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Configure Columns for the Project Status Snapshots Tab of the Budget Tool (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.

Objectives

To configure columns for the Project Status Snapshots tab in the Project level Budget tool. 

Background

Users can customise the column display for the Project Status Snapshots tab of the Budget tool. This lets your team focus on what's relevant to your unique business needs. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level permissions or higher on the Project level Budget tool.

Steps

  1. Navigate to the Project level Budget tool. 
  2. Click the Project Status Snapshots tab.
  3. Click Configure Columns.
    This opens the Table Settings panel. 
    pss-configure-columns.png
  4. Under Configure Columns, you have these choices for each available column:
    • Show columns. Move the toggle switch to the right. The system's default setting is to show all available columns. 
    • Hide columns. Move the toggle switch to the left. 
  5.  When finished, click the Close (x) icon on the panel.