Create a Select Column (Beta)

Beta - Coming Soon

Company Administrators can enable the Forecasting: Worksheet Columns beta in Procore Explore, which starts rolling out on October 21, 2026, and will be available to all accounts by March 2027.

Background

A Select Column is a custom column type that allows company administrators to configure a drop-down list of predefined data options (or a manual entry override) for users to choose from in a budget or forecasting view. Select columns support multiple formats, such as Currency, Number, Percent, and Quantity.

When you assign a select column to a budget or forecasting view, the cells in that view will automatically display values based on the default option or cost type override rule. You can click the drop-down menu in the cell of the select column to override the source data with another option, or you can choose "Lump Sum Manual Entry" to manually enter a value.

Things to Consider

  • Required User Permissions:

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

    • 'Standard' or 'Admin' level permissions on the Project level Budget tool.

  • Additional Information:

Steps

Create a Select Column from the Columns Page

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 Select Column.

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

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

    2. Format. Select a data format for the select 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.

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

  6. Under 'Select Options', configure the following:

    1. Add Option. Click to select existing budget columns that match the selected column format.
      Note: You must add a minimum of two (2) options and can add up to ten (10) options per column. Reorder options using the drag handle Icon Reorder Grip Pfcp icon.

      Important

      • No Value Option: Select columns can include a No Value option (added once per column). Selecting No Value displays as - - in the cell and impacts calculations as follows:

        • Vertical Aggregation (Totals/Subtotals): Procore skips "No Value" cells during vertical summation and does not count them toward totals.

        • Horizontal Formulas (Row Calculations): If a row formula references a "No Value" cell, the formula cannot calculate that row and outputs a #CALC error.

        • Error Propagation: Any #CALC error in a row propagates vertically, displaying a dash (—) for any column subtotal or grand total that incorporates it.

      • Make default option. Select the radio button next to an option to set it as the default selection across all budget rows.

      • (Optional) Override default option by cost type (optional). Specify cost types (e.g., Allowance, Contingency) to automatically override the default selection for matching line items.
        Note: Available for options that are not set as the default option.

        • Select cost types. Click to select one or more cost types.
          Note: You can add cost types in the Company level Admin tool. See Add Company Cost Types.

    2. (Optional) Enable lump sum manual entry. Mark this checkbox to include a Lump Sum Manual Entry option in the drop-down menu of the select column in budget views. This option lets users manually enter a custom value into the cell instead of selecting a predefined column value.

  7. (Optional) Under 'Data Display', configure the following:

    1. Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
      Note: Available for numerical formats (Currency, Number, and Quantity).

    2. Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values and options within this column based on cost types.

      1. When cost type. Select Includes or Excludes from the drop-down list.

      2. value of. Select one or more cost types from the drop-down list.

        Note

        • Up to 10 cost types are displayed at a time. To find additional cost types, enter keywords for cost types in the search field.

        • If your company uses both ERP-synced cost types and Procore standard cost types, ensure your column definitions account for both sets. You can manage this in one of two ways:

          • Option 1 (Separate Columns): Create separate columns specifically for ERP cost types and another for Procore standard cost types.

          • Option 2 (Single Column): Set up one column that includes both ERP and Procore standard cost types.

  8. Click Create.
    The new select column will appear in the Columns list.

Create a Select Column from the Budget View Page

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 Select Column.

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

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

    2. Format. Select a data format for the select 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.

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

  5. Under 'Select Options', configure the following:

    1. Add Option. Click to select existing budget columns that match the selected column format.
      Note: You must add a minimum of two (2) options and can add up to ten (10) options per column. Reorder options using the drag handle Icon Reorder Grip Pfcp icon.

      Important

      • No Value Option: Select columns can include a No Value option (added once per column). Selecting No Value displays as - - in the cell and impacts calculations as follows:

        • Vertical Aggregation (Totals/Subtotals): Procore skips "No Value" cells during vertical summation and does not count them toward totals.

        • Horizontal Formulas (Row Calculations): If a row formula references a "No Value" cell, the formula cannot calculate that row and outputs a #CALC error.

