Apply the View, Snapshot, Group and Filter Options on a Budget View
Objective
To learn how to use view, snapshot, group, and filter options for a budget view in a project budget.
Background
The budget view provides various filtering and grouping choices to help teams analyze their budget data. Users can view budget data in full-screen mode, click links to explore budget details, and take snapshots to capture budget data for a point in time.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the project's Budget tool.
- 'Read Only' level permissions or higher on the project's Budget tool.
- Additional Information:
- The 'Sub Job' filter is always in the Group menu, even when sub jobs are off in Procore. See Enable Sub Jobs on Projects for WBS.
- The 'Division' option in the Group and Filter menu corresponds to 'Cost Code Tier 1' in the Work Breakdown Structure.
Prerequisites
Steps
Apply a Budget View to Your Budget
Things to Consider
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Required User Permissions:
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'Admin' on the Company Admin tool.
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Additional Information:
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To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.
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To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.
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Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.
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For companies using the
ERP Integrations tool:-
If your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your Integrated ERP System. See Which ERP integrations are supported by Procore? for details about your specific ERP connector.
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Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an Accounting Approver. See Send a Budget to ERP Integrations for Accounting Acceptance.
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Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.
Notes
- Procore offers company accounts several standard budget views. See What are Procore's standard budget views?
- Your company can create custom budget views or modify existing views. For details, see Set up a New Budget View.
View a Budget Snapshot
Navigate to the project's Budget tool. Then, click the Budget or Forecasting tab and select an option from the Snapshot menu. To add snapshots to this menu, see Create a Budget Snapshot.
Apply Group Options to Organize Your Data
Navigate to the project's Budget tool. Then, click the Budget, Budget Details, or Forecasting tab to choose the options to apply from the Group menu. Remove groupings by clicking the 'x' next to them. The sort order can be adjusted by dragging and dropping a group with the more menu (≡) icon. To revert the grouping to the default budget view, click Reset.
Below are the options in the menu.
| Option | To filter data... | To learn more... |
|---|---|---|
| Sub Job | Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled. | |
| Cost Code Tier 1 This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS? |
Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. | |
| Cost Code Tier 2 This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS? |
Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc |
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| Cost Type | Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure. | |
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Apply custom grouping options if your team created budget code attributes for the Work Breakdown Structure. |
Add Filters to Narrow Your Data
Navigate to the project's Budget tool. Then, click the Budget, Budget Details, Forecasting, Budget Changes, or Change History tab choose the filtering options to apply from the Filter menu. When sub-filters exist, mark the checkboxes to apply the sub-filters you want. To clear individual filters, remove a checkmark or click Clear Filters to clear them all.
Below are the options in the menu.
| Option | To filter data... | To learn more, see... |
|---|---|---|
| Sub Job | Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled. | |
| Cost Code Tier 1 This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS? |
Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. | |
| Cost Code Tier 2 This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS? |
Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc |
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| Cost Type | Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure. | |
| Forecast Start Date | Pick a start date from the calendar. | |
| Actuals by Date | Choose this filter to see budget items within the dates you set. Knowing the source and columns in your budget view helps you understand how the 'Actuals By Date' filter works. | |
| Budget Row Type | Choose this and check the Budgeted and/or Non-Budgeted boxes to apply this filter. | |
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Apply custom filtering options if your team created budget code attributes for the Work Breakdown Structure. | |
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Select a prime contract if your project has multiple prime contracts. | |
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Choose to show or hide budget items with notes |
Additional Options
You also have these options:
- Full screen
Click this button to view the budget in your browser window in full screen mode. - Arrows
Click the arrows in the table to expand and collapse group summaries of your data. - Tool tips
Hover over a column's title to view details that show how the value in a column is calculated or to learn the tool source and filters for that column,. - Drill-downs
Click any budget value displayed in BLUE font to open a window showing detailed information about that value.