Financials
The Financials dataset provides a comprehensive set of objects for reporting on every aspect of your project's financial lifecycle.
Objects in the Financials Dataset
Generate reports using the Financials dataset to achieve a comprehensive overview of a project's financial health by connecting data from initial budgets and contracts through to commitments, change orders, costs, and subcontractor invoices.
What you can see in this dataset depends on two levels of access in Procore:
Company Access: Objects in the dataset become available only after your company enables the corresponding tool in its Procore account.
User Access: Your specific permissions for each tool control which objects are available to you.
Area | Objects | Availability To |
|---|---|---|
Budget | Budget Change1 | All Companies with Financial Management using Budget1 ERP status fields available with ERP Integrations |
Budget Change Adjustment Line Item | ||
Budget Code | ||
Budget Line Item | ||
Monitored Resource | ||
Change Events | Change Event | All Companies with Financial Management using Change Events |
Change Event Line Item | ||
Request for Quote | ||
Request for Quote Quote | ||
Request for Quote Response | ||
Change Orders | Commitments Change Order | All Companies with Financial Management using Change Orders |
Commitment Change Order Line Item | ||
Commitment Potential Change Order | ||
Commitment Potential Change Order Request | ||
Prime Contract Change Order | ||
Prime Contract Change Order Line Item | ||
Prime Contract Change Order Markup | ||
Prime Contract Potential Change Order | ||
Commitments | Commitments2 | All Companies with Financial Management1 Objects are only available if using Change Orders2 ERP status fields available with ERP Integrations |
Commitments Line Item | ||
Commitments Change Order1 2 | ||
Commitment Change Order Line Item1 | ||
Commitment Potential Change Order1 | ||
Commitment Potential Change Order Request1 | ||
Directory | Company (Vendor)1 | All Companies1 ERP status fields available with ERP Integrations |
Company Global Insurance | ||
Company Project Insurance | ||
Direct Costs | Direct Cost | All Companies with Financial Management |
Direct Cost Line Item | ||
DocuSign® | DocuSign® fields are available in Commitments, Change Orders, Invoicing, and Prime Contracts | All Companies with Financial Management using DocuSign® |
ERP Integrations | ERP Job Costs Summary | All Companies with Financial Management using ERP Integrations |
ERP Status Fields are Available in Multiple Objects2 | ||
Invoicing | Owner Invoice | All Companies with Financial Management using Invoice Management1 ERP status fields available with ERP Integrations |
Owner Invoice Line Item | ||
Subcontractor Invoice1 | ||
Subcontractor Invoice Line Item | ||
Payments | Contract Compliance | All Companies with Financial Management and Invoice Management + Procore Pay |
Disbursement | ||
Lien Waiver | ||
Manual Hold | ||
Payment Agreement | ||
Payment Beneficiary | ||
Payment Invite | ||
Payment Issued | ||
Payment Permissions | ||
Payment Project Controls | ||
Payment Received | ||
Payment Requirement | ||
Payment Requirement Settings | ||
Sub-Tier | ||
Sub-Tier Waivers | ||
Portfolio | Project1 | All Companies1 ERP status fields available with ERP Integrations |
Project Roles | ||
Prime Contracts | Prime Contract2 | All Companies with Financial Management1 Objects are only available if using Change Orders2 ERP status fields available with ERP Integrations |
Prime Contract Line Item | ||
Prime Contract Change Order1 2 | ||
Prime Contract Change Order Line Item1 | ||
Prime Contract Change Order Markup1 | ||
Prime Contract Potential Change Order1 |
How are objects in the Dataset Joined?
A join combines data from related objects into a single row. For example, directly connected objects like a 'Commitment' and its 'Commitment Change Order' are automatically joined.
To connect objects without a direct link, add a field from a shared intermediary object to your report. For example, you can join an 'Inspection' and an 'Action Plan Item' by including a field from their common 'Action Plan Line Item Record'.
Join Table
This table shows how objects are joined. To check if two objects are connected, find one in the top row and the other in the left column. The cell where they intersect confirms if a join exists.
A 'Join' cell connects objects by combining their fields into a single row.
A 'Join (through third object name)' cell requires you to add a field from that object to combine the data into a single row.
A 'No join' cell indicates the objects are unrelated, so their data will appear in separate rows. An exception is when your report only uses measures from these objects.
