To apply the view, group, and filter options on the Budget Detail tab and how to export that data to CSV or PDF.
The Budget tool lets you create flexible, budget views that you can apply across multiple projects. It also provides you with a variety of filtering and grouping options for viewing your budget data. You'll also discover additional options for viewing budget data in full-screen mode, clicking hyperlinks to drill-down into your budget's detail, and the ability to export your budget view data to a Comma Separated Values (CSV) or Portable Document Format (PDF) file.
This table details the available options in the Add Group Menu.
Group Menu | Options | Description | Important | To learn more |
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Sub Job | Groups items in the table by sub job. | This menu option always appears, whether or note the 'Sub Job' feature is enabled. | Enable Sub Jobs for WBS |
Cost Code Tier | Groups items by the selected tier in your 'Cost Code' segment. | In Procore's WBS, the legacy 'Division' option in the Group and Filter menus is now represented by 'Cost Code Tier 1' in the 'Cost Code' segment. | Where is the 'Division' in the 'Cost Code' segment in Procore's WBS? | |
Cost Type | Groups items by cost type. | What are Procore's default cost types? | ||
Vendor | Groups items by company/vendor | To be listed as a vendor, the company record must exist in the Project Directory and associated with the budget code. | Add a Company to the Project Directory | |
Detail Type | Groups item by detail type. | Detail types include: Automatic Forecast, Direct Cost, Forecast Notes, Original Budget Amount. | n/a |
This table details the available options in the Filter menu.
Filter Menu | Options | Description | Important | To learn more |
---|---|---|---|---|
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Sub Job | Filters items in the table by sub job. | This menu option always appears, whether or note the 'Sub Job' feature is enabled. | Enable Sub Jobs for WBS |
Cost Code Tier | Filters items by the selected tier in your 'Cost Code' segment. | In Procore's WBS, the legacy 'Division' option in the Group and Filter menus is now represented by 'Cost Code Tier 1' in the 'Cost Code' segment. | Where is the 'Division' in the 'Cost Code' segment in Procore's WBS? | |
Cost Type | Filters items by cost type. | In Procore's WBS, individual cost types are segment items on the 'Cost Type' segment. | What are Procore's default cost types? Add Company Cost Types. |
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Vendor | Filters items by company/vendor | To be listed as a vendor, the company record must exist in the Project Directory and associated with the budget code. | Add a Company to the Project Directory | |
Detail Type | Filters item by detail type. | Detail types include: Automatic Forecast, Budget Change Adjustment, Budget Modificiation, Change Event Line Item, Commitment Change Order, Commitment Contract, Direct Cost, Forecast Item. | n/a |