Apply the View, Snapshot, Group and Filter Options on a Budget View

Objective

To apply the view, snapshot, group and filter options on a budget view and how to export a budget view to CSV or PDF. 

Background

The Budget tool lets you create flexible, budget views that you can apply across multiple projects. It also provides you with a variety of filtering and grouping options for viewing your budget data. You'll also discover additional options for viewing budget data in full screen mode, clicking hyperlinks to drill-down into your budget's detail and the ability to export your budget view data to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Things to Consider

• Required User Permission:
  • 'Read-only' or higher on the Budget tool.
• Additional Information:
  • The Sub Jobs option in the Group and Filter lists will appear as a selection whether or not the sub jobs feature has been enabled in Procore.

Prerequisites

• Set up a New Budget View
• Create a Budget Snapshot
• (Optional) Enable Sub Jobs

Steps

• Apply a Budget View to Your Project
• View a Budget Snapshot
• Apply Group Options to Organise Your Data
• Add Filters to Narrow Your Data
• Export a Budget to CSV or PDF
• Additional Options

Add Filters to Narrow Your Data

You can add filters to narrow the data in view. Below are the options in the Add Filters list.

• Sub Job
  Select this option to filter data by the sub job(s) that you select. This filter is always visible, whether or you not have enabled sub jobs on the project. See Enable Sub Jobs.
• Budget Row Type
  Select this option and place a mark next to the Budgeted and/or Non-Budgeted row types to apply this filter. For more details, see Add a Partial Budget Line Item.
• Division
  Select this option to filter data by the divisions that you select. Each division corresponds to a section of your project specifications. See Import Spec Sections to the Admin Tool or Manually Create Divisions.
• Cost Code
  Select this option to filter data by the cost codes that you select. See Add and Edit Project Cost Codes.
• Category
  Select this option to filter data by cost types. See Set Default Cost Types. 
• Actuals By Date. Select this option to filter actuals and columns calculated with these sources for the specified date range. By default, any actuals without dates entered are also included. Actuals, in this context, can refer to unit-based quantities or actual costs, depending on the line item source. To exclude items without dates, place a mark in the Only actuals with dates checkbox on the calendar control. 
  Sources are filtered as follows:
  • Direct Costs & Direct Costs Unit Qty
    Filter direct costs between the item dates selected. See Create a Direct Cost.
  • Subcontractor Payment Applications
    Filter subcontractor payment applications between the selected date range. See Create a Payment Application on Behalf of a Subcontractor or Create and Submit a Payment Application as a Subcontractor.
  • Timecard Entry Hours
    If your company's Procore Administrator has added a 'Timesheet Hours' column to your project's budget view,  you can filter timecard entry hours between the selected date range. See Add a Budget View for Real-Time Labour Costing.
• Forecast Start Date. Select this option to filter the list by forecasted monitored resources using a start date that you select from the calendar control. See Use the Forecast to Complete Feature.
• Select one or more options from the list to narrow the data in your budget view. Click Clear Filters to remove any applied filters. 
  
  

See Also

• Set up a New Budget View
• Add a Partial Budget Line Item
• Edit an Existing Budget View
• Delete a Budget View
• Reading a Budget