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Procore

Enable Advanced Forecasting in a Project's Budget

Objective

To enable the advanced forecasting feature in a project's Budget tool. 

Background

In Procore, a forecasting view is a tool that you can leverage to help your project team avoid cost overruns. It supports project mangers with an improved way to estimate how monthly project costs can be allocated on a project's budget. A default 'Procore Standard Forecast' view is provided to all Procore clients who enable this feature. This view can be assigned to a project, so project manager's can work with the view in a 'Forecasting' tab in a project's Budget tool. With this view, your analysis can be performed on line-item basis, which help project managers make informed adjustments to budgets at the line item level. 

Things to Consider

  • Required User Permission:
    • 'Admin' on the project's Budget tool. 

Steps

  1. Navigate to the project's Budget tool. 
  2. Click the Configure Settings  icon.
  3. Under Budget Settings, mark the Enable Advanced Forecasting checkbox. 
  4. Click Update.
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