Create a Custom Budget Report

If you have the required user permissions listed below, you can create a custom budget report using the project's data.

• Required User Permissions:

  • 'Admin' level permissions on the project's Budget tool.
    AND

  • 'Admin' level permissions on the project's Reports tool.
    AND

  • 'Admin' level permissions on the company's Admin tool.

• Additional Information:

  • For an alternate way to create reports using data from the budget, see Create a Custom Project Report.

• Set up a Budget in a New Procore Project

• Add the Reports tool to your project. See Add and Remove Project Tools

1. Navigate to the Project level Budget tool.

2. Click the ellipsis icon.

3. Click Custom Reports from the drop-down menu.

4. Select Create New Custom Report.

5. On the Create Budget Custom Report page, do the following:

   1. Name. Enter a name for the report. This is a required field.

   2. Columns. Place a checkmark next to the boxes that correspond to the data columns that you want in the report.

       Notes

      • To reposition a column in the report, grab the column by the icon and then use a drag-and-drop operation to move it to the position you want.

      • The column at the top of the list appears on the left side of table in the report.

      • The column at the bottom of the list appears on the right side of the table in the report.

7. Click Create.

    Notes

   • To export your report to the Comma Separated Values (CSV) file format, click Export > CSV.

   • To export your report to the Portable Document Format (PDF) file format, click Export > PDF.

   • To edit your report, click Edit Custom Report.

   • To delete your report, click Delete.

• Export a Custom Project Report