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Configuring Your Budget and Forecasting Views 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.
This release is a required step for organizations intending to use upcoming Forecasting features in 2026, such as direct entry and manual overrides.
Things to Consider
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Company-Level Feature.
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This configuration is managed at the Company level and is available in both Sandbox and Production environments.
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Migration Requirement.
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All existing views—including the Procore Reporting View—are migrated as-is with no downtime for project managers or end users.
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Reporting Changes.
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The "Procore Reporting View" no longer controls data flow to Single Tool Reports. Users must now select a column in the Columns page and designate it as "reportable" (up to 60 columns).
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Future Compatibility.
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Migration to the new experience is mandatory to take advantage of any future budget sources, standard views, or forecasting features released after 2025.
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Beta Opt-Out Consequences.
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While the migration is revertible, certain actions taken in the new experience (such as creating new columns or changing formulas) will not be reflected if you roll back to the legacy experience.
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Ready to decide?
Read Opting Out to understand how these choices impact your setup.