Create a Custom Budget Report

Objective

To create a custom report that provides a more optimized, real-time view of a project's budget.

Background

If you have 'Admin' permission on the project's Budget and Reports tool, you can use the steps below to create a custom report that includes column data from a project's Budget tool. 

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the Budget tool.
    AND
  • 'Admin' level permissions on the Reports tool.
• Additional Information:
  • An alternate method for creating reports with budget data is in the project's Reports tool. See Create a Custom Project Report.

Prerequisites

• Set up a Budget in a New Procore Project
• Add the Reports tool to your project. See Add and Remove Project Tools

Steps

1. Navigate to the project's Budget tool.
2. Under Custom Reports, click +New.
3. On the Create Budget Custom Report page, do the following:
   1. Name. Enter a name for the report. This is a required field. 
   2. Columns. Place a checkmark next to the boxes that correspond to the data columns that you want in the report.
      Notes: 
      • To reposition a column in the report, grab the column by the icon and then use a drag-and-drop operation to move it to the position you want. 
      • The column at the top of the list appears on the left side of table in the report. 
      • The column at the bottom of the list appears on the right side of the table in the report. 
4. Click Create.

    Notes

   • To export your report to the Comma Separated Values (CSV) file format, click Export > CSV. 
   • To export your report to the Portable Document Format (PDF) file format, click Export > PDF.
   • To edit your report, click Edit Custom Report. 
   • To delete your report, click Delete.

Next Steps

• Export a Custom Project Report

See Also

• Create a Custom Project Report