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Procore

Create a Custom Budget Report

Objective

To create a custom report that provides a more optimized, real-time view of a project's budget.

Background

If you have 'Admin' permission on the project's Budget and Reports tool, you can use the steps below to create a custom report that includes column data from a project's Budget tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the Budget tool
      AND
    • 'Admin' on the Reports tool  
  • Additional Information:

Steps

  1. Navigate to the project's Budget tool.
  2. Under Custom Reports, click +New.
  3. On the Create Budget Custom Report page, do the following:
    1. Name. Enter a name for the report. This is a required field. 
    2. Columns. Place a checkmark next to the boxes that correspond to the data columns that you want in the report.
      Notes
      • To reposition a column in the report, grab the column by the icon and then use a drag-and-drop operation to move it to the position you want. 
      • The column at the top of the list appears on the left side of table in the report. 
      • The column at the bottom of the list appears on the right side of the table in the report. 
  4. Click Create.
    Notes:
    • To export your report to the Comma Separated Values (CSV) file format, click Export > CSV
    • To export your report to the Portable Document Format (PDF) file format, click Export > PDF.
    • To edit your report, click Edit Custom Report
    • To delete your report, click Delete.
If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.

 

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