Edit a Budget Snapshot

Things to Consider

  • Required User Permissions:

    • To view all snapshots created by any user, 'Read Only' level permissions or higher on the project's Budget tool.

    • To edit a snapshot, 'Standard' level permissions or higher on the project's Budget tool.

Steps

 In Beta
Custom statuses for project status snapshots are available for the Budget and Project Status Snapshots tools. To enable this feature for all projects and users in your company account, join the Create Custom Statuses For Project Status Snapshots beta program through Procore Explore.

  1. Navigate to the project level Budget tool.

  2. From the Snapshot dropdown, select the specific snapshot you wish to modify.

  3. In the Snapshot Banner at the top of the budget, click Edit.

  4. In the Edit Snapshot window, you can update the following fields:

    • Snapshot type. Select a snapshot type (Project status or Ad hoc).

    • Name. Change the title of the snapshot.

    • Status. Select a standard status (Under Review or Approved).
      Beta Feature Select a custom status. For details on how to create a custom status, see Create a Custom Status for Project Status Snapshots.

    • Description. Adjust the internal notes or details.

  5. Click Update to save your changes.

See Also