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Add Custom Views for Procore Analytics

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Objective

To add custom views to sync data with Procore Analytics 2.0. 

Background

For Procore Analytics 2.0, a custom budget view and a custom advanced forecasting view must be selected for the data to populate as tables in the database.

Things to Consider

Steps

  1. Navigate to Procore Analytics 2.0.
  2. Click the Budget and Forecasting tab.
  3. Select both the budget view and the advanced forecasting view you would like to sync for the report. 
    budget-forecasting-view-analytics.png
  4. Click Save Changes.
 Note
  • This will populate data in [budget_views] and [budget_view_details] tables.
  • All snapshots will be synced regardless of your selection. Snapshot data is located in:
    • [budget_snapshot_line_item_headers]
    • [budget_snapshot_line_items]
    • [budget_snapshot_line_item_forecasts]
  • Please allow up to 24 hours for any changes to the selected views to take effect.