Change the Status of a Project Status Snapshot

You can change or update the status of a project status snapshot from three locations in Procore, depending on your workflow and permissions. This can be done through the Budget and Project Status Snapshots tabs in the Project level Budget tool, or from the Company level Project Status Snapshots tool. When you change the status of a snapshot in any of these locations, it is automatically updated everywhere else.

• Required User Permissions:

  • 'Standard' level permissions or higher on the Project level Budget or Company level Project Status Snapshot tools.

Change Status from the Budget Tab in the Budget Tool

1. Navigate to the Project level Budget tool.

2. On the Budget tab, select the desired snapshot from the Snapshot drop-down list.

3. Click Edit in the top-right toolbar of the budget view.

4. In the Edit Snapshot modal, click the Status drop-down list and select a custom status.

5. Click Update to save your changes.

Change Status from the Project Status Snapshots Tab in the Budget Tool

1. Navigate to the Project level Budget tool.

2. Click the Project Status Snapshots tab.

3. Locate the desired snapshot in the table.

4. Click the snapshot's Status cell and select a custom status.

Change Status from the Project Status Snapshots Tool

1. Navigate to the Company level Project Status Snapshots tool.

2. Locate the desired snapshot in the table.

3. Click the snapshot's Status cell and select a custom status.