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Edit a Forecasting View

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 In Beta
Column-specific forecasting and remaining-to-spread amount (including actuals) features are available for configuration in the Company level Admin tool and for use in the Project level Budget tool. To enable these features, join the Forecasting: Revenue Forecasting, Percents and Actuals-Aware Remaining beta program via Procore Explore.

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the Company level Admin tool.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

     Tip

    You can also access the 'Forecasting Views' page from a project's Budget tool. Click the ellipsis Icon Ellipsis Vertical icon in the top right corner while viewing the 'Forecasting' tab, and select Configure Forecasting Views from the drop-down menu.

  3. In the 'Forecasting Views' table, click Edit next to the desired forecasting view.

  4. Update any of the following fields and settings:

    • Header & Setup Options

      • View Name. Change the name of the view.

      • Description. Add or update the view description.

      • Forecasting Column To Spread. Select the budget column you want to distribute across monthly forecast periods from the drop-down list. For example, select Estimated Cost at Completion or Projected Cost To Complete.
        Beta Feature Note: Assign a unique Forecasting Column To Spread to each view to ensure that changes to monthly spread values in one view do not overwrite or modify the values for the same line item in other views. See How do I keep monthly forecast spreads independent across different forecast views?

      • Beta Feature Actuals Column. Select a column from the drop-down list to deduct actuals from the 'Remaining to Spread' calculation. See How is Remaining to Spread Calculated in Advanced Forecasting?

      • Assigned Projects. Click the hyperlink (e.g., 0/27 Projects) to assign this view to specific or all projects. See Assign a Forecasting View to a Procore Project.

    • Preview Panel & Table Controls

      • Preview with Project. Select a project from the drop-down menu to view live sample data. See Preview a Budget or Forecasting View.

      • Display Name. Click the pencil Icon Markup Pen Pdm icon next to any column header to set or update the display name for this view.
        Note: The display name can be up to 50 characters long.

    • Columns Panel & Customization

    • Search. Enter a keyword in the Search box and click the search Icon Markup Search icon or press ENTER to find columns by name.

    • Column Type. Click on the drop-down list and select one or more column types to filter columns by type.

    • Reportable Column. Click to filter columns by one of the following options:

    • Show enabled columns only. Click the toggle on Icon Toggle Off icon to view only active columns.

    • Enable or Disable Columns. Click the toggle on Icon Toggle Off icon or the toggle off Icon Toggle On icon next to individual columns to show or hide them in the view. See Enable or Disable Columns in a Budget or Forecasting View.

    • Manual Load Data. Click Load Data to refresh or load column data in the preview forecasting table manually.

  5. Click Save.

See Also