Budget And Forecasting: Columns Studio

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Table of Contents

Overview
Build Financial Views
- Manage Columns
- Manage Views

Overview

The Budget and Forecasting: Columns Studio feature provides a streamlined experience for managing financial data. In this new experience, budget and forecasting views are decoupled from columns, allowing users to create columns independently and assign them to specific views. This update improves visibility by clearly distinguishing between Procore standard-defined columns and custom columns, while reducing the effort required to duplicate data.

Things to Consider

Company-Level Feature.
- This configuration is managed at the Company level.
Reporting Changes.
- The "Procore Reporting View" no longer controls data flow to Single Tool reports. Users must now select columns for reporting while configuring settings in the 'Column Details' panel (up to 60 columns).

Manage Columns

Procore’s budget and forecasting views allow teams to customize how they display and report on project financial data. The modernized experience introduces a more efficient, decoupled experience by separating column management from individual views.

With this new update, columns are managed independently rather than being built inside a specific view. This allows users to create a column once and enable it across multiple views, significantly reducing the effort required to manage and duplicate data layouts.

Budget and forecasting columns allow you to customize how financial data is displayed and calculated. You can create custom columns, utilize Procore standard columns, or modify existing configurations.

Creating a Column

To create a new column:

In the 'Budget Settings' page, click the Columns tab.
Click the + Create drop-down list and select one of the following column types:
- Source: Direct data from a specific tool or origin.
- Calculated: A column based on a mathematical formula between other columns.
- Forecast to Complete: Columns used specifically for forecasting projected costs.
Configure the required fields and settings in the configuration panel.
Click Create to save.

Note: Once created, these columns can be added to your various Budget and Forecasting Views.

Understanding Locked (Standard) Columns

Locked columns are Procore Standard Columns. These are pre-configured, "out-of-the-box" columns that form the foundation of Procore Standard Views. Here are a few things to consider when working with these columns:

You cannot delete standard columns or change their default names.
You can provide a Display Name alias when assigning these columns to a specific Budget View.
Most standard columns can be duplicated for custom use, except for:
- Original Budget Amount
- Budget UOM / Unit Cost / Unit Qty
- Notes
- Budget Modifications

Duplicate a Standard Column

Select a column from the Columns list to open the detail panel. Click Duplicate to re-create it as a custom column. See Duplicate a Standard Column.

Edit or Delete Custom Columns

Only custom columns can be edited or permanently deleted.

To Edit.
- Click on the specific custom column from the list to open the detail panel and make changes. Changes can be saved in the existing column or as a new column. See Edit a Column.
To Delete.
- Click the Trash icon in the top right corner of the detail panel. See Delete a Column.

Note: If a column is currently assigned to a Budget or Forecasting View or is being used as a component in a Calculated Column, Procore will provide a warning notification before allowing you to proceed with deletion.

Searching and Filtering Columns

To quickly locate a specific column:

Search.
- Use the search field to find columns by name.
Column Type.
- Use the dropdown to filter by the following column types:
  - Calculated Column
  - Source Column
  - Standard Column
Reportable Column.
- Use the dropdown to filter by reportable status:
  - Yes
  - No

For details on searching and filtering columns, see Search for and Filter Columns.

Include Columns in Single Tool Budget Reports

Mark the Include column in Single Tool Budget reports checkbox for standard or custom columns in the configuration panel to add columns to Single Tool budget reports.

Form with fields for Default Column Name showing % Complete, Format set to Percent, and a highlighted checkbox for Single Tool Budget reports.

Set a Column for Workflows

Select a budget or forecasting column to serve as a reference point for conditional steps within custom workflows. See Set a Column for Workflows.

Budget settings page showing Workflow Column tab selected, with a dropdown menu listing budget column options for workflow configuration.

Manage Views

As part of the enhanced experience, the new View Builder empowers Company Administrators to design highly tailored financial views. This improvement provides granular control over data transparency, allowing you to selectively show or hide columns to align precisely with your specific reporting goals, project milestones, or stakeholder requirements.

This update also provides clearer visibility into Procore standard versus custom columns and introduces the ability to create aliases (nicknames) for column titles, ensuring project teams see the most relevant labels for their specific workflows.

Assign Columns to a Budget or Forecasting View

In the Budget Views or Forecasting Views tab, locate the Budget or Forecasting View you wish to add columns to and click Edit.
In the list of available columns, toggle ON or OFF any as desired. See Enable or Disable Columns in a Budget or Forecasting View.
(Optional) Click the pencil icon next to a column header to edit the display name for this view.

This opens the Edit Column Display Name window.
- In the Column Display Name field, enter up to 50 characters and click Update.
  In the view builder, both the actual and display name are shown for a column.
Click Save.

Assign a Budget or Forecasting View to Projects

Once your budget view is configured, you can assign it to specific projects from two locations:
- Budget or Forecasting Views List: From the main list of all available budget or forecasting views.
- View Builder Edit Page: While actively editing or configuring a specific budget or forecasting view.

In both locations, you must click the Assigned Projects hyperlink (e.g., 0/111 projects) to open the Assign View to Projects modal. This window allows you to select the specific projects where you want the view to be available. See Assign a Budget or Forecasting View to Projects.

Once all projects are selected, click Save Changes.