Budget - Release Notes
Below are the notable changes to the project's Budget tool.
Recent Changes
New 'Notes' Column for Line Items in Budget and Forecasting Views (12/5/2025)
Teams can now add a Notes column to budget and forecast views. This gives your team essential context about specific line items to improve decision-making. Notes are visible within Procore in views, exports, reports, and snapshots. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. For details, see About Budget Notes.
Beta Try Out a New 'Status' Filter for Owner Progress Claims in Procore's Budget Views (12/05/2025)
Procore invites you to try out a new 'Status' filter that works with the 'Owner Progress Claim' source column on a budget view, letting budget view users filter budget line items by owner progress claim status: Draft, Under Review, Revise & Resubmit, and Approved. To participate in this beta program, contact your Procore point of contact. To learn more, see Set up a New Budget View.
Enabled Workflows Data for Budget Changes for Procore Custom Solutions (12/05/2025)
For teams using custom forms created by Procore Custom Solutions, Procore introduced the capability to enable workflows data for budget changes, streamlining the budget management process by integrating workflow data directly into custom PDF reports. This enhancement improved the accuracy and efficiency of budget tracking and reporting, providing construction stakeholders with a comprehensive view of budget changes and their associated workflows.
Beta Budget Code Attributes for Work Breakdown Structure (25/04/2025)
Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This program can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.
CONFIGURABLE RED TEXT ON BUDGET LINE ITEMS (11/11/2024)
With this release, a new setting is introduced that allows users to control whether budget line items appear in red when any of their values are negative. This feature provides flexibility for users who prefer not to have line items highlighted in red. When the setting is turned ON, negative values will be displayed in red text on both the budget and PDF, as is currently the case. When the setting is turned OFF, all text will appear in black, except for hyperlinks, regardless of negative values.
View Labour Productivity Tracking with Flexible Work Breakdown Structure (17/06/2024)
You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report at the right level of granularity, for an enhanced real time labour productivity cost Budget View. See Resource Tracking and Project Financials: Setup Guide.
New Configuration Setting for Automatic Change Event Creation (13/05/2024)
A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.