Carry Over Budget and Forecasting Views from a Project Template

Once you configure a project as a project template, you can create and assign specific budget and forecasting views to it. When you apply this project template to new projects, the pre-configured budget and forecasting views will automatically carry over to the new projects. This eliminates the need to manually assign views to each new project or apply them globally across the entire company, ensuring that your team has immediate access to the specific financial data they need from day one.

• Required User Permissions:

  • 'Admin' level permissions on the Company level Admin tool.

  • 'Standard' or 'Admin' level permissions on the Project level Budget tool.

  • 'Admin' level permissions on the Company level Directory tool.
    OR

  • 'Read Only' or higher level permissions on the Company level Portfolio tool with the privilege to create new projects. See Allow Users to Create New Projects.

• Prerequisites:

  • Configure a project template or identify an existing one to use. For details on configuring a project template, see Configure a Project Template.

  • Create at least one budget view and one forecasting view. See Set up a New Budget View and Set Up a New Forecasting View.

• Additional Information:

  • Budget and forecasting views will only carry over if the specific project template they are assigned to is selected during project creation.

  • Budget and forecasting views from a project template do not affect the views set to "All Projects"; those views will continue to appear on all projects.

1. Assign Budget and Forecasting Views to a Project Template

2. Apply the Project Template to a New Project

1. Navigate to the Company level Admin tool.

2. Under Tool Settings, click Budget.

3. Click the Budget or Forecasting tab.
   Click the Budget Views or Forecasting Views tab.

4. Click the budget or forecasting view you want to assign.
   Click Edit next to the budget or forecasting view.

5. Click the Assign to Projects drop-down list.
   Under Assigned Projects, click the hyperlinked number of projects. For example, 2/382 Projects.

6. Mark the checkbox next to your Project Template.

7. Click Done.
   Click Save Changes.

1. Navigate to the Company level Portfolio tool.

2. Click Create Project.

3. Select the project template with the assigned budget and forecasting views from the Project Template drop-down list.
   Note: For this option to become available, your Procore Administrator must first contact your Procore point of contact to Request to Enable a Project as a Template in Procore.

4. Continue setting up your project using the steps in Create a New Project.

5. Navigate to the new project's Budget tool to verify that the views have carried over.
   Note: Budget and forecasting views specifically assigned to the selected project template will now appear in the budget and forecasting view list for the new project.