In the beginning of May, Procore will be combining all of the flexibility of configurable views with the robust functionality of the current budget, and you will no longer need two tabs for your budget.
The improved budget experience will become the default experience for all users. If you navigate to your configurable views tab today, you will see and use the merged budget experience.
Get trained on what's coming! Register for the upcoming Configurable Budget training webinar.
Create and share standardized reporting templates to streamline forecasts and reduce errors.
Monitor Financial Health
Keep a pulse on project budgets and the financial health of the company while identifying and alleviating bottlenecks.
Confidence in Data
The new enhancements bring flexibility and customization to Procore's budget. All of the flexibility offered in configurable views, will now become Procore's standard budget experience. We are giving you the freedom to customize your budget and create a uniform experience for your company.
No! We are not changing or moving any of your budget data. We have just improved the look and feel, and increased the ways in which you can interact with your data.
Everyone will have access to Procore's 'Standard' budget view - the view you are familiar with today. But, as a Company Admin, you will also have the ability to create custom views, which will allow you to do things like re-configure columns or calculated columns in order to view the budget the way your company wants to.
Yes. You can still perform all of the same actions you could before, such as the following:
You can create as many views as you want in order to analyze your budget in different ways. You are not limited to just one, overall budget view. You can create additional views such as a buyout savings view, a change order analysis view, a commitment billing view, etc.