Create a New Budget View
Things to Consider
Required User Permissions:
'Admin' on the Company Admin tool.
Additional Information:
To set up a budget view for real-time labor productivity, see Resource Tracking and Project Financials: Setup Guide.
To set up a labor productivity cost budget view, see Set Up the Procore Labor Productivity Cost Budget View.
Any user with 'Read Only' permission or higher on the Budget tool has access permission to apply the view to a project's budget. See Apply the View, Snapshot, Group, and Filter Options on a Budget or Forecasting View.
For companies using the
ERP Integrations tool: Show/HideIf your company account is using the ERP Integrations tool, Procore automatically provides you with a budget view for your integrated ERP system. See Things to Know About Your ERP Integration for details about your specific ERP connector.
Any custom budget views that you create for an ERP Integration must contain all of the required ERP data columns. This ensures that Procore can send the required budget data to the company's ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver. See Send a Budget to ERP Integrations for Accounting Acceptance.
Required User Permission:
To add or edit a budget view, 'Admin' on the Company Admin tool.
Note: Your company's Procore account must be using Procore's Project Financials and Resource Tracking tools.
Navigate to the Company Admin tool.
Under Tool Settings, click Budget.
Click Set Up New Budget View.
Under Standard Views, highlight Procore Labor Productivity Cost.
Click Create.
Name your view as follows:
View Name. Enter a name for your new view. In this example, we named it: Labor Productivity Cost
View Description. Enter a description for your view. In this example, we entered: Recommended view for labor cost productivity report
Click Configure Columns. This opens the Configure Columns window pictured below.
