Skip to main content
Procore Support (en-au)

What are Procore's standard budget views?

Answer

In Procore, a budget view is a visual layout for your budget data. Using Procore's budget view feature in the Company Admin tool (see Set up a New Budget View), you can create customised views of your construction project's budget. You can also use one of the default budget view templates that are available by default. 

Procore Standard Budget View

All Procore company accounts include the 'Procore Standard Budget' view, which is the default view that is available for use with the project's Budget tool. This view can also be customised as described in Set up a New Budget View

Example

Procore Standard Budget View

The illustration below shows you the default layout for the 'Procore Standard Budget' view, as it looks when assigned to a project's Budget tool.

procore-standard-budget-view.png

Default Columns

The following table details the default column and layout of the 'Procore Standard Budget' view. 

Column Name Column  Type Column Format Description
Sub Job Standard N/A If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Division Standard N/A Shows the division associated with the budget line item.
Cost Code Standard N/A Shows the cost code associated with the budget line item.
Cost Type Standard N/A Shows the cost type associated with the budget line item. 
Original Budget Amount Standard Currency Shows the original budget amount for the budget line item. 
Budget Modifications Standard Currency Shows the amount of a budget modification for the budget line item. 
Approved COs Source N/A This visible column shows the commitment variations in the Approved status by default. It also provides advanced options that permit you to include/exclude variations in other statuses and Head Contract. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Revised Budget Calculated Currency This visible column shows the total amount of any Budget Modifications + Approved COs. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Pending Budget Source Currency This visible column shows the all budget changes in the Pending - statuses for the budget line item. 
Committed Costs Source Currency This visible column shows the commitment costs for subcontracts in the Approved and Complete statuses, purchase orders in the Approved status and variations in the Approved status. It also provides advanced options that permit you to include/exclude other status options for commitments and variations.  
Direct Costs Source Currency This visible column shows direct costs in the Pending, Revise and Resubmit, and Approved status. 
Job to Date Costs Calculated Currency This visible column shows Direct Costs + Subcontractor Progress Claims.
Pending Cost Changes Source Currency This visible column shows subcontracts in the Out for Signature status, purchase order contracts in the Processing, Submitted, Partially Received, and Received Status, and variations in the Pending - statuses. 
Projected Costs Calculated Currency This visible column shows Committed Costs + Direct Costs + Pending Cost Changes.This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Forecast to Complete Standard Currency This visible column is an automatic calculation of the Projected Budget - Project Costs. 
Estimated Cost at Completion Calculated Currency This visible column calculates the Projected Costs + Forecast to Complete. 
Projected Over/Under Calculated Currency This visible column calculates the Projected Budget - Estimated Cost at Completion. 

Procore Standard Budget (Custom Reporting View)

By default, the columns in the 'Procore Standard Budget (Custom Reporting View)' exactly matches the columns in the 'Procore Standard Budget' view. You can use this view to create a customised budget view to use as a source for generating custom reports with the Company and Project level Reports tool. To learn how to set up a budget view for custom reporting,  see Set Up a Budget View for Custom Reporting.

Example

Procore Standard Budget (Custom Reporting View)

The illustration below shows you the default layout for the 'Procore Standard Budget (Custom Reporting View)', as it looks when assigned to a project's Budget tool.

custom-reporting-view.png

Default Columns

The following table details the default column and layout of the 'Procore Standard Budget (Custom Reporting View).' 

