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Procore

View and Filter the Change History of the Budget

Objective

To view and filter the change history of the budget, which details every change made to the budget in Procore.

Things to Consider

  • Required User Permission: 'Admin' level permissions on the Budget tool. 

Steps

View the Change History

  1. Navigate to the project's Budget tool.
  2. Click the Change History sub tab.
  3. The change history outlines the change, who performed the change, details of the change, from what it was changed from and what it was changed to, and the date and time of the change. Items in this history cannot be deleted.

Filter the Change History

  1. Navigate to the project's Budget tool.
  2. Click the Change History sub tab.
  3. Use the Cost Code drop-down and the Cost Type drop-down to select cost codes and cost types you want to filter your change history by. 

    change-history-filter.png
  4. Click Apply
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