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Procore (en-GB)

Create a Custom Budget Report

Objective

To create a custom report that provides a more optimized, real-time view of a project's budget.

Background

If you have 'Admin' permission on the project's Budget and Reports tool, you can use the steps below to create a custom report that includes column data from a project's Budget tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Budget tool
      AND
    • 'Admin' on the Reports tool  
  • Additional Information:

Prerequisites

Steps

  1. Navigate to the project's Budget tool.
  2. Under Custom Reports, click +New.
  3. On the Create Budget Custom Report page, do the following:
    1. Name. Enter a name for the report. This is a required field. 
    2. Columns. Place a tick next to the boxes that correspond to the data columns that you want in the report.
      Notes
      • To reposition a column in the report, grab the column by the icon and then use a drag-and-drop operation to move it to the position you want. 
      • The column at the top of the list appears on the left side of table in the report. 
      • The column at the bottom of the list appears on the right side of the table in the report. 
  4. Click Create.
    Notes:
    • To export your report to the Comma Separated Values (CSV) file format, click Export > CSV
    • To export your report to the Portable Document Format (PDF) file format, click Export > PDF.
    • To edit your report, click Edit Custom Report
    • To delete your report, click Delete.