What source columns are available in Procore's budget views?
Background
In a Procore budget 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 view, see Set up a New Budget View.
Example
This image shows the Source Column configuration options in the Configure Columns window when configuring a budget view. When options are available, users can mark tickboxes to select columns, choose options to group settings and mark tickboxes to apply filter options.
Answer
When configuring a new or existing Source Column in a budget 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 | Status Scope |
| Budget Change Unit Quantity | Budget | Budget Change Unit Quantity | Status |
| Budget Changes | Budget | Budget Change Adjustments | Status Scope |
| 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 PV Scope |
| Change Events + Variations | ROM (Rough Order of Magnitude) | Amount Main PV Scope Change Event Status |
|
| Change Events | Change Events + Variations (2- or 3- tier required) |
Revenue ROM (Rough Order of Magnitude) | Main PV Scope |
| Change Events + Variations (2- or 3- tier required) |
ROM (Rough Order of Magnitude) | Amount Main PV Scope Change Event Status |
|
| Change Events | Budget ROM (Rough Order of Magnitude) | Budget Changes Scope Change Event Status |
|
| Change Events + Variations (2- or 3- tier required) |
RFQ (Request for Quote) | Main PV Commitment Costs Non-Commitment Costs Scope Change Events Status RFQ Status |
|
| Change Events | Non-Commitment Costs | Scope Change Event Status |
|
| Change Events | Change Event Latest Cost | Scope Change Event Status |
|
| Change Events | Change Event Latest Price | Scope Change Event Status |
|
| Commitment | Commitments | Subcontracts | Status |
| Commitments | Purchase Order Contracts | Status | |
| Commitments | Variations Advanced Option: 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 Issued ERP Original Budget ERP Current Budget |
N/A |
| Installed Production Quantity | Budget | Installed Production Quantity | N/A |
|
|
Main Contracts | Owner Payment Applications | Gross or Net With Markup Status |
| Main Contract | Main Contracts | Main Contracts | Status |
| Main Contracts + Variations | Variations Advanced Option: Potential Variations |
Status Scope |
|
| Main Production Qty | Main Contracts + Variations | Variations Production Quantity Advanced Option: Potential Variations Production Quantity |
Status Scope |
| Main Unit Qty | Main Contracts + Variations | Variations Unit Quantity Advanced Option: Potential Variations Production Quantity |
Status Scope |
| Production Qty | Budget | Budgeted Production Quantity | N/A |
| Production UOM | Budget | Budgeted Production UOM | N/A |
| Subcontractor Payment Applications | Commitments | Subcontractor Payment Applications | Gross or Net (Gross Less Retention) Status |
| Timecard Entry Hours | Timecard | Timecard Entry Hours | Status |