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Table of contents
  1. Add a how-to article to your user guide
  2. Add a reference article to your User Guide
  3. Interactive Workflow Diagram
    1. Manage a Budget and Create Configurable Views
    2. Testimonial: Vicano Construction
  4. Budget
  5. Job Role
  6. Recent Changes
    1. Added Group By Option In Fullscreen Mode (10/5/2017)
    2. Changed Cost Code Category Name To Cost Type (10/4/2017)
    3. Updated CSV Export Columns For Budget Tool (6/9/2017)   
    4. Created Default Budget Templates Upon Company Creation (6/2/2017)
    5. Updated PDF Styling For Budget Tool (5/30/2017)
    6. Added a Job to Date Costs Column to the Standard Budget Template (5/10/2017)
    7. Added Link To Configurable Views On Project Level Budget (5/9/2017)
    8. Increased Performance Of Budget Variance Report (5/9/2017)
    9. Added Link To Configurable Views On Project Level Budget (5/9/2017)
    10. Added Styling For Negative Budget Line Items In Configurable Views (5/5/2017)
    11. Updated Sort Order For Configurable Views In Budget Tool (5/5/2017)
    12. Improved Cost Code Filter On Configurable Views in Budget Tool (5/4/2017)
    13. New Fullscreen Icon and Horizontal Scroll Experience in Configurable Views (4/28/2017)
    14. Added Default Units For Forecast To Complete Window Of Configurable Budget (4/27/2017)
    15. Added the Expand All Function for Snapshots on Configurable Views (4/26/2017)
    16. Added Ability to Delete Snapshots for the Configurable Budget Tool (4/19/2017)
    17. Changed Tab Name From 'Budget Snapshots' to 'Legacy Budget Snapshots' (4/6/2017)
    18. Added Ability to Export Configurable Budget Snapshots to CSV (4/5/2017)
    19. New 'Procore ERP Budget' View in Budgeting Configuration for ERP Integrations (4/7/2017) 
    20. Export Configurable Budget View Snapshots to CSV (4/5/2017)
    21. Added a New Filter to Column Configuration for Budget (3/27/2017)
    22. Improved Performance of Budget Snapshot Creation (2/15/2017)
    23. Improved Performance of Lock/Unlock Budget (2/8/2017)
    24. Added Ability To Export Configurable Budget Views To PDF (1/30/2017)
    25. Deployed Performance Improvement For Budget Tool (1/27/2017)
    26. Updated Heading On 'Detail' Popup Window In Budget Tool (1/26/2017)
    27. Renamed Browser's Tab Title From 'Configurable Views' to Budget (1/25/2017)
  7. All Changes
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    1. User Guide

Budget (Project Level)

Procore’s Project level Budget tool lets you build and manage a comprehensive budget throughout a project's lifecycle. It also eliminates the need for double-entry of contract modifications and change order values into complex spreadsheets, giving you greater insight into how seen and unforseen changes impact the bottom line. This helps you gain greater control over complicated project factors when evaluating and forecasting your project's completion costs.  
Note: Be sure to use app.procore.com when accessing the budget.

  • Import an existing budget or build a comprehensive project budget that can be exported to the Microsoft Excel or PDF formats.
  • Review financial performance for a single project or across multiple projects.
  • Share the status of your budget with your team so they can make informed decisions in the field.
  • Generate detailed budget reports showing budget modifications, buyout summaries, line item details, and more.

Visit our Procore YouTube channel to view the full-size version

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Last modified
14:15, 17 Oct 2017



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