About the Funding Tool

Objective 

To learn how to use the options in the Project level Funding tool. 

Background 

The data table in the Funding tool lists all of the fundings on your project. The features available in this tab also provide you with the ability to:

• Control table row and column configurations. Optimize your tool's workspace by changing the width and height of the table's rows. You can also easily show and hide the columns of your choice, quickly change the column sorting, automatically size one or all columns, and pin columns to keep them in place on your page. 
• Apply filters to analyze data. Apply filters to improve your ability to analyze your data. When applying a filter, Procore shows only the line items that meet your criteria and hides the line items that don't. You can then export or print your data with the filters applied. 
• Apply groupings to focus on subpopulations. Group your fundings in meaningful categories. Want to see all the fundings in the 'Draft' status? Or to view all fundings for a specific funding source? Apply the grouping and change the grouping order to nest the table's data. 
• Streamlined viewing and navigation experience. A clean table layout provides you with the best possible viewing and navigation experience so you don't have to spend your time jumping around to look at data. 

Things to Consider 

• Required User Permissions:
  • To gain access to the tool, 'Read Only' level permissions or higher on the project's Funding tool. 

     Note

    • To learn about the required user permissions to perform a specific task with the Funding tool, see Permissions. 

Prerequisites 

• Add the Funding tool to your project. See Add and Remove Project Tools.
• Configure the tool's settings. See Configure Advanced Settings: Funding.
• Create one or more fundings to populate the table. See Create Fundings.

Example

Features

The table below summarizes all of the tasks that you can perform with the features in the project's Funding tool. To create and view reports using data from your project's Funding tool, use the Project level Reports tool. See Create a Custom Project Report. 

	Feature	Description	To learn more…
1	Fundings	Lists all of the fundings in your Procore project. You can create one (1) or multiple fundings for per project.	Create Fundings
2	Export Funding List	Exports a list of all fundings as a Microsoft Word (DOCX) file or a Portable Document Format (PDF) file.	Export a Funding List
3	Create Button	Create new fundings for your project. You can create one (1) or multiple fundings on each Procore project.	Create Fundings
4	Search	Click the  magnifying glass to expand the search field. Then enter your keywords and press ENTER or click the  magnifying glass again to initiate your search.	Search for and Apply Filters to the Funding Tool
5	Filters	Apply filter options to your fundings table.	Search for and Apply Filters to the Funding Tool
6	Sorting	Click the BLUE arrow on a column to apply the ascending or descending sort order.	Sort Columns
7	Overflow Menu	Hover your mouse cursor over a column until the More menu appears. Then click it to see your options.	Overflow Menu
8	Grouping	Select one or more columns to group the data in your fundings table.	Group Columns
9	Table Settings	Click the Table Settings button to open a pane on the right side of the table where you can manage row size, column display, and more.	Manage Table Settings Row Height Configure Columns
10	Contract Number Hyperlink	Click the funding number hyperlink to open the corresponding funding.	View Fundings
11	Owner/Client Hyperlink	Click the owner/client hyperlink to open the corresponding company record in the project's Directory tool.	Edit a Company in the Project Directory
12	Prime Contract Status	View the status of a funding inline.	If you have the required user permissions, you can change the status when you Edit a Funding.
13	Expand	Click the BLUE arrow on a funding line item to open an expanding drawer that lists any change orders associated with your funding. Click the arrow again to close the drawer.	Create a Funding Change Order
12	View Change Orders	If your funding has any associated change orders, you can click the down arrow to expand the table to show the associated change orders.	If you have the required user permissions to the Change Orders tool, you can also follow the steps in View Change Orders.
15	Change Order Status	View the status of a funding change order.	If you have the required user permissions to the Change Orders tool, you can also change status when editing a change order. See Edit a Change Order.
16	Grand Totals	View grand totals for all of the currency- and number-formatted columns in your table.	What are the default columns in the Funding tool?

See Also

• Manage Rows & Columns in the Funding Tool
• Search for and Apply Filters to the Funding Tool