Edit a Forecasting View

Navigate to the Company level Admin tool.

Under 'Tool Settings', click Budget.

In the 'Forecasting Views' table, click Edit next to the desired forecasting view.

Update any of the following fields and settings:

• Header & Setup Options

  • View Name. Change the name of the view.

  • Description. Add or update the view description.

  • Forecasting Column To Spread. Select which calculated column's value to spread out over the months you have assigned to each forecasting line item from the drop-down list.

  • Actuals Column. Select a column from the drop-down list to determine how actual costs are factored into your forecasting spread.
    

    Note

    • Selecting a column updates the formula for the Remaining to Spread column in the forecasting view on the Budget tool's Forecasting page as follows:

      • Remaining to Spread = Forecasting Column To Spread - Sum of the Spread Values - Actuals Column

    • For example, if you select Job to Date Costs, the formula subtracts your job-to-date costs alongside any allocated spread values from the total forecast amount to determine the remaining balance.

  • Assigned Projects. Click the hyperlink (e.g., 0/27 Projects) to assign this view to specific or all projects. See Assign a Forecasting View to a Procore Project.

• Preview Panel & Table Controls

  • Preview with Project. Select a project from the drop-down menu to view live sample data. See Preview a Budget or Forecasting View.

  • Display Name. Click the pencil icon next to any column header to set or update the display name for this view.
    Note: The display name can be up to 50 characters long.

• Columns Panel & Customization

  • + Create. Click to create new custom columns, including:

    • Calculated Column

    • Forecast to Complete Column

    • Source Column

• Search. Enter a keyword in the Search box and click the search icon or press ENTER to find columns by name.

• Column Type. Click on the drop-down list and select one or more column types to filter columns by type.

• Reportable Column. Click to filter columns by one of the following options:

  • Yes. Select this option from the drop-down list to filter for columns included in the Single Tool budget reports.

  • No. Select this option from the drop-down list to filter for columns excluded from the Single Tool budget reports.

• Show enabled columns only. Click the toggle on icon to view only active columns.

• Enable or Disable Columns. Click the toggle on icon or the toggle off icon next to individual columns to show or hide them in the view. See Enable or Disable Columns in a Budget or Forecasting View.

• Manual Load Data. Click Load Data to refresh or load column data in the preview forecasting table manually.

Click Save.