What source columns are available in Procore's budget or forecasting views?

Background

In a Procore budget or forecasting view, a source column pulls source data from corresponding columns in the Financial Management tools. Some Source Columns also have Advanced Options. To configure source columns for a budget or forecasting view, see Create a Budget View or Create a Forecasting View.

Example

This image shows the Source Column configuration options in the 'Column Details' panel when configuring a column. When options are available, users can select data sources from drop-down lists, mark checkboxes to select options, and set applicable filter criteria from drop-down lists.

Answer

When configuring a new or existing Source Column in a budget or forecasting view, you can mark one or more checkboxes to turn the corresponding data columns ON. Remove the checkmarks to turn columns OFF. Users can also configure group and filter options for source columns when available.

Column Source

Source Tool

Data Column

Group or Filter Options

Budget Change Production Qty

Budget

Budget Change Production Quantities

  • Scope

  • Status

Budget Change Unit Quantity

Budget

Budget Change Unit Quantity

Status

Budget Changes

Budget

Budget Change Adjustments

  • Status

  • Change Event Scope

Budgeted Production Quantity

Budget

Budgeted Production Quantity

N/A

Change Event Production Qty

Change Events

ROM (Rough Order of Magnitude)

  • Scope

  • Change Event Status

Change Event Unit Qty

Change Events + Change Orders

Revenue ROM (Rough Order of Magnitude)

  • Prime PCO

  • Scope

  • Change Event Status

Change Event Unit Qty

Change Events + Change Orders

ROM (Rough Order of Magnitude)

  • Prime PCO

  • Commitment Costs

  • Non-Commitment Costs

  • Scope

  • Change Event Status

Change Events

Change Events + Change Orders (2- or 3- tier required)

Revenue ROM (Rough Order of Magnitude)

  • Amount

  • Prime PCO

  • Scope

  • Change Event Status

Change Events

Change Events + Change Orders (2- or 3- tier required)

ROM (Rough Order of Magnitude)

  • Prime PCO

  • Commitment Cost

  • Non-Commitment Costs

  • RFQ

  • RFQ Status

  • Change Event Status

  • Scope

Change Events

Change Events

Budget ROM (Rough Order of Magnitude)

Budget Changes

Change Events

Change Events + Change Orders (2- or 3- tier required)

RFQ (Request for Quote)

  • Prime PCO

  • Commitment Costs

  • Non-Commitment Costs

  • Scope

  • Change Events Status

  • RFQ Status

Change Events

Change Events

Change Event Latest Cost

  • Amount

  • Scope

  • Change Event Status

Change Events

Change Events

Change Event Latest Price

  • Amount

  • Scope

  • Change Event Status

Commitment

Commitments

Subcontracts

Status

Commitment

Commitments

Purchase Order Contracts

Status

Commitment

Commitments

Change Orders (CCOs)
Advanced Options: Change Order Requests and Potential Change Orders can be filtered by Status or Scope.

  • Status

  • Scope

Direct Costs

Direct Costs

Direct Costs

  • Type

  • Status

Direct Costs Unit Qty

Direct Costs

Direct Costs Unit Quantity

  • Type

  • Status

Equipment Timecard Hours

Equipment

Equipment Timecard Hours

N/A

ERP Job Costs

ERP Integrations

  • ERP Job to Date Costs

  • ERP Commitment Invoiced

  • ERP Original Budget

  • ERP Current Budget

N/A

Installed Production Quantity

Budget

Installed Production Quantity

N/A

Owner Invoices

Prime Contracts

Owner Invoices

  • Amount

  • Markup

  • Status

Prime Contracts

Prime Contracts

Prime Contracts

Status

Prime Contracts

Prime Contracts + Change Orders

Change Orders (PCCOs) Advanced Options:
Change Order Requests and Potential Change Orders can be filtered by Status or Scope.

  • Status

  • Scope

Prime Production Qty

Prime Contracts + Change Orders

Change Orders Production Quantity Advanced Options: Change Order Requests Production Quantity and Potential Change Orders Production Quantity can be filtered by Status or Scope.

  • Status

  • Scope

Prime Unit Qty

Prime Contracts + Change Orders

Change Orders (PCCOs) Unit Quantity Advanced Options:
Change Order Requests Unit Quantity and Potential Change Orders Unit Quantity can be filtered by Status or Scope.

  • Status

  • Scope

Production UOM

Budget

Budgeted Production UOM

N/A

Subcontractor Invoices

Commitments

Subcontractor Invoices

  • Amount

  • Markup

  • Status

Timecard Entry Hours

Timecard

Timecard Entry Hours

Status

See Also

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