View and Filter Snapshots
Steps
Navigate to the Company level Project Status Snapshots tool.
Locate a snapshot in the list.
Note: If you want to view the snapshot, click the Open
icon in the Project column. Important
To see project status snapshots in specific Procore projects and their own ad hoc snapshots, grant users access to the Budget tools within those projects.
To filter the list view, click Filters.
This opens the Filters panel.
Set the available filters to focus on the snapshots you want to view. The filter options are:
Created By. Choose one or more snapshot creators.
Created On. Set a time frame using the calendar.
Project. Select specific projects to view their snapshots.
Region. Pick a project region.
Stage. Choose a project stage.
Status. Choose a status.
Office. Select an office.
Department. Pick a department.
Program. Select a program.