To create a custom project report to compare your project's budget snapshots.
You can use Procore's custom report feature to create a custom financial line items reports to compare your project's budget snapshots. A budget snapshot is a picture of your budget in its current state and snapshots can be taken at different times during a project's lifecycle. For example, your project team might take a budget snapshot at the end of each month or after a forecast update. Using budget snapshots lets you analyze how your budget changes over the course of a project and you can enhance that ability by creating a financial line item report to compare your project's budget snapshots.
Add this column... | To display this information... | To learn more.. |
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Budget View | Lists the name of the budget views. | Set up a New Budget View |
Budget Snapshot Name | Lists the name of the budget snapshot. | Create a Budget Snapshot |
Optional: Budget Snapshot Description | Lists the description of the budget snapshot, if entered. | Create a Budget Snapshot |
Date | Lists the date of the budget snapshot. | Create a Budget Snapshot |
Cost Code | Displays the multi-tiered 'Cost Code' segment item and its description. See What are Procore's default cost codes? | Import Segment Items into your Project Level Admin Tool (Procore Imports) |
Cost Type | Displays the 'Cost Type' segment item. See What are Procore's default cost types? | Import Segment Items into your Project Level Admin Tool (Procore Imports) |
Sub Job | Displays the sub job. Note: The sub job feature must be enabled to see this column. | Enable Sub Jobs on Projects for WBS |
Optional: Add additional columns as desired | Example To compare the 'Projected Over Under' values or 'Revised Budget' values in your snapshots, drag those columns into the report. |