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

Background

In a Procore budget 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 view, see Set up a New Budget View.

Example

This image shows the Source Column configuration options in the Configure Columns window when configuring a budget view. When options are available, users can mark checkboxes to select columns, choose options to group settings, and mark checkboxes to apply filter options.

configure-columns-example.png

Answer

When configuring a new or existing Source Column in a budget 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

Status Scope

Budget Change Unit Quantity

Budget

Budget Change Unit Quantity

Status

Budget Changes

Budget

Budget Change Adjustments

Status Scope

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 Events + Change Orders

ROM (Rough Order of Magnitude)

Amount Prime PCO Scope Change Event Status

Change Events

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

Revenue ROM (Rough Order of Magnitude)

Prime PCO Scope

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

ROM (Rough Order of Magnitude)

Amount Prime PCO Scope Change Event Status

Change Events

Budget ROM (Rough Order of Magnitude)

Budget Changes Scope Change Event Status

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

Non-Commitment Costs

Scope Change Event Status

Change Events

Change Event Latest Cost

Scope Change Event Status

Change Events

Change Event Latest Price

Scope Change Event Status

Commitment

Commitments

Subcontracts

Status

Commitments

Purchase Order Contracts

Status

Commitments

Change Orders Advanced Option: 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

Gross or Net With Markup Status

Prime Contract

Prime Contracts

Prime Contracts

Status

Prime Contracts + Change Orders

Change Orders Advanced Option: Potential Change Orders

Status Scope

Prime Production Qty

Prime Contracts + Change Orders

Change Orders Production Quantity Advanced Option: Potential Change Orders Production Quantity

Status Scope

Prime Unit Qty

Prime Contracts + Change Orders

Change Orders Unit Quantity Advanced Option: Potential Change Orders Production Quantity

Status Scope

Production Qty

Budget

Budgeted Production Quantity

N/A

Production UOM

Budget

Budgeted Production UOM

N/A

Subcontractor Invoices

Commitments

Subcontractor Invoices

Gross or Net (Gross Less Retainage) Status

Timecard Entry Hours

Timecard

Timecard Entry Hours

Status

See Also

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