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(BETA) Configure Budget View Columns

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To create and configure budget view columns for the Units of Measure (UoM) feature and add those columns to a budget view.

Background

The following source columns can be added to a budget view:

  • Budget Unit Cost
  • Budget UOM
  • Budget Unit Qty
  • Direct Costs Unit Qty
  • Prime Unit Qty

A new "Number" calculated column is also available. This column treats entries in the column as normal number amounts, rather than dollar amounts or percentage amounts. For example, if you create this column on your budget and then enter the number 10 as an entry in this column, you can use that number as a multiplier in a budget line calculation (e.g. $1,000 times 10 equals $10,000). For more information about creating calculated columns, see Set Up a New Budget View.

Things to Consider

  • Required User Permission:
    • 'Admin' on the company's Admin tool. 
  • Prerequisites:

Steps

  1. Navigate to the company's Admin tool.
  2. Under Tool Settings, click Budget.
  3. Click the view that you want to add the column to.
  4. Click Configure Columns.
  5. If you have not already added unit of measure columns, click Enable Unit of Measure.
    Note: Clicking this button adds the Budget Unit Quantity, Budget UoM, and Budget Unit Cost Columns to your standard budget columns.

    enable-uom.png
  6. Choose one of these options to create a Source column:
    • Click Create Source Column
      OR
    • Click Create at the top right and choose Source from the drop-down menu.
  7. Complete this data entry:
    • Column Name. Type a name for your new column.
    • Column Source. Select a Unit Quantity column from the drop-down list. 

      configure-columns-1.png
  8. Configure options for the column you selected by marking the check boxes for the column.

    configure-columns-2.png
     
  9. Click Create.
  10. Click the X button to close the window when you are done working with it. The new column will now appear on your budget view, and it will also be available to create calculated columns with.