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Procore

Enable Advanced Forecasting in Procore

Objective

To submit a request to enable the advanced forecasting feature for use with the project's Budget tool. 

Background

Your company's Procore Administrator can request to enable the advanced forecasting feature for the Budget tool by submitting an email request to your Procore point of contact. After the feature is enabled in your company's Procore account, the following features become available for use:

  • Company Level Admin Tool
    • A 'Forecasting' tab and 'Set Up New Forecasting View' options in the  Company Admin tool. This gives your company's Procore Administrator the ability to:
      • Assign the 'Procore Standard Forecast' view to active projects in your company's Procore account.
      • Choose the Forecasting Column to Spread. 
      • Create customized forecasting views for use on active projects in your company's Procore account. 
  • Project Level Budget Tool
    • An 'Enable Advanced Forecasting' checkbox in the Configure Settings page of the Budget tool.  This provides users with 'Admin' permission on the Budget tool to enable advanced forecasting on specific projects. 
    • After it is enabled on a project, the 'Forecasting' tab becomes available to users in the project's Budget tool. 

Things to Consider

  • Required User Permissions:
    • To request to enable this feature in your company's Procore account, you must be your company's Procore Administrator.

Prerequisites

Steps

  1. Send an email request to your Procore point of contact and include a hyperlink to your company's Procore account.
  2. Wait for your Procore point of contact to confirm that the feature is enabled.
  3. Continue with the Next Step

 

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.