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Add the Unit-Based Columns to a Procore Budget View

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Objective

To create and configure budget view columns for the unit-based financial feature and add those columns to the 'Procore Standard Budget' view. 

Background

The following source columns can be added to Procore's non-ERP Standard Budget views:

  • Standard Budget Columns
    Before you can track productivity on your budget, you must first set up three columns on the budget view that you want to use:
  • Source Columns
    • Change Event Unit Qty (which can be used as filters for Rough Order of Magnitude (ROM) and Revenue ROM)
    • Direct Costs Unit Qty
    • Main Unit Qty
    • Timecard Entry Hours
  • Calculated Columns
    In addition to being able to create calculated columns with the unit-based columns listed above, there is also a new 'Number' column. The 'Number' column treats entries in the column as a number value, rather than a currency or percentage value. For example, if you create this column on your budget and then enter the number 10 as an entry in this column, you can use that number as a multiplier in a budget line calculation (for example, $1,000 times 10 equals $10,000). For more information about creating calculated columns, see Set Up a New Budget View.

Things to Consider

  • Required User Permissions:
    • 'Admin' on the company's Admin tool. 
  • For companies using the ERP Integrations tool:
    • If you add the unit-based columns to the Procore ERP Direct Cost Budget or any ERP-integrated views, keep in mind that syncing the unit-based columns is NOT currently supported by Procore's integrated ERP systems.

Prerequisites

Steps

  1. Navigate to the company's Admin tool.
  2. Under Tool Settings, click Budget.
  3. Click Set Up New Budget View.
  4. Under Standard Views, select any non-ERP view in the list. 
  5. Click Create. 
  6. Click Configure Columns.
  7. Under the Standard columns list, place a tick next to the Budget Unit Cost, Budget UOM, and Budget Unit Qty.
  8. Choose one of these options to create a Source column:
    • Click Create Source Column. 
      OR
    • Click Create at the top right and choose Source from the drop-down menu.
  9. Complete this data entry:
    • Column Name. Type a name for your new column.
    • Column Source. Select a Unit Quantity column from the drop-down list. For a list of fields, see Background above. 
  10. Configure options for the column you selected by marking the check boxes for the column.
  11. Click Create.
  12. Click the X button to close the window when you are done working with it. The new column will now appear on your budget view and it will also be available to create calculated columns in reports.