        • Error Propagation: Any #CALC error in a row propagates vertically, displaying a dash (—) for any column subtotal or grand total that incorporates it.

      • Make default option. Select the radio button next to an option to set it as the default selection across all budget rows.

      • (Optional) Override default option by cost type (optional). Specify cost types (e.g., Allowance, Contingency) to automatically override the default selection for matching line items.
        Note: Available for options that are not set as the default option.

        • Select cost types. Click to select one or more cost types.
          Note: You can add cost types in the Company level Admin tool. See Add Company Cost Types.

    2. (Optional) Enable lump sum manual entry. Mark this checkbox to include a Lump Sum Manual Entry option in the drop-down menu of the select column in budget views. This option lets users manually enter a custom value into the cell instead of selecting a predefined column value.

  6. (Optional) Under 'Data Display', configure the following:

    1. Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
      Note: Available for numerical formats (Currency, Number, and Quantity).

    2. Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values and options within this column based on cost types.

      1. When cost type. Select Includes or Excludes from the drop-down list.

      2. value of. Select one or more cost types from the drop-down list.

        Note

        • Up to 10 cost types are displayed at a time. To find additional cost types, enter keywords for cost types in the search field.

        • If your company uses both ERP-synced cost types and Procore standard cost types, ensure your column definitions account for both sets. You can manage this in one of two ways:

          • Option 1 (Separate Columns): Create separate columns specifically for ERP cost types and another for Procore standard cost types.

          • Option 2 (Single Column): Set up one column that includes both ERP and Procore standard cost types.

  7. Click Create.

     Note

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

Create a Select Column from the Forecasting View Page

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 Select Column.

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

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

    2. Format. Select a data format for the select 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.

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

  5. Under 'Select Options', configure the following:

    1. Add Option. Click to select existing budget columns that match the selected column format.
      Note: You must add a minimum of two (2) options and can add up to ten (10) options per column. Reorder options using the drag handle Icon Reorder Grip Pfcp icon.

      Important

      • No Value Option: Select columns can include a No Value option (added once per column). Selecting No Value displays as - - in the cell and impacts calculations as follows:

        • Vertical Aggregation (Totals/Subtotals): Procore skips "No Value" cells during vertical summation and does not count them toward totals.

        • Horizontal Formulas (Row Calculations): If a row formula references a "No Value" cell, the formula cannot calculate that row and outputs a #CALC error.

        • Error Propagation: Any #CALC error in a row propagates vertically, displaying a dash (—) for any column subtotal or grand total that incorporates it.

      • Make default option. Select the radio button next to an option to set it as the default selection across all budget rows.

      • (Optional) Override default option by cost type (optional). Specify cost types (e.g., Allowance, Contingency) to automatically override the default selection for matching line items.
        Note: Available for options that are not set as the default option.

        • Select cost types. Click to select one or more cost types.
          Note: You can add cost types in the Company level Admin tool. See Add Company Cost Types.

    2. (Optional) Enable lump sum manual entry. Mark this checkbox to include a Lump Sum Manual Entry option in the drop-down menu of the select column in budget views. This option lets users manually enter a custom value into the cell instead of selecting a predefined column value.

  6. (Optional) Under 'Data Display', configure the following:

    1. Display subtotals and grand totals. Clear this checkbox to hide subtotals and grand totals for line items.
      Note: Available for numerical formats (Currency, Number, and Quantity).

    2. Only show values in this column for certain cost types. Mark this checkbox to dynamically show or hide values and options within this column based on cost types.

      1. When cost type. Select Includes or Excludes from the drop-down list.

      2. value of. Select one or more cost types from the drop-down list.

        Note

        • Up to 10 cost types are displayed at a time. To find additional cost types, enter keywords for cost types in the search field.

        • If your company uses both ERP-synced cost types and Procore standard cost types, ensure your column definitions account for both sets. You can manage this in one of two ways:

          • Option 1 (Separate Columns): Create separate columns specifically for ERP cost types and another for Procore standard cost types.

          • Option 2 (Single Column): Set up one column that includes both ERP and Procore standard cost types.

  7. Click Create.

     Note

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

See Also

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