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Enable or Disable Financial Periods for Project Status Snapshots (Beta)

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 In Beta
Periods for project status snapshots are currently in beta. To enable this feature, join the Budget: Periods on Project Status Snapshots beta program through Procore Explore.

Background

Enabling financial periods allows you to associate project status snapshots with specific financial timeframes, such as months or custom accounting periods. Once enabled, project users can select financial periods when creating or editing project status snapshots, and company admins can compare snapshot variances by period.

Disabling this feature hides the financial period selections across snapshots and no longer requires selecting a financial period when creating project status snapshots.

Things to Consider

  • Required User Permissions:

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

Steps

Enable Financial Periods

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

  3. Click the Project Status Snapshots tab.

  4. Click Financial Periods in the left menu.

  5. Click the toggle on Icon Toggle Off Pfcp icon next to Enable financial periods.

Disable Financial Periods

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

  3. Click the Project Status Snapshots tab.

  4. Click Financial Periods in the left menu.

  5. Click the toggle off Icon Toggle On icon next to Enable financial periods.

Next Steps

See Also