What are the differences between the various budget reports in Procore Analytics?
This FAQ clarifies the different budget reports available in Procore Analytics 2.0 and how they relate to your Procore data.
What information is presented in the Procore Financials Budget 2.0 Report in Power BI?
This report recreates the default Procore Standard Budget View within Power BI. It does not pull from the Procore Standard Budget View Procore. Therefore, any changes made to the Procore Standard Budget View within Procore, will not be reflected in this Power BI report.
What does the Procore Financials Budget (custom) 2.0 Report in Power BI show?
This report pulls data from the budget views that have been selected in the company level Procore Analytics tool, under the Budgeting and Forecasting tab. This means that any changes made to the selected budget view will directly affect the data displayed in this particular Power BI report. For more information on regarding configuration requirements, see Add Custom Views for Procore Analytics and Configure Custom Budget Report.
What does the Procore Owners 2.0 Report in Power BI show?
This report recreates the Anticipated Cost View within Power BI. If you are utilising Snapshot Reporting, you may need to Set Up the Anticipated Cost Report Budget View specifically for the Procore Analytics Owner Report.
Where does Power BI pull its budget data from for all other reports?
All other budget references on other reports in Power BI utilise the default Procore Standard Budget View.