Create a Source Column

Background

In a Procore budget or forecasting view, a source column pulls data from corresponding columns in the Financial Management tools. Depending on the selected source, advanced filtering and grouping options are available to refine the displayed data.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

Steps

Create a Source Column from the Columns Tab

Show / Hide Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

  3. Select the Columns tab.

  4. Click + Create and select Source Column.

  5. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the calculated column.
      Note: You can assign a different display name when managing a budget or forecasting view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  6. Under 'Data Source', configure the following:

    1. Source. Select your target data source from the drop-down list.

       Tip

      Why do source columns have different options? Source columns pull source data from different Financial Management tools, and each field is a unique data type. To learn about each source column and its group and filter options, see What source columns are available in custom budget views?

      1. Mark the specific sub-option checkboxes for the selected source.

      2. Set any applicable filter criteria from the available drop-down lists (such as Amount, Status, Scope, or Markup).

        Generally Available

        The new RFQ Status filter for the Budget's Change Event ROM is now generally available. You can use this filter to specify when an RFQ amount should replace a ROM value. This helps you configure how potential costs appear in your budget, ensuring forecasts reflect only the most reliable cost estimates while keeping committed costs separate.

  7. Click Create.

Create a Source Column from a Budget View

Show / Hide Steps

  1. Follow the relevant steps to create or edit a budget view.

  2. On the 'Budget View' page, click + Create in the Columns panel.

  3. Select Source Column.

  4. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the calculated column.
      Note: You can assign a different display name when managing a budget view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  5. Under 'Data Source', configure the following:

    1. Source. Select your target data source from the drop-down list.

       Tip

      Why do source columns have different options? Source columns pull source data from different Financial Management tools, and each field is a unique data type. To learn about each source column and its group and filter options, see What source columns are available in custom budget views?

      1. Mark the specific sub-option checkboxes for the selected source.

      2. Set any applicable filter criteria from the available drop-down lists (such as Amount, Status, Scope, or Markup).

        Generally Available

        The new RFQ Status filter for the Budget's Change Event ROM is now generally available. You can use this filter to specify when an RFQ amount should replace a ROM value. This helps you configure how potential costs appear in your budget, ensuring forecasts reflect only the most reliable cost estimates while keeping committed costs separate.

  6. Click Create.

     Note

    • The new source 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 source column will automatically appear on the far right of the budget view table in the project's Budget tool.

Create a Source Column from a Forecasting View

Show / Hide Steps

  1. Follow the relevant steps to create or edit a forecasting view.

  2. On the 'Forecasting View' page, click + Create in the Columns panel.

  3. Select Source Column.

  4. Under 'General Information', configure the following:

    1. Default Column Name. Enter a name for the calculated column.
      Note: You can assign a different display name when managing a forecasting view.

    2. (Optional) Include column in Single Tool Budget reports. Mark this checkbox to include the column in Single Tool budget reports.

  5. Under 'Data Source', configure the following:

    1. Source. Select your target data source from the drop-down list.

       Tip

      Why do source columns have different options? Source columns pull source data from different Financial Management tools, and each field is a unique data type. To learn about each source column and its group and filter options, see What source columns are available in custom budget views?

      1. Mark the specific sub-option checkboxes for the selected source.

      2. Set any applicable filter criteria from the available drop-down lists (such as Amount, Status, Scope, or Markup).

        Generally Available

        The new RFQ Status filter for the Budget's Change Event ROM is now generally available. You can use this filter to specify when an RFQ amount should replace a ROM value. This helps you configure how potential costs appear in your budget, ensuring forecasts reflect only the most reliable cost estimates while keeping committed costs separate.

  6. Click Create.

     Note

    • The new source 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 source column will automatically appear on the far right of the budget view table in the project's Budget tool.

See Also

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