Skip to main content
Procore

Export a Snapshot from the Budget Tool (Beta)

  1. Last updated
  2. Save as PDF
 In Beta
This content is for participants in the Project Status Snapshots beta program. Learn how to join the beta in Manage Features With Procore Explore.

Objective

To export a budget or forecasting snapshot from a project's Budget tool. 

Background

After creating a snapshot, users can immediately export it to a Comma Separated Values (CSV) file or the Portable Document Format (PDF). The snapshot type available depends on whether you're exporting from the Budget tool's Budget or Forecasting tab. 

Things to Consider

  • Required User Permissions:
    • To export any project status snapshot created from the Project Status Snapshots tab, 'Read-Only' level permissions or higher on the project's Budget tool. 
  • Additional Information:
    • Ad Hoc and Project Status Snapshots are available for the Budget tab. 
    • Only Ad Hoc Snapshots are available for the Forecasting tab. 

Steps

  1. Navigate to the Budget tool. 
  2. Click Budget or Forecasting tab.
  3. Create or view a snapshot.
     Note
    Ad Hoc and Project Status Snapshots are available for the Budget tab.  Only Ad Hoc Snapshots are available for the Forecasting tab.  
  4. (Optional) Choose the budget view and apply any filtering or grouping options to the snapshot.
  5. Click Export. 
     export-budget-forecast-snapshot.png
     Note
    Because CSV is a flat file format, any applied grouping options are not included in exports to CSV. 
  6. Choose one of these options from the menu:
    • CSV. This downloads a CSV file to the location configured in your web browser. 
    • PDF.  This opens a PDF version of the file in a new browser window. To download it, use the options available in your web browser's PDF viewer.