Create a Custom Budget Report
Objective
To create a custom report that provides an optimised, real-time view of a project's budget.
Background
If you have the required user permissions listed below, you can create a custom budget report using the project's data.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Budget tool.
AND - 'Admin' level permissions on the project's Reports tool.
AND - 'Admin' level permissions on the company's Admin tool.
- 'Admin' level permissions on the project's Budget tool.
- Additional Information:
- For an alternate way to create reports using data from the budget, see Create a Custom Project Report.
Prerequisites
- Set up a Budget in a New Procore Project
- Add the Reports tool to your project. See Add and Remove Project Tools
Steps
- Navigate to the project's Budget tool.
- Under Custom Reports, click +New.
- On the Create Budget Custom Report page, do the following:
- Name. Enter a name for the report. This is a required field.
- Columns. Place a checkmark next to the boxes that correspond to the data columns that you want in the report.
Notes
- To reposition a column in the report, grab the column by the icon and then use a drag-and-drop operation to move it to the position you want.
- The column at the top of the list appears on the left side of table in the report.
- The column at the bottom of the list appears on the right side of the table in the report.
- Click Create.
Notes
- To export your report to the Comma Separated Values (CSV) file format, click Export > CSV.
- To export your report to the Portable Document Format (PDF) file format, click Export > PDF.
- To edit your report, click Edit Custom Report.
- To delete your report, click Delete.