Overview
The Budget and Forecasting: Columns Studio feature provides a streamlined experience for managing financial data. In this new experience, budget and forecasting views are decoupled from columns, allowing users to create columns independently and assign them to specific views. This update improves visibility by clearly distinguishing between Procore standard-defined columns and custom columns, while reducing the effort required to duplicate data.
Things to Consider
Company-Level Feature.
This configuration is managed at the Company level.
Reporting Changes.
The "Procore Reporting View" no longer controls data flow to Single Tool reports. Users must now select columns for reporting while configuring settings in the 'Column Details' panel (up to 60 columns).