Below are the notable changes to the project's Budget tool in 2018.
Budget Imports Now Support the XLSX Format (11/12/2018)
Updated the Project level Budget tool so that users can now import a budget in the XLSX format.
Added Active and All Tabs to the Monitored Resources Report (16/10/2018)
Previously, only active resources were displayed in the monitored resources report. Now, there is a tab to show both active and all monitored resources in the monitored resources report.
Updated the Forecast to Complete Feature (10/9/2018)
Updated the Project level Budget tool with improvements for General Conditions Monitoring. Also redesigned the Forecast to Complete experience. For details, see Budget: Updates to Forecast to Complete.
Added 'Non-Budgeted Source View' to Company Level Admin Tool (5/9/2018)
Updated the Company level Admin tool to updated the Budget page under Tool Settings with a new budget view. Now, when an end user clicks the Set Up a New Budget View button, the list of Standard Views includes a new 'Non-Budgeted Source View'. This provides Procore users with a template that reveals where all of a project's Unbudgeted Line Items (UBLIs) are coming from. See Set Up a New Budget View.
Added Filters to the Budget Tool's Change History (30/8/2018)
Updated the Budget tool's Change History tab to add a Cost Code and Cost Type filter.
Added an 'ERP Integrations' Link Under Configurations in the Budget Tool's Sidebar (27/8/2018)
If your company's Procore account has enabled the Company level Integrations tool, users with 'Read Only' level permission or higher to the ERP Integrations tool will now be able to click a new 'ERP Integrations' link under the 'Configurations' section of the Budget Tool's sidebar. This provides end users with quicker access to the ERP Integrations tool.
Import Multi-Level Cost Codes to Procore (24/8/2018)
Users with 'Admin' level permission on the Project level Budget tool can now import multi-level cost codes. To learn more, see Import Cost Codes to Procore.
New 'Send and Retrieve Budgets from ERP' Granular Permission (14/8/2018)
Added a new 'Send and Retrieve Budgets from ERP' granular permission. Previously, only users with 'Admin' level permission could perform this task. Now, privilege to perform this task can be granted to end users with 'Read Only' or 'Standard' level permission on the Budget tool. See Directory: New 'Send and Retrieve Budgets from ERP' Granular Permission for ERP Integrations.
Updated the Behaviour of Filters in Budget Tool (6/8/2018)
Updated the Project level Budget tool so that now, the Budget table only refreshes after all filter selections has been selected.
New Granular Permission to 'Lock Budget' (25/7/2018)
Updated the permission templates feature in the Company level Directory tool to add a new granular permission to 'Lock Budget' (for the Project level Budget tool) to facilitate more control over updates. See Directory: New 'Lock Budget' Granular Permission for the Budget Tool.
Added Non-Commitment Cost Filter for Change Events (12/7/2018)
Added a non-commitment cost filter for Change Events columns on the Budget tool. Users can can filter Rough Order of Magnitude (ROM)/Request for Quote (RFQ) columns by non-commitment "with cost" and non-commitment "without cost".
Search for Budget Line Items in Budget Modifications Popup Window (6/7/2018)
Updated the Budget Modifications popup window on the Project level Budget tool. Now, users can search for budget line items by typing in the 'Select a Budget Line Item' field.
New Granular Permission For Deleting Budget Line Items (3/7/2018)
Added Granular Permission on Permission templates for Deleting Budget Line items. Now permission templates can be configured to allow or disallow standard and read only users from deleting budget line items on project level budget. See Directory: New Granular Permission to Delete Budget Line Items.
Added Reminder Notice to Take a Budget Snapshot Prior to an Import (13/6/2018)
Added a confirmation popup to remind users to take a budget snapshot in order to preserve existing data prior to importing new budget values.
Added an Original Budget Amount History Popup Window (13/6/2018)
A users can now open a popup window to view a previous snapshot of Original Budget amount values.
Assign a Percentage Format to a Calculated Column (6/6/2018)
Users can now create a calculated column and assign the format to be a percentage in the Project level Budget and Forecast tools.
Added Percentage Columns To The Budget And Forecast Tools (5/6/2018)
Previously, there was no way to create a percentage column on the budget. Now, users can create a calculated column and assign the format to be a percentage.
Improved Error Messaging for Budget Templates (24/5/2018)
Updated the error messaging for the the Budget template so it is more informative for end users when there is a blank Description and Name.
Updated Direct Cost Cell Detail Information (21/5/2018)
Updated Direct Cost cell detail information on the Project level Budget tool. Now the components render the correct icons and appropriate N/A or empty cells.
Added Direct Cost Granular Permissions To The Budget (10/5/2018)
Previously, end users with 'Read-Only' level permissions or higher could view direct cost details. Because direct costs can sometimes contain sensitive payroll cost data that should only be visible to select users, a new 'View Direct Cost Details' granular permission has been added to the Configure Templates page. Users can now govern access to these details using the permission template feature.
Updated Direct Cost Column On Budget Tool (10/5/2018)
Updated Direct Costs column on the Budget tool to be more informative. The items now expand/collapse and include date and unit of measure columns.
Bulk Apply a Status on Multiple Commitment Progress Claims While Editing Billings (3/5/2018)
End users can now change the status of multiple commitment progress claims at one time. To do this, navigate to the Commitments tool and click the Billings tab, click the new Edit button. In the Status drop-down menu, select the desired status and click the Save Edits button. This applies the selected status on all of the specified commitment progress claims.
Added Progress Indicator for Budget Configuration in Admin Tool (23/4/2018)
Updated the Company level Admin tool's Budgeting Configuration page to add progress spinners on the Create button and page that appears. This better communicates to end users that the data on the page is loading.
Improved Add Filter List for Cost Codes In Budget Tool (12/4/2018)
Updated the Project level Budget tool to improve the search capability on the Add Filter list for Cost Codes. Now, end users can start typing a cost code number and the Cost Code drop-down list will only show codes that match the search criteria.
Importing Unit of Measure & Unit Quantity Update Now Updates the Original Budget Amount (2/4/2018)
Users requested the ability to import budget updates that only included the 'Unit of Measure' and 'Unit Quantity' values. Prior to this change, when end users attempted to update the values using the CSV import, the 'Original Budget Amount' was set to zero (0). Now, when end users update the 'Unit of Measure' and 'Unit Quantity' values through a CSV import, the Original Budget Amount is updated as expected. See Import a Budget CSV.
Updated Source Column Configuration for Commitment Progress Claims (21/3/2018)
Updated the Project level Budget tool so that users can now create a new commitment progress claim source column by clicking the Create button. This opens a setup window where end users can then select Commitment Progress Claims from the Source drop-down list. This setup window also provides users with the ability to choose the Gross or Net option button (Note: The Gross button is Procore's default selection). Users can also apply any desired Status filters.
Improved Scrolling in Budget & Forecast Tabs (12/3/2018)
Previously, on large projects, scrolling lagged on both the Budget and Forecast tabs. Now, scrolling on large projects is smoother and quicker. When users scroll, the data in the table shows a loading state which then disappears once the user stops scrolling. This allows for a faster scrolling experience.