Column Name Column  Type Column Format Description
Sub Job Standard n/a If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Division Standard n/a Shows the division associated with the budget line item.
Cost Code Standard n/a Shows the cost code associated with the budget line item.
Cost Type Standard n/a Shows the cost type associated with the budget line item. 
Original Budget Amount Standard Currency Shows the original budget amount for the budget line item. 
Budget Modifications Standard Currency Shows the amount of a budget modification for the budget line item. 
Approved COs Source n/a Shows the commitment variations in the Approved status by default. It also provides advanced options that permit you to include/exclude variations in other statuses and Head Contract. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Revised Budget Calculated Currency Shows the total amount of any Budget Modifications + Approved COs. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Pending Budget Source Currency Shows the all budget changes in the Pending - statuses for the budget line item. 
Committed Costs Source Currency Shows the commitment costs for subcontracts in the Approved and Complete statuses, purchase orders in the Approved status and variations in the Approved status. It also provides advanced options that permit you to include/exclude other status options for commitments and variations.  
Direct Costs Source Currency Shows direct costs in the Pending, Revise and Resubmit, and Approved status. 
Job to Date Costs Calculated Currency Shows Direct Costs + Subcontractor Progress Claims.
Pending Cost Changes Source Currency Shows subcontracts in the Out for Signature status, purchase order contracts in the Processing, Submitted, Partially Received, and Received Status, and variations in the Pending - statuses. 
Projected Costs Calculated Currency Shows Committed Costs + Direct Costs + Pending Cost Changes.This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Forecast to Complete Standard Currency Shows an automatic calculation of the Projected Budget - Project Costs. 
Estimated Cost at Completion Calculated Currency Calculates the Projected Costs + Forecast to Complete. 
Projected Over/Under Calculated Currency Calculates the Projected Budget - Estimated Cost at Completion. 

Blank Budget View

The Blank Budget View provides you with a basic set of budget columns to manage a simple budget.

Example

Blank Budget View

The illustration below shows you the default layout for the 'Blank Budget View', as it looks when assigned to a project's Budget tool.

blank-budget-view-ungrouped.png

Default Columns

The following table details the default column and layout of the 'Blank Budget View.' 

Column Name Column  Type Column Format Description
Sub Job Standard n/a If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Division Standard n/a Shows the division associated with the budget line item.
Cost Code Standard n/a Shows the cost code associated with the budget line item.
Cost Type Standard n/a Shows the cost type associated with the budget line item. 
Budget Unit Qty Standard n/a Shows the unit quantity for the budget line item.
Budget UOM Standard n/a Shows the UOM for the budget line item
Budget Unit Cost Standard n/a Shows the unit cost for the budget line item. 
Original Budget Amount Standard n/a  Shows the original budget amount for the budget line item. 
Budget Modifications Standard n/a Shows the amount of a budget modification for the budget line item. 

(Multi-Level) Procore Standard Budget View

This budget view provides users with a multi-level cost code structure. This view can also be customised as described in Set up a New Budget View

Example

(Multi-Level) Procore Standard Budget View

The illustration below shows you the default layout for the '(Multi-Level) Procore Standard Budget View', as it looks when assigned to a project's Budget tool. It also shows your budget when grouped by Sub Job and Cost Type. 

multi-level-standard-budget-view.png

Default Columns

The following table details the default column and layout of the '(Multi-Level) Procore Standard Budget View.' 

Column Name Column  Type Column Format Description
Cost Code Level 1 Standard n/a This column shows the first level of the multi-level cost code associated with the budget line item.
Cost Code Level 2 Standard n/a This column shows the second level of the multi-level cost code associated with the budget line item.
Cost Code Level 3 Standard n/a This column shows the third level of the multi-level cost code associated with the budget line item.
Cost Code Level 4 Standard n/a This column shows the fourth level of the multi-level cost code associated with the budget line item.
Cost Code Level 5 Standard n/a This column shows the fifth level of the multi-level cost code associated with the budget line item.
Cost Type Standard n/a This visible column shows the cost type associated with the budget line item. 
Budget Unit Qty Standard n/a Shows the unit quantity for the budget line item.
Budget UOM Standard n/a Shows the UOM for the budget line item
Budget Unit Cost Standard n/a Shows the unit cost for the budget line item. 
Original Budget Amount Standard n/a  Shows the original budget amount for the budget line item. 
Budget Modifications Standard n/a Shows the amount of a budget modification for the budget line item. 
Project Standard n/a Shows the name of the project.
Sub Job Standard n/a If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Forecast to Complete Standard n/a Shows an automatic calculation of the Projected Budget - Project Costs. 

