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

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Objective

To learn how to use view, snapshot, group and filter options for a budget view in a project budget. 

Background

The budget view provides various filtering and grouping choices to help teams analyse their budget data. Users can view budget data in full-screen mode, click links to explore budget details and take snapshots to capture budget data for a point in time. 

Things to Consider

  • Required User Permissions:
    • 'Read Only' level permissions or higher on the project's Budget tool.
  • Additional Information:
    • The 'Sub Job' filter is always in the Group menu, even when sub jobs are off in Procore. See Enable Sub Jobs on Projects for WBS.
    • The 'Division' option in the Group and Filter menu corresponds to 'Cost Code Tier 1' in the Work Breakdown Structure.

Steps

Apply a Budget View to Your Budget

Navigate to the project's Budget tool. Then click the Budget, Budget Details or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.

budget-tab-view-menu.png

 Notes

View a Budget Snapshot

Navigate to the project's Budget tool. Then, click the Budget or Forecasting tab and select an option from the Snapshot menu. To add snapshots to this menu, see Create a Budget Snapshot.

budget-tab-snapshot-menu.png

Apply Group Options to Organise Your Data

Navigate to the project's Budget tool. Then, click the Budget, Budget Details or Forecasting tab to choose the options to apply from the Group menu. Remove groupings by clicking the 'x' next to them. The sort order can be adjusted by dragging and dropping a group with the more menu (≡) icon. To revert the grouping to the default budget view, click Reset. 

budget-tab-group-menu.png

Below are the options in the menu.

Option To filter data... To learn more...
Sub Job Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled.
Cost Code Tier 1

This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?		 Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. 
Cost Code Tier 2

This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS?		 Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. 

Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc
Cost Type Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure.

Beta  Budget Code Attributes

 Apply custom grouping options if your team created budget code attributes for the Work Breakdown Structure.

Add Filters to Narrow Your Data

Navigate to the project's Budget tool. Then, click the Budget, Budget Details, Forecasting, Budget Changes, or Change History tab choose the filtering options to apply from the Filter menu. When sub-filters exist, mark the tickboxes to apply the sub-filters you want. To clear individual filters, remove a tick or click Clear Filters to clear them all. 

budget-tab-filter-menu.png

Below are the options in the menu.

Option To filter data... To learn more, see...
Sub Job Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled.
Cost Code Tier 1

This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?		 Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. 
Cost Code Tier 2

This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS?
 		 Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. 

Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc
Cost Type Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure.
Forecast Start Date Pick a start date from the calendar.
Actuals by Date Choose this filter to see budget items within the dates you set. Knowing the source and columns in your budget view helps you understand how the 'Actuals By Date' filter works.
Budget Row Type Choose this and check the Budgeted and/or Non-Budgeted boxes to apply this filter.

Beta  Budget Code Attributes

 Apply custom filtering options if your team created budget code attributes for the Work Breakdown Structure.

Beta  Main Contract

 Select a main contract if your project has multiple main contracts.   

Beta  Notes

 Choose to show or hide budget items with notes

Additional Options

You also have these options:

  • Full screen
    Click this button to view the budget in your browser window in full screen mode. 
  • Arrows
    Click the arrows in the table to expand and collapse group summaries of your data. 
  • Tool tips
    Hover over a column's title to view details that show how the value in a column is calculated or to learn the tool source and filters for that column,. 
  • Drill-downs
    Click any budget value displayed in BLUE font to open a window showing detailed information about that value.