click the x next to the selected menu option.
  • To change the sort order of an applied filter, grab the selection by the hamburger button and use a drag-and-drop operation to move it to the desired sort position.
  • To reset the group filter to the default setting for the budget view (i.e., Sub Job, Division, and Cost Code), click Reset
  • Keep in mind that the Sub Job filter always appears in the Group menu, whether or you not have enabled sub jobs on the project. See Enable Sub Jobs.

Add Filters to Narrow Your Data

You can add filters to narrow the data in the view. Below are the options in the Add Filters list.

  • Sub Job
    Select this option to filter data by the sub job(s) that you select. This filter is always visible, whether or you not have enabled sub jobs on the project. See Enable Sub Jobs.
  • Division
    Select this option to filter data by the divisions that you select. Each division corresponds to a section of your project specifications. See Import Spec Sections to the Admin Tool or Manually Create Divisions.
  • Cost Code
    Select this option to filter data by the cost codes that you select. See Add and Edit Project Cost Codes.
  • Cost Type
    Select this option to filter data by cost types. See Set Default Cost Types
  • Vendor
    Select this option to filter data by company name. 
  • Detail Type
    Select this option to filter data by the type of detail. For example, you can filter your data to only show budget modifications, change event line items, and more. 

Export a Budget to CSV or PDF

Click Export > CSV or Export > PDF to open a CSV or PDF version of the budget in a separate browser window. The CSV will show all available rows and columns in the budget view. Any groups or filters applied to the view will be applied only to the PDF file.

 

If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.