Project Status Snapshots

Overview

The Company-level Project Status Snapshots tool simplifies how your team monitors and reviews project status snapshots of budgets for all your company's projects. This tool offers central access to these snapshots, removing the need to store them separately. Company Admins manage access using Procore's company permission templates in the Company Admin tool.

With Project Status Snapshots, users can:

Store project status snapshots for standard and custom budget views across all Procore projects.
Manage the approval status of project status snapshots for formal budget reviews.
Configure columns and apply filters to analyze snapshot lists.
Export project snapshot lists.

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FAQ

Permissions

With the Project Status Snapshots tool, teams can view and manage the project status snapshots captured in the Budget and Forecasting tabs of their project budgets from one centralized location. Project users can perform additional actions with the project's Budget tool.

Project Status Snapshots Tool

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Permissions

Users can take action with this permission level.

Users can take action with this permission level AND one or more role-based permissions.

	Permissions Tool				Notes
Action (Alphabetical)	None	Read Only	Standard	Admin	Notes
Beta Apply Filters to the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta Change the Status of a Snapshot for the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status.
Beta: Configure Columns for the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta Export a Snapshots List from the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore.
Beta View Snapshots in the Project Status Snapshots Tool Web				Permission Not Available	Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Read-Only' or higher permission in the Budget tool to see the snapshot.

Budget Tool

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Permissions

Users can take action with this permission level.

Users can take action with this permission level AND one or more role-based permissions.

	Permissions Tool				Notes
Action (Alphabetical)	None	Read Only	Standard	Admin	Notes
Beta Analyze Variance Between Project Status Snapshots Web					Learn how to join the beta in Manage Features With Procore Explore.
Beta Create a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore.
Beta Export a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore. Users also need 'Standard' or higher permission on the Budget tool to change its snapshot's status.
Beta View a Budget Snapshot Web					Learn how to join the beta in Manage Features With Procore Explore. Project status snapshots are visible to anyone granted these permissions.

Release Notes

Below are the notable changes to the Company level Project Status Snapshots tool.

Recent Changes

Project Status Snapshots is now Generally Available (08/11/2025)

Procore is pleased to announce the Company level Project Status Snapshots tool. Designed to work with the Budget tool's Project Status Snapshots feature, it allows teams to review all snapshots for a specific period across all projects in one place. It also eliminates the need to check each project individually to see company performance during your regular budget and forecast review processes. To learn more about the feature, see Budget & Forecast Snapshots: User Guide (Beta) and the new Company level Project Status Snapshots tool.

Beta Project Status Snapshots Open Beta (05/12/2025)

Procore is pleased to announce the start of the Project Status Snapshots open beta program. To join the beta, see Manage Features with Procore Explore. To learn more about the feature, see Budget & Forecast Snapshots: User Guide and the Company level Project Status Snapshots tool.