This content is for participants in the Project Status Snapshots beta program. Learn how to join the beta in Manage Features With Procore Explore.
The Budget tool's Create Snapshot feature lets users capture snapshots of the Budget or Forecasting tab in its current state. Once captured, users can immediately view or export it to CSV or PDF.
This table details the difference between project status snapshots and ad-hoc snapshots.
Feature | Project Status Snapshots | Ad Hoc Snapshots |
|---|---|---|
Intended Use | Official reporting, formal budget reviews, and a centralized company-wide financial history. | Immediate insights, focused project analysis, and a project-level budgeting and forecasting history. |
Data Capture | Standardized, formal monthly/quarterly captures for consistent company-wide analysis. | Quick, flexible captures tailored for individual and project team needs. |
Comparison Focus | Analyze trends and variances across projects for formal reporting. | Capture specific data points to address unique project requirements. |
Historical Reference | Centralized, company-wide record for auditability and long-term analysis. | Project-level budgeting and forecasting history within the project for internal tracking. |
Impact on Formal Company Reporting | Directly contributes to the official company-wide financial historical data. | Remains within the project, without affecting official company-wide records. |
Location | Accessible in the Company-level Project Status Snapshot tool and the Budget tools' Project Status Snapshots tab. | Accessible within the snapshots feature the Project level Budget tool and omitted from official project status snapshot records. |
Export Options | CSV or PDF | CSV or PDF |
Forecasting Integration | Not Available | Available |
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