What source columns are available in Procore's budget or forecasting views?

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Background

In a Procore budget or forecasting view, a source column pulls source data from corresponding columns in the Financial Management tools. Some Source Columns also have Advanced Options. To configure source columns for a budget or forecasting view, see Create a Budget View or Create a Forecasting View.

Example

This image shows the Source Column configuration options in the 'Column Details' panel when configuring a column. When options are available, users can select data sources from drop-down lists, mark checkboxes to select options, and set applicable filter criteria from drop-down lists.

Answer

When configuring a new or existing Source Column in a budget or forecasting view, you can mark one or more checkboxes to turn the corresponding data columns ON. Remove the checkmarks to turn columns OFF. Users can also configure group and filter options for source columns when available.

Column Source	Source Tool	Data Column	Group or Filter Options
Budget Change Production Qty	Budget	Budget Change Production Quantities	Scope Status
Budget Change Unit Quantity	Budget	Budget Change Unit Quantity	Status
Budget Changes	Budget	Budget Change Adjustments	Status Change Event Scope
Budgeted Production Quantity	Budget	Budgeted Production Quantity	N/A
Change Event Production Qty	Change Events	ROM (Rough Order of Magnitude)	Scope Change Event Status
Change Event Unit Qty	Change Events + Change Orders	Revenue ROM (Rough Order of Magnitude)	Prime PCO Scope Change Event Status
Change Event Unit Qty	Change Events + Change Orders	ROM (Rough Order of Magnitude)	Prime PCO Commitment Costs Non-Commitment Costs Scope Change Event Status
Change Events	Change Events + Change Orders (2- or 3- tier required)	Revenue ROM (Rough Order of Magnitude)	Amount Prime PCO Scope Change Event Status
Change Events	Change Events + Change Orders (2- or 3- tier required)	ROM (Rough Order of Magnitude)	Prime PCO Commitment Cost Non-Commitment Costs RFQ RFQ Status Change Event Status Scope
Change Events	Change Events	Budget ROM (Rough Order of Magnitude)	Budget Changes
Change Events	Change Events + Change Orders (2- or 3- tier required)	RFQ (Request for Quote)	Prime PCO Commitment Costs Non-Commitment Costs Scope Change Events Status RFQ Status
Change Events	Change Events	Change Event Latest Cost	Amount Scope Change Event Status
Change Events	Change Events	Change Event Latest Price	Amount Scope Change Event Status
Commitment	Commitments	Subcontracts	Status
Commitment	Commitments	Purchase Order Contracts	Status
Commitment	Commitments	Change Orders (CCOs) Advanced Options: Change Order Requests and Potential Change Orders can be filtered by Status or Scope.	Status Scope
Direct Costs	Direct Costs	Direct Costs	Type Status
Direct Costs Unit Qty	Direct Costs	Direct Costs Unit Quantity	Type Status
Equipment Timecard Hours	Equipment	Equipment Timecard Hours	N/A
ERP Job Costs	ERP Integrations	ERP Job to Date Costs ERP Commitment Invoiced ERP Original Budget ERP Current Budget	N/A
Installed Production Quantity	Budget	Installed Production Quantity	N/A
Owner Invoices	Prime Contracts	Owner Invoices	Amount Markup Status
Prime Contracts	Prime Contracts	Prime Contracts	Status
Prime Contracts	Prime Contracts + Change Orders	Change Orders (PCCOs) Advanced Options: Change Order Requests and Potential Change Orders can be filtered by Status or Scope.	Status Scope
Prime Production Qty	Prime Contracts + Change Orders	Change Orders Production Quantity Advanced Options: Change Order Requests Production Quantity and Potential Change Orders Production Quantity can be filtered by Status or Scope.	Status Scope
Prime Unit Qty	Prime Contracts + Change Orders	Change Orders (PCCOs) Unit Quantity Advanced Options: Change Order Requests Unit Quantity and Potential Change Orders Unit Quantity can be filtered by Status or Scope.	Status Scope
Production Quantities	Budget	Budgeted Production Qty	N/A
Production Quantities	Budget	Budget Change Production Quantities	Scope Status
Production Quantities	Prime Contracts + Change Orders	Prime Contract Change Orders Production Quantity Advanced Options: Prime Contract Change Order Requests Production Quantity and Prime Contract Potential Change Orders Production Quantity can be filtered by Status or Scope.	Status Scope
Production Quantities	Change Events	Change Events Production Quantity ROM	Scope Change Event Status
Production UOM	Budget	Budgeted Production UOM	N/A
Subcontractor Invoices	Commitments	Subcontractor Invoices	Amount Markup Status
Timecard Entry Hours	Timecard	Timecard Entry Hours	Status

Background

Answer

See Also