Add Columns to a Budget View for ERP Job Cost Transaction Detail

A Budget View defines the column layout in the Budget tool. Procore includes four default views, which you can use as is, customize, or supplement by creating additional views.. For instructions, see Set up a New Budget View.

If you plan to use ERP Integrations' job cost transaction syncing, you want to add the recommended columns to relevant budget view(s) and complete the following steps.

• Required User Permissions:

  • 'Admin' on the Company Admin tool.
    AND

  • Use the 'View Direct Cost Details' granular permission in your templates to control which users can click a value in the 'Direct Costs' column to view job cost transaction details in the Budget tool. See Grant Granular Permissions in a Permission Template.

• Requirements:

  • Enable these Project Tools:

    • Budget Tool

    • Direct Costs Tool

  • Enable job cost transaction syncing on your project. See Enable ERP Job Cost Transaction Syncing on a Procore Project.

  • Set up the desired budget view(s) for your ERP-integrated project. See Set up a New Budget View and Which budget views should I add to my projects?

1. Navigate to the Company Admin tool.

2. Under Tool Settings, click Budget.

3. Locate the budget view that you want to modify. Then click that budget view in the list. In this example, we will modify the Procore ERP Budget view.

4. Under Column Configuration, click Configure Columns.
   This opens the 'Configure Columns' window. Continue with the next steps.

Step 1: Add an 'ERP JTD Cost Details' Source Column

The first step is to create an 'ERP Job to Date (JTD) Cost Details' source column.

1. In the 'Configure Columns' window, click Create Source Column.

2. Under New Source Column, do the following:

   1. Column Name. Enter a name for the new column name.
      For example, type: ERP JTD Cost Details

   2. Column Source. Select Direct Costs at the source category from the drop-down list.

   3. Direct Costs. Place a checkmark in this box. Then, in the boxes that appear:

      • Type. Place a checkmark in the Invoice, Expense, Payroll, and Subcontractor Invoices boxes.
        Note: The Subcontractor Invoices checkbox is only visible when:

        • Your Procore Administrator has enabled the job cost transaction syncing feature for ERP Integrations.

        • Job cost transaction syncing is enabled on one (1) project in your company account. See Enable ERP Job Cost Transaction Syncing on a Procore Project.

      • Status. Place a checkmark in one or more boxes to limit the details to items in the selected status. In this example, we have selected Approved. However, your choices include: Draft, Pending, Revise and Resubmit, and/or Approved.
        
        
        

3. Choose from these options:

   • If this is a new column, click Create.

   • If this is an existing column but you want to save the new settings to a new column, click Save as New.

   • If this is an existing column and you want to save the new settings, click Update.

Step 2: Add a 'Direct Costs' Source Column

The next step is to create a 'Direct Costs' source column.

1. In the 'Configure Columns' window, click Create Source Column.

2. Under New Source Column, do the following:

   1. Column Name. Enter a name for the new column name.
      For example, type: Direct Costs

   2. Column Source. Select Direct Costs at the source category from the drop-down list.

   3. Direct Costs. Place a checkmark in this box. Then, in the boxes that appear:

      • Type. Place a checkmark in the Invoice, Expense, and Payroll boxes.
        Note: Always ensure that you remove the checkmark in the Subcontractor Invoices box.

      • Status. Place a checkmark in one or more boxes to limit the details to items in the selected status. In this example, we have selected Approved. However, your choices include: Draft, Pending, Revise and Resubmit, and/or Approved.
        
        
        

3. Choose from these options:

   • If this is a new column, click Create.

   • If this is an existing column and you want to save the new settings, click Update.

   • If this is an existing column but you want to save the new settings to a new column, click Save as New.

Step 3: Add a 'Commitment Invoices' Source Column

The final step is to create a 'Commitment Invoices' source column.

1. In the 'Configure Columns' window, click Create Source Column.

2. Under New Source Column, do the following:

   1. Column Name. Enter a name for the new column name.
      For example, type: Sub

   2. Column Source. Select Subcontractor Invoices at the source category from the drop-down list.

   3. Direct Costs. Place a checkmark in this box. Then, in the boxes that appear:

      • Type. Place a checkmark in the Subcontractor Invoices box.

      • Income Options. Choose one of the options buttons for Gross or Net (Gross less Retainage). In this example, we kept the default setting of Gross. However, you can choose the best option for your project's budget.

      • Status. Place a checkmark in one or more boxes to limit the details to items in the selected status. In this example, we have selected Approved. However, your choices include: Draft, Pending, Revise and Resubmit, and/or Approved.
        
        
        

3. Choose from these options:

   • If this is a new column, click Create.

   • If this is an existing column and you want to save the new settings, click Update.

   • If this is an existing column but you want to save the new settings to a new column, click Save as New.