Apply the View, Snapshot, Group, and Filter Options on a Budget View

Beta

Enhanced Budget and Forecasting tables are available for the Budget tool, featuring the following updates. Access them by opting into the Modernized Budget Table Experience and Modernized Forecasting Table beta programs through Procore Explore.

  • The 'Group' menu has been renamed to Select a column to group and relocated to the right side, above the table.

  • The 'Filter' menu has been renamed to Filters and is now a side panel on the left, above the table. The 'Clear Filters' button has been renamed to Clear All Filters.

Background

The budget view provides various filtering and grouping choices to help teams analyze their budget data. Users can view budget data in full-screen mode, click links to explore budget details, and take snapshots to capture budget data for a point in time.

Things to Consider

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the project's Budget tool.

  • Additional Information:

    • The 'Sub Job' filter is always in the Group menu, even when sub jobs are off in Procore. See Enable Sub Jobs on Projects for WBS.

    • The 'Division' option in the Group and Filter menu corresponds to 'Cost Code Tier 1' in the Work Breakdown Structure.

Prerequisites

Steps

Apply a Budget View to Your Budget

Navigate to the project's Budget tool. Then click the Budget, Budget Details, or Project Snapshot Status tab and select an option from the View menu. To add views to this menu, see Assign a Budget View to a Project.

Budget Tab View Menu

 Notes

View a Budget Snapshot

Navigate to the project's Budget tool. Then, click the Budget or Forecasting tab and select an option from the Snapshot menu. To add snapshots to this menu, see Create a Budget Snapshot.

Budget Tab Snapshot Menu

Apply Group Options to Organize Your Data

Navigate to the project's Budget tool. Then, click the Budget, Budget Details, or Forecasting tab to choose the options to apply from the Group menu. Remove groupings by clicking the 'x' next to them. The sort order can be adjusted by dragging and dropping a group with the more menu (≡) icon. To revert the grouping to the default budget view, click Reset.
Beta Feature Note: In the enhanced Budget, Budget Details, or Forecasting tables, choose the grouping options from the Select a column to group menu instead of the 'Group' menu. For details on opting into the beta programs, see the banner at the top of this page.

Budget Tab Group Menu

Below are the options in the menu.

Option

To filter data...

To learn more...

Sub Job

Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled.

Cost Code Tier 1 This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?

Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure.

Cost Code Tier 2 This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS?

Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc

Cost Type

Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure.

Beta Budget Code Attributes

Apply custom grouping options if your team created budget code attributes for the Work Breakdown Structure.

Add Filters to Narrow Your Data

Navigate to the project's Budget tool. Then, click the Budget, Budget Details, Forecasting, Budget Changes, or Change History tab, choose the filtering options to apply from the Filter menu. When sub-filters exist, mark the checkboxes to apply the sub-filters you want. To clear individual filters, remove a checkmark or click Clear Filters to clear them all.
Beta Feature Note: In the enhanced Budget, Budget Details, Forecasting, Budget Changes, or Change History tables, select your options from the Filters side panel instead of the 'Filter' menu. To remove your selections, click Clear All Filters. For details on opting into the beta programs, see the banner at the top of this page.

Budget Tab Filter Menu

Below are the options in the menu.

Option

To filter data...

To learn more, see...

Sub Job

Select one or more sub-jobs. This option is always visible in the Group menu, even when the sub-jobs feature is disabled.

Cost Code Tier 1 This option was previously named 'Division'. See Where is the 'Division' in the 'Cost Code' segment in Procore's WBS?

Select one or more cost code tiers. Each tier corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure.

Cost Code Tier 2 This option was previously named 'Cost Code' See What is the difference between a flat and tiered segment in Procore's WBS?

Select one or more cost codes. Each code corresponds to a tiered 'Cost Code' segment in the Work Breakdown Structure. Additional levels in the 'Cost Code' segment show as Cost Code Tier 3, Cost Code Tier 4, etc

Cost Type

Select one or more cost types. Each choice matches a 'Cost Type' segment in the Work Breakdown Structure.

Forecast Start Date

Pick a start date from the calendar.

Actuals by Date

Choose this filter to see budget items within the dates you set. Knowing the source and columns in your budget view helps you understand how the 'Actuals By Date' filter works.

Budget Row Type

Choose this and check the Budgeted and/or Non-Budgeted boxes to apply this filter.

Beta Budget Code Attributes

Apply custom filtering options if your team created budget code attributes for the Work Breakdown Structure.

Beta Prime Contract

Select a prime contract if your project has multiple prime contracts.

Beta Notes

Choose to show or hide budget items with notes

Additional Options

You also have these options:

  • Full screen
    Click this button to view the budget in your browser window in full-screen mode.

  • Arrows
    Click the arrows in the table to expand and collapse group summaries of your data.

  • Tool tips
    Hover over a column's title to view details that show how the value in a column is calculated or to learn the tool source and filters for that column.

  • Drill-downs
    Click any budget value displayed in BLUE font to open a window showing detailed information about that value.

See Also

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