Non-Budgeted Source View

All Procore company accounts include the 'Non-Budgeted Source View.'  This view helps you identify non-budgeted items in a projects by showing contracts, variations, direct costs and change events. This view can also be customised as described in Set up a New Budget View

Example

Non-Budgeted Source View

The illustration below shows you the default layout for the 'Non-Budgeted Source View,' as it looks when assigned to a project's Budget tool. It also shows your budget grouped by Sub Job and Division. 

non-budgeted-source-view.png

Default Columns

The following table details the default column and layout of the 'Non-Budgeted Source View.' 

Column Name Column  Type Column Format Description
Sub Job Standard n/a If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Division Standard n/a Shows the division associated with the budget line item.
Cost Code Standard n/a Shows the cost code associated with the budget line item.
Cost Type Standard n/a Shows the cost type associated with the budget line item. 
Budget Unit Qty Standard n/a Shows the unit quantity for the budget line item.
Budget UOM Standard n/a Shows the UOM for the budget line item
Budget Unit Cost Standard n/a Shows the unit cost for the budget line item. 
Original Budget Amount Standard Currency This visible column shows the original budget amount for the budget line item. 
Budget Modifications Standard Currency This visible column shows the amount of a budget modification for the budget line item. 
Project Standard n/a This hidden columns provides the project information. 
Head Source Currency This visible column shows head contracts and head contract variations associated with the budget line item.
All Direct Costs Source Currency This visible column shows all of the direct costs associated with the budget line item.
Commitments Source Currency This visible column shows the purchase orders and subcontractors associated with the budget line item. 
Change Event ROM Source Currency This visible column shows the estimated Rough Order of Magnitude (ROM) value for any change events associated with the budget line item.

Procore Labour Productivity Cost View

All Procore company accounts include the 'Procore Standard Budget' view, which is the default view that is available for use with the project's Budget tool. This view can also be customised as described in Set up a New Budget View

Example

Procore Standard Budget View

The illustration below shows you the default layout for the 'Procore Standard Budget' view, as it looks when assigned to a project's Budget tool.

procore-standard-budget-view.png

Default Columns

The following table details the default column and layout of the 'Procore Standard Budget' view. 

Column Name Column  Type Column Format Description
Sub Job Standard N/A If sub jobs are enabled in Procore (see Enable Sub Jobs), this column shows the name of the sub job associated with the budget line item.
Division Standard N/A Shows the division associated with the budget line item.
Cost Code Standard N/A Shows the cost code associated with the budget line item.
Cost Type Standard N/A Shows the cost type associated with the budget line item. 
Original Budget Amount Standard Currency Shows the original budget amount for the budget line item. 
Budget Modifications Standard Currency Shows the amount of a budget modification for the budget line item. 
Approved COs Source N/A This visible column shows the commitment variations in the Approved status by default. It also provides advanced options that permit you to include/exclude variations in other statuses and Head Contract. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Revised Budget Calculated Currency This visible column shows the total amount of any Budget Modifications + Approved COs. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Pending Budget Source Currency This visible column shows the all budget changes in the Pending - statuses for the budget line item. 
Committed Costs Source Currency This visible column shows the commitment costs for subcontracts in the Approved and Complete statuses, purchase orders in the Approved status and variations in the Approved status. It also provides advanced options that permit you to include/exclude other status options for commitments and variations.  
Direct Costs Source Currency This visible column shows direct costs in the Pending, Revise and Resubmit, and Approved status. 
Job to Date Costs Calculated Currency This visible column shows Direct Costs + Subcontractor Progress Claims.
Pending Cost Changes Source Currency This visible column shows subcontracts in the Out for Signature status, purchase order contracts in the Processing, Submitted, Partially Received, and Received Status, and variations in the Pending - statuses. 
Projected Costs Calculated Currency This visible column shows Committed Costs + Direct Costs + Pending Cost Changes.This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Forecast to Complete Standard Currency This visible column is an automatic calculation of the Projected Budget - Project Costs. 
Estimated Cost at Completion Calculated Currency This visible column calculates the Projected Costs + Forecast to Complete. 
Projected Over/Under Calculated Currency This visible column calculates the Projected Budget - Estimated Cost at Completion. 
  • Was this article helpful?