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View a Snapshot from the Budget Tool (Beta)

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 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 view a budget snapshot from the Project level Budget tool. 

Background

Project Status Snapshots are available to any user granted the required user permissions. They can be seen from the Budget tool's Project Status Snapshots tab and the Company-level Project Status Snapshots tool. 

Things to Consider

  • Required User Permissions:
    To provide users access to snapshots on the Project level Budget tool:
    • To view all project status snapshots within a project's Budget tool, assign 'Read Only' level permissions.
    • To create project status snapshots using the project's Budget tool, assign 'Standard' or higher level permissions.
    • To create their own ad-hoc snapshots using the project's Budget tool, assign 'Standard' or higher level permissions.

Steps

There are different ways to view snapshots in the Budget tool. 

View a Project Status Snapshot from the Project Status Snapshots Tab

Any user can view a project status snapshot tab from this tab. Ad-hoc snapshots are not saved and do not appear in this tab. 

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab. 
  3. In the Name column, click the snapshot to open. 
  4. The system opens the snapshot in your web browser. A Viewing from Snapshot banner appears. 

    viewing-from-snapshot-callout.png
     
  5. Click the View Current Data button to return to your project's current budget data

View a Project Status Snapshot from the Project Status Snapshots Tab

Any user can view a project status snapshot tab from this tab. Ad-hoc snapshots are not saved and do not appear in this tab. 

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab. 
  3. In the Name column, click the snapshot to open. 
  4. The system opens the snapshot in your web browser. A Viewing from Snapshot banner appears. 

    viewing-from-snapshot-callout.png
     
  5. Click the View Current Data button to return to your project's current budget data. 

View a Project Status Snapshots as the Snapshot Creator

Snapshot creators can also view a snapshot immediately after it's created. 

  1. Complete the steps in Create a Budget Snapshot. 
    When saved, the Snapshot Created banner displays.

    view-snapshot-data.png
     
  2. Click View Snapshot Data. 
  3. The label on the banner changes to Viewing from Snapshot. 
  4. Review the snapshot as needed. 
  5. Click the View Current Data button to return to your project's current budget data. 

View an Ad-Hoc Snapshot as the Snapshots Creator

Ad Hoc snapshots can only be viewed after creation. Only project status snapshots are saved. 

  1. Complete the steps for an ad-hoc snapshot in Create a Budget Snapshot. 
    When saved, the Snapshot Created banner displays. 

    ad-hoc-snapshot-created.png
     
  2. Click View Snapshot Data.
  3. (Optional) See Export a Budget Snapshot if you want to save it. 
     Important
    Ad-hoc snapshots aren't saved after the current session. You must export it if you want to see it later. 
  4. Click the View Current Data button to return to your project's current budget data.