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Procore

Duplicate a Standard Column

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Things to Consider

  • Required User Permissions:

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

  • Additional Information:

    • Most standard columns can be duplicated to create custom columns, except for:

      • Original Budget Amount

      • Budget UOM

      • Budget Unit Cost

      • Budget Unit Qty

      • Notes

      • Budget Modifications (Legacy)

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Budget.

  3. Select the Columns tab.

  4. In the Columns list, click the standard column that you want to duplicate.

  5. Click Duplicate.
    A cloned column (e.g., [Original Column Name] Copy 1) will be created and selected automatically.

  6. Update the column configurations as needed.

  7. Save your changes:

    • Click Save to update an existing custom column.

    • Click Save as New Column to create an additional copy based on your modified settings.

See Also