Apply the View, Snapshot, Group, and Filter Options on a Budget View

Objective

To apply the view, snapshot, group, and filter options on a budget view and how to export a budget view to CSV or PDF. 

Background

The Budget tool lets you create flexible, configurable 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. 

Things to Consider

• Required User Permission:
  • 'Read-only' or higher on the Budget tool.
• Prerequisites:
  • Set up a New Budget View
  • Create a Budget Snapshot
  • (Optional) Enable Sub Jobs
• Additional Information:
  • The Sub Jobs option in the Group and Filter lists will appear as a selection whether or not the sub jobs feature has been enabled in Procore.

Steps

1. Navigate to the project's Budget tool.
2. Select a budget view from the View list.
   Note: Views are created in the project's Admin tool. See Set up a New Budget View. 
3. Apply one or more of these options to change how the system showcases the data in your selected budget view:
   • Snapshot
     Select a budget snapshot from the Snapshot list.
     Note: For selections other than 'Current' to appear, you must first add one or more snapshots for the selected budget view. See Create a Budget Snapshot.
     
     
      
   • Group
     Select one or more options from the list to group your data by the selection. 
     
     
     Notes:
     • You can apply one or more group filters. 
     • To remove any or all filters, click the x next to the selected menu option.
     • To change the sort order of an applied filter, grab the selection by the hamburger button and use a drag-and-drop operation to move it to the desired sort position.
     • To reset the group filter to the default setting for the budget view (i.e., Sub Job, Division, and Cost Code), click Reset. 
     • The Sub Job filter always appears in the Group menu, whether or you not have enabled sub jobs on the project. See Enable Sub Jobs.
        
   • Filter
     Select one or more options from the list to narrow the data in your budget view. Click Clear Filters to remove any applied filters. 
     
     
      
     • Sub Job
       Select this option to filter data by the sub job(s) that you select. This filter is always visible, whether or you not have enabled sub jobs on the project. See Enable Sub Jobs.
     • Budget Row Type
       Select this option and place a mark next to the Budgeted and/or Non-Budgeted row types to apply this filter. For more details, see Add a Partial Budget Line Item.
     • Division
       Select this option to filter data by the divisions that you select. Each division corresponds to a section of your project specifications. See Import Spec Sections to the Admin Tool or Manually Create Divisions.
     • Cost Code
       Select this option to filter data by the cost codes that you select. See Add and Edit Project Cost Codes.
     • Category
       Select this option to filter data by cost types. See Set Default Cost Types. 
     • Actuals by Date. Select this option to filter direct costs and columns calculated with these sources for the specified date range. By default, any items without dates entered are also included. To exclude items without dates, place a mark in the Only Actuals with Dates checkbox on the calendar control. 
       Sources are filtered as follows:
       • Direct Costs
         Filter the list by direct costs through the item date selected. See Create a Direct Cost.
       • Subcontractor Invoice
         Filter the list by subcontractor invoices through the billing date selected. See Create an Invoice on Behalf of a Subcontractor or Create and Submit an Invoice as a Subcontractor.
     • Forecast Start Date. Select this option to filter the list by forecasted monitored resources using a start date that you select from the calendar control. See Use the Forecast to Complete Feature.
4. Additional Options:
   • Export
     Click Export > CSV or Export > PDF to open a CSV or PDF version of the budget in a separate browser window. The CSV will show all available rows and columns in the budget view. Any groups or filters applied to the view will be applied only to the PDF file.
   • Fullscreen
     Click this button to view the budget in your browser window in fullscreen mode. 
   • Arrows
     Click the arrows in the table to expand and collapse group summaries of your data. 
   • Tooltips
     Hover over a column's title to view details that show how the value in a column is calculated or to learn the tool source and filters for that column,. 
   • Drill-downs
     Click any budget value displayed in BLUE font to open a window showing detailed information about that value. 

See Also

• Set up a New Budget View
• Add a Partial Budget Line Item
• Edit an Existing Budget View
• Delete a Budget View
• Reading a Budget