What source columns are available in Procore's budget or forecasting views?

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Background

In a Procore budget or forecasting view, a source column pulls source data from corresponding columns in the Financial Management tools. Some source columns also have advanced options. To configure source columns for a budget or forecasting view, see Create a budget view or Create a forecasting view.

Example

This image shows the source column configuration options in the 'Column details' panel when configuring a column. When options are available, users can select data sources from drop-down lists, mark tickboxes to select options and set applicable filter criteria from drop-down lists.

Answer

When configuring a new or existing Source Column in a Budget or forecasting view, you can mark one or more tickboxes to turn the corresponding data columns ON. Remove the ticks to turn columns OFF. Users can also configure group and filter options for source columns when available.

Column Source	Source Tool	Data Column	Group or filter options
Budget Change Production Qty	Budget	Budget Change Production Quantities	Scope Status
Budget Change Unit Quantity	Budget	Budget Change Unit Quantity	Status
Budget Changes	Budget	Budget Change Adjustments	Status Change event scope
Budgeted Production Quantity	Budget	Budgeted Production Quantity	N/A
Change Event Production Qty	Change Events	ROM (Rough Order of Magnitude)	Scope Change Event Status
Change Event Unit Qty	Change Events + Variations	Revenue ROM (Rough Order of Magnitude)	Main contract PV Scope Change Event Status
Change Event Unit Qty	Change Events + Variations	ROM (Rough Order of Magnitude)	Main contract PV Commitment cost Non-Commitment Costs Scope Change Event Status
Change Events	Change events + variations (2- or 3- tier required)	Revenue ROM (Rough Order of Magnitude)	Amount Main contract PV Scope Change Event Status
Change Events	Change events + variations (2- or 3- tier required)	ROM (Rough Order of Magnitude)	Main contract PV Commitment Cost Non-Commitment Costs RFQ RFQ Status Change Event Status Scope
Change Events	Change Events	Budget ROM (Rough Order of Magnitude)	Budget Changes
Change Events	Change events + variations (2- or 3- tier required)	RFQ (Request for Quote)	Main contract PV Commitment cost Non-Commitment Costs Scope Change event status RFQ Status
Change Events	Change Events	Change Event Latest Cost	Amount Scope Change Event Status
Change Events	Change Events	Change Event Latest Price	Amount Scope Change Event Status
Commitment	Commitments	Subcontracts	Status
Commitment	Commitments	Purchase Order Contracts	Status
Commitment	Commitments	Variations (CVs) Advanced options: variation requests and potential variations can be filtered by status or scope.	Status Scope
Direct Costs	Direct Costs	Direct Costs	Type Status
Direct Costs Unit Qty	Direct Costs	Direct Costs Unit Quantity	Type Status
Equipment Timecard Hours	Equipment	Equipment Timecard Hours	N/A
ERP Job Costs	ERP Integrations	ERP Job to Date Costs ERP Commitment Invoiced ERP original budget ERP current budget	N/A
Installed Production Quantity	Budget	Installed Production Quantity	N/A
Owner Payment Applications	Main Contracts	Owner Payment Applications	Amount Markup Status
Main Contracts	Main Contracts	Main Contracts	Status
Main Contracts	Main Contracts + Variations	Variations (MCVs) advanced options: Variation requests and potential variations can be filtered by status or scope.	Status Scope
Main Production Qty	Main Contracts + Variations	Variations production quantity Advanced options: Variation requests production quantity and potential variations production quantity can be filtered by status or scope.	Status Scope
Main Unit Qty	Main Contracts + Variations	Variations (MCVs) unit quantity Advanced options: Variation requests unit quantity and potential variations unit quantity can be filtered by status or scope.	Status Scope
Production Quantities	Budget	Budget production quantity	N/A
Production Quantities	Budget	Budget Change Production Quantities	Scope Status
Production Quantities	Main Contracts + Variations	Main contract variations production quantity Advanced options: Main contract variation request production quantity and main contract PV production quantity can be filtered by status or scope.	Status Scope
Production Quantities	Change Events	Change event production quantity rough order of magnitude	Scope Change Event Status
Production UOM	Budget	Budgeted Production UOM	N/A
Subcontractor Payment Applications	Commitments	Subcontractor Payment Applications	Amount Markup Status
Timecard Entry Hours	Timecard	Timecard Entry Hours	Status

Background

Answer

See Also