Create a Direct Entry Column (Beta)
Beta - Coming Soon
Budget and Forecasting: Worksheet Columns (Beta) starts rolling out in Procore Explore on October 21, 2026, and will be available to all accounts by March 2027.
Background
A Direct Entry column is a custom column type that allows users to manually enter or bulk-import values into cells within a budget view. Direct Entry columns support multiple formats, such as Currency, Number, Percent, and Quantity.
Things to Consider
Required User Permissions:
'Admin' level permissions on the Company level Admin tool.
Additional Information:
You can add up to 60 direct entry columns to a single budget or forecasting view. See Enable or Disable Columns in a Budget or Forecasting View.
Steps
Create a Direct Entry Column from the Columns Page
Show / Hide Steps
Navigate to the Company level Admin tool.
Under 'Tool Settings', click Budget.
Select the Columns tab.
Click + Create and select Direct Entry Column.
Select a data format for the direct entry column's output from the drop-down list:
Currency. Displays values with standard monetary formatting and two decimal places. For example, $2,400,999.00.
Number. Displays values as whole numbers. For example, 2,400,000.
Percent. Displays values as percentages. For example, 240,000,000.00%.
Quantity. Displays values as numerical amounts. For example, 995.00 lf.
Under 'General Information', configure the following:
Default Column Name. Enter a name for the direct entry column.
Note: You can assign a different display name when managing a budget or forecasting view.Enable import from Excel. Mark this checkbox to allow users to bulk-import values via an Excel file.
Under 'Data Display', configure the following:
Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
Note: By default, subtotals and grand totals are displayed. Available for numerical formats (Currency, Number, and Quantity).Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values within this column based on cost types.
When cost type. Select Includes or Excludes from the drop-down menu.
value of. Select one or more cost types from the drop-down list.
Click Create.
The new direct entry column will appear in the Columns list.
Create a Direct Entry Column from the Budget View Page
Show / Hide Steps
On the 'Budget View' page, click + Create in the Columns panel.
Select Direct Entry Column.
Select a data format for the direct entry column's output from the drop-down list:
Currency. Displays values with standard monetary formatting and two decimal places. For example, $2,400,999.00.
Number. Displays values as whole numbers. For example, 2,400,000.
Percent. Displays values as percentages. For example, 240,000,000.00%.
Quantity. Displays values as numerical amounts. For example, 995.00 lf.
Under 'General Information', configure the following:
Default Column Name. Enter a name for the direct entry column.
Note: You can assign a different display name when managing a budget or forecasting view.Enable import from Excel. Mark this checkbox to allow users to bulk-import values via an Excel file.
Under 'Data Display', configure the following:
Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
Note: By default, subtotals and grand totals are displayed. Available for numerical formats (Currency, Number, and Quantity).Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values within this column based on cost types.
When cost type. Select Includes or Excludes from the drop-down menu.
value of. Select one or more cost types from the drop-down list.
Click Create.
NoteThe new direct entry column is enabled by default in the budget view. You can toggle its visibility on or off using the toggle switch in the panel. See Enable or Disable Columns in a Budget or Forecasting View.
The new direct entry column will automatically appear on the far right of the budget view table in the project's Budget tool.
Create a Direct Entry Column from the Forecasting View Page
Show / Hide Steps
Follow the relevant steps to create or edit a forecasting view.
On the 'Forecasting View' page, click + Create in the Columns panel.
Select Direct Entry Column.
Select a data format for the direct entry column's output from the drop-down list:
Currency. Displays values with standard monetary formatting and two decimal places. For example, $2,400,999.00.
Number. Displays values as whole numbers. For example, 2,400,000.
Percent. Displays values as percentages. For example, 240,000,000.00%.
Quantity. Displays values as numerical amounts. For example, 995.00 lf.
Under 'General Information', configure the following:
Default Column Name. Enter a name for the direct entry column.
Note: You can assign a different display name when managing a budget or forecasting view.Enable import from Excel. Mark this checkbox to allow users to bulk-import values via an Excel file.
Under 'Data Display', configure the following:
Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
Note: By default, subtotals and grand totals are displayed. Available for numerical formats (Currency, Number, and Quantity).Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values within this column based on cost types.
When cost type. Select Includes or Excludes from the drop-down menu.
value of. Select one or more cost types from the drop-down list.
Click Create.
NoteThe new direct entry column is enabled by default in the forecasting view. You can toggle its visibility on or off using the toggle switch in the panel. See Enable or Disable Columns in a Budget or Forecasting View.
The new direct entry column will automatically appear on the far right of the forecasting view table in the project's Budget tool.