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Procore

Analyse Variance Between Budget Snapshots (Beta)

  1. Last updated
    May 28, 2025
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 In Beta
This content is for participants in the Project Status Snapshots beta program. Learn how to join the beta in Manage Features With Procore Explore.

Objective

To learn about the Analyse Variance feature in the Budget tool.

Background

If you maintain a project's budget in Procore, you can record how your budget changes over time with the snapshot feature. You might want to create a snapshot at the end of each month, after you update your budget, or when a specific curve affects a forecast.

Every project team needs to know what is changing month-over-month, so that risk can be identified and mitigated. With the Analyse Variance feature in the Budget, you can compare snapshots directly to each other, or to your Current Budget, to identify variance down to the most granular, line-item level. This allows project teams to quickly and easily identify where things are shifting on the project, directly in the Budget, without the need for side spreadsheets.

Things to Consider

  • Required User Permissions:
    • To create a snapshot, 'Standard' level permissions or higher on the Project level Budget tool. 
    • To view all snapshots created in a project, 'Read Only' level permissions or higher on the Project level Budget tool. 
  1. Navigate to the project's Budget tool.
  2. Choose one (1) of these options:
    • Click the Budget tab and select a standard or custom budget view from the View menu.
      OR
    • Click the Project Status Snapshots tab and select a standard or custom budget view from the View menu. Next, click the snapshot Name to open it. 
       Note
      If you have been granted access to the Company level Project Status Snapshots tool, you can also use the Analyse Variance feature when viewing a project status snapshot. 
  3. Click Analyse Variance.
    This opens the Select Comparison Columns to Analyse Variance window.
  4. From the Comparison Snapshot menu, select the snapshot to compare it with your budget data.
  5. Under Columns to Display, choose one (1) option: Comparison Column and Variance Column, the Comparison Column Only, or the Variance Column Only.
  6. Under Comparison Columns, mark one or more checkboxes to select the columns to analyse for variance.


     
  7. Click Save.
    Procore analyses the current budget and snapshot for variance. 
Example

This example shows the Comparison Column and Variance Column option using Estimated Cost at Completion as the comparison column. The blue column label shows the snapshot data. The column labelled Variance shows the difference between the snapshot and your budget.

analyze-variance-project-status-snapshot.png