To learn how to use the options in the Project level Funding tool.
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:
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… | |
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1 | Fundings | Lists all of the fundings in your Procore project. You can create one (1) or multiple fundings for per project. | |
2 | Export Funding List | Exports a list of all fundings as a Microsoft Word (DOCX) file or a Portable Document Format (PDF) file. | |
3 | Create Button | Create new fundings for your project. You can create one (1) or multiple fundings on each Procore project. | |
4 | Search | Click the ![]() ![]() |
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5 | Filters | Apply filter options to your fundings table. | |
6 | Sorting | Click the BLUE arrow on a column to apply the ascending or descending sort order. | |
7 | Overflow Menu | Hover your mouse cursor over a column until the More menu appears. Then click it to see your options. | |
8 | Grouping | Select one or more columns to group the data in your fundings table. | |
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. | |
10 | Contract Number Hyperlink | Click the funding number hyperlink to open the corresponding funding. | |
11 | Owner/Client Hyperlink | Click the owner/client hyperlink to open the corresponding company record in the project's Directory tool. | |
12 | Prime Contract Status | View the status of a funding inline. |
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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. | |
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. |
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15 | Change Order Status | View the status of a funding change order. |
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16 | Grand Totals | View grand totals for all of the currency- and number-formatted columns in your table. |
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