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About Budget Code Attributes (Beta)

Overview

 In Beta
This content is for participants in the Budget Code Attributes beta program. Learn how to join the beta in Manage Features With Procore Explore.

Budget Code Attributes enhance financial management by providing a more detailed and customisable way to categorise and track budget items. By allowing organisations to define up to three custom attributes and create unlimited items within each attribute, project teams can examine their budgets at a highly granular level. This flexibility allows teams to group budget line items beyond the standard classifications, facilitating more precise tracking and analysis of budget data. This approach leads to improved financial oversight and decision-making. Additionally, incorporating these attribute groupings and filters in Budget export PDFs ensures that all stakeholders receive comprehensive and well-organised financial reports. 

Examples
  • To provide precise filtering and grouping of budget information, create attributes to categorise budget codes by project phase, location, billing groups, contractor responsibility, resource type, reporting requirements, and more.
  • To provide granular filtering and grouping of attributes, see these examples:
     
    Example Attribute Example Attribute Items
    Project Phase Initiation, Planning & Design, Pre-Construction, Mobilization, Site Work, Structural Framework, Building Envelope, and so on.
    Location Building A - Zone 1, Building A - Zone 2, Level 1, Level 2, Site-Wide Infrastructure, Temporary Facilities, Off-Site Storage, and more. 
    Billing Group Allowance Reconciliation, Final Billing, Reimbursables, Milestone Payment A, Milestone Payment B, and so on.
    Contractor Responsibility Subcontractor - Electrical, Subcontractor - Plumbing, Owner Direct Purchase, Construction Manager (CM) at Risk Costs, Design-Build Entity, and so on. 
    Required Reporting Monthly Cost Report, Client Progress Claim Line Item, Sustainability Tracking, Funding Source Allocation, and so on. 

 

Key Features

 In Beta
This content is for participants in the Budget Code Attributes beta program. Learn how to join the beta in Manage Features With Procore Explore.

Key features include: 

Configure Attributes in the Budget Code Attributes Tab

If you want to enable Budget Code Attributes at the Company level, users with 'Admin' level permission on the Company Admin tool can find this feature under Project Settings, by clicking Work Breakdown Structure. Next, click the Budget Code Attributes tab.

 Note
Your team might choose to enable Budget Code Attributes only on specific projects. If this is the case, a user with 'Admin' level permissions on the Project Admin tool can find this tab in the Project Admin tool by clicking Work Breakdown Structure under Project Settings
Example

This shows the Budget Code Attributes tab in the Admin tool's Work Breakdown Structure under Project Settings.

wbs-project-settings-wbs.png

Create Custom Attributes

Empower your team to analyse project budgets with greater precision. In the Budget Code Attributes tab, click Create Attributes. Then enter up to three attribute names in the window and click Create. These names become available as filter and group options within the Budget tool.

Example

This shows you the Create Attribute window. 

create-custom-attributes.png

Add Granular Detail with Attribute Items

Once attributes are created, add an unlimited number of items to each. This allows for specific filtering and grouping of your budget data. Highlight the attribute to add items to it. You can change the Attribute Name, enter text in the Attribute Item box to add an unlimited number of items, and click the delete icon to remove an item. You can also import a spreadsheet to add long lists of items for each attribute. 

Example
This shows the Attribute Items window. 

add-attribute-items.png

Assign Attribute Items to Select Budget Codes

In the Edit Values panel, easily select the relevant items from the dropdown lists for each attribute, ensuring accurate categorization of budget codes when working with project budgets. You can also click the budget code checkboxes and click the Assign Attributes button to Edit Values for budget codes in bulk.

Example

This shows the Budget Code Usage tab, where you can select items from drop-down lists for each attribute.

budget-code-usage-attribute.png
This shows the Edit Values panel. To use it to assign attribute items to budget codes in bulk, mark the budget code checkboxes and click Assign Attributes. Next, change the Status, and select an item from each attribute's drop-down list. Then click Apply.

assign-attributes-in-bulk-edit-values.png

Set Up Quick Filters for the Budget Tool

Streamline budget analysis by pre-defining filters within the Work Breakdown Structure. Click the Filters button to open the Filters panel. Then apply them to selected budget codes.

Example

This shows you the Filters panel in the Budget Code Usage tab, where you can set up quick filters for the Budget tool. 

budget-code-usage-filters.png

Set Up Attribute Grouping for the Budget Tool

Once configured, project teams can leverage the created attribute groups to organise and view budget data effectively. Users can create groups with multiple items and grab the handles to move groups into the desired order. If you make a mistake, you can click Reset to clear the selections and start over. 

Example

This shows the Budget Code Usage tab, where you can set up groups for Status and attribute items.

budget-code-usage-groups.png

Apply Attribute Filtering and Grouping in the Budget Tool

Similarly, team members can apply the created attribute filters to narrow down and analyse specific segments of their project budgets. Choose the options from the Group and Filter drop-down menus in the project's budget.

 Tip
Want to include this information in a report? When you export a project's budget, any applied attribute filters or groups are included in the export file, ensuring comprehensive reporting.
Example

This shows you the Group and Filter menus in the Budget tool. 

apply-grouping-filtering-to-budget.png

Considerations

 In Beta
This content is for participants in the Budget Code Attributes beta program. Learn how to join the beta in Manage Features With Procore Explore.

Here are some important things to know about Budget Code Attributes:

Required User Permissions 

  • This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool. See Join the Beta
  • To apply attribute grouping and filtering options, users must have 'Read-Only' level permissions or higher on the Project level Budget tool. 

Additional Information 

  • Users can:
    • Create up to three (3) custom attributes per project. 
    • Create an unlimited number of attribute items for each attribute. 
    • Assign attributes to budget codes using the Budget tool's line item importer. See Import a Budget
  • Other information:

 

More

 Coming Soon

Additional information about Budget Attributes will be published when this feature is Generally Available (GA) in Procore.