Create a Budget Snapshot

Background

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. To learn about the different snapshot types available, see What is the difference between an ad-hoc snapshot and a project status snapshot?

Things to Consider

  • Required User Permissions:

    • To create a snapshot, 'Standard' level permissions or higher on the project's Budget tool.

    • To view all snapshots created by any user, 'Read Only' level permissions or higher on the project's Budget tool.

Steps

Create a Snapshot from the Budget Tab

Beta

Custom statuses for project status snapshots are available for the Budget and Project Status Snapshots tools. To enable this feature for all projects and users in your company account, join the Create Custom Statuses For Project Status Snapshots beta program through Procore Explore.

Users can create a Project Status Snapshot or an Ad Hoc Snapshot from the Budget tab. Only Project Status Snapshots are saved.

Did you know?

You can now edit a snapshot's name, type, and description directly from the budget banner without needing to delete and recreate it. To learn more, see Edit a Budget Snapshot.

  1. Navigate to the project's Budget tool.

  2. Click the Budget tab.

  3. Click Create Snapshot.
    This opens the Create Snapshot window.
    Create Project Status Snapshot

  4. Under Snapshot Type, choose an option:

    • Project status. Choose this option for official reporting, such as a monthly report that needs review.

    • Ad hoc. Choose this option for a simple snapshot.

  5. Enter the snapshot information:

    • Name. Enter a name for the snapshot.

    • Status. Select a standard status (Under Review or Approved).
      Beta Feature Select a custom status. For details on how to create a custom status, see Create a Custom Status for Project Status Snapshots.

    • View. Select a budget view for the snapshot.

    • Description. Enter a description of the snapshot.

  6. Click Create.
    When complete, the Snapshot Created banner appears at the top of the page.
    View Snapshot Data

Create a Snapshot from the Forecasting Tab

Users can create an ad hoc snapshot from the Forecasting tab.

  1. Navigate to the project's Budget tool.

  2. Click the Forecasting tab.

  3. Click Create Snapshot.
    This opens the Create Snapshot window.Create Forecast Ad Hoc Snapshot

  4. Enter the snapshot information:

    • Name. Enter a name for the snapshot.

    • View. Select a budget view for the snapshot.

    • Description. Enter a description of the snapshot.

  5. Click Create.
    When complete, the Snapshot Created banner appears at the top of the page.

See Also

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