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Procore

What source columns are available in Procore's budget views?

Background

In a Procore budget view, a source column pulls source data from corresponding columns in the Financial Management tools. Some Source Columns also have Advanced Options. To configure source columns for a budget view, see Set up a New Budget View.

Example
This image shows the Source Column configuration options in the Configure Columns window when configuring a budget view. When options are available, users can mark checkboxes to select columns, choose options to group settings, and mark checkboxes to apply filter options.  

configure-columns-example.png

Answer

When configuring a new or existing Source Column in a budget view, you can mark one or more checkboxes to turn the corresponding data columns ON. Remove the checkmarks to turn columns OFF. Users can also configure group and filter options for source columns when available.

Column Source Source Tool Data Column Group or Filter Options
Budget Change Production Qty Budget Budget Change Production Quantities Status
Scope
Budget Change Unit Quantity Budget Budget Change Unit Quantity Status
Budget Changes Budget Budget Change Adjustments Status
Scope
Change Event Production Qty Change Events ROM (Rough Order of Magnitude) Scope
Change Event Status
Change Event Unit Qty Change Events + Change Orders Revenue ROM (Rough Order of Magnitude) Head PCO
Scope
  Change Events + Change Orders ROM (Rough Order of Magnitude) Amount
Head PCO
Scope
Change Event Status
Change Events Change Events + Change Orders
(2- or 3- tier required)
Revenue ROM (Rough Order of Magnitude) Head PCO
Scope
  Change Events + Change Orders
(2- or 3- tier required)
ROM (Rough Order of Magnitude) Amount
Head PCO
Scope
Change Event Status
  Change Events Budget ROM (Rough Order of Magnitude) Budget Changes
Scope
Change Event Status
  Change Events + Change Orders
(2- or 3- tier required)
RFQ (Request for Quote) Head PCO
Commitment Costs
Non-Commitment Costs
Scope
Change Events Status
RFQ Status
  Change Events Non-Commitment Costs Scope
Change Event Status
  Change Events Change Event Latest Cost Scope
Change Event Status
  Change Events Change Event Latest Price Scope
Change Event Status
Commitment Commitments Subcontracts Status
  Commitments Purchase Order Contracts Status
  Commitments Change Orders 
Advanced Option: Potential Change Orders can be filtered by Status or Scope
Status
Scope
Direct Costs Direct Costs Direct Costs Type
Status
Direct Costs Unit Qty Direct Costs Direct Costs Unit Quantity Type
Status
 
Equipment Timecard Hours Equipment Equipment Timecard Hours N/A 
ERP Job Costs ERP Integrations ERP Job to Date Costs
ERP Commitment Progress Claimd
ERP Original Budget
ERP Current Budget
N/A
Installed Production Quantity Budget Installed Production Quantity N/A

Beta Owner Progress Claims

Head Contracts Owner Progress Claims Gross or Net
With Markup
Status
Head Contract Head Contracts Head Contracts Status
  Head Contracts + Change Orders Change Orders
Advanced Option: Potential Change Orders
Status
Scope
Head Production Qty Head Contracts + Change Orders Change Orders Production Quantity
Advanced Option: Potential Change Orders Production Quantity
Status
Scope
Head Unit Qty Head Contracts + Change Orders Change Orders Unit Quantity
Advanced Option: Potential Change Orders Production Quantity
Status
Scope
Production Qty Budget Budgeted Production Quantity N/A
Production UOM Budget Budgeted Production UOM N/A
Subcontractor Progress Claims Commitments Subcontractor Progress Claims Gross or Net (Gross Less Retention)
Status
Timecard Entry Hours Timecard Timecard Entry Hours Status