What source columns are available in Procore's budget views?
Background
In a Procore budget view, a source column pulls source data from corresponding columns in the Financial Management tools. Some Source Columns also have Advanced Options. To configure source columns for a budget view, see Set up a New Budget View.
ExampleThis image shows the Source Column configuration options in the Configure Columns window when configuring a budget view. When options are available, users can mark checkboxes to select columns, choose options to group settings, and mark checkboxes to apply filter options.
This image shows the Source Column configuration options in the Configure Columns window when configuring a budget view. When options are available, users can mark checkboxes to select columns, choose options to group settings, and mark checkboxes to apply filter options.
Answer
When configuring a new or existing Source Column in a budget view, you can mark one or more checkboxes to turn the corresponding data columns ON. Remove the checkmarks to turn columns OFF. Users can also configure group and filter options for source columns when available.
Column Source | Source Tool | Data Column | Group or Filter Options | |
|---|---|---|---|---|
Budget Change Production Qty | Budget | Budget Change Production Quantities | Status Scope | |
Budget Change Unit Quantity | Budget | Budget Change Unit Quantity | Status | |
Budget Changes | Budget | Budget Change Adjustments | Status Scope | |
Change Event Production Qty | Change Events | ROM (Rough Order of Magnitude) | Scope Change Event Status | |
Change Event Unit Qty | Change Events + Change Orders | Revenue ROM (Rough Order of Magnitude) | Prime PCO Scope | |
Change Events + Change Orders | ROM (Rough Order of Magnitude) | Amount Prime PCO Scope Change Event Status | ||
Change Events | Change Events + Change Orders (2- or 3- tier required) | Revenue ROM (Rough Order of Magnitude) | Prime PCO Scope | |
Change Events + Change Orders (2- or 3- tier required) | ROM (Rough Order of Magnitude) | Amount Prime PCO Scope Change Event Status | ||
Change Events | Budget ROM (Rough Order of Magnitude) | Budget Changes Scope Change Event Status | ||
Change Events + Change Orders (2- or 3- tier required) | RFQ (Request for Quote) | Prime PCO Commitment Costs Non-Commitment Costs Scope Change Events Status RFQ Status | ||
Change Events | Non-Commitment Costs | Scope Change Event Status | ||
Change Events | Change Event Latest Cost | Scope Change Event Status | ||
Change Events | Change Event Latest Price | Scope Change Event Status | ||
Commitment | Commitments | Subcontracts | Status | |
Commitments | Purchase Order Contracts | Status | ||
Commitments | Change Orders Advanced Option: Potential Change Orders can be filtered by Status or Scope | Status Scope | ||
Direct Costs | Direct Costs | Direct Costs | Type Status | |
Direct Costs Unit Qty | Direct Costs | Direct Costs Unit Quantity | Type Status | |
Equipment Timecard Hours | Equipment | Equipment Timecard Hours | N/A | |
ERP Job Costs | ERP Integrations | ERP Job to Date Costs ERP Commitment Invoiced ERP Original Budget ERP Current Budget | N/A | |
Installed Production Quantity | Budget | Installed Production Quantity | N/A | |
Beta Owner Invoices | Prime Contracts | Owner Invoices | Gross or Net With Markup Status | |
Prime Contract | Prime Contracts | Prime Contracts | Status | |
Prime Contracts + Change Orders | Change Orders Advanced Option: Potential Change Orders | Status Scope | ||
Prime Production Qty | Prime Contracts + Change Orders | Change Orders Production Quantity Advanced Option: Potential Change Orders Production Quantity | Status Scope | |
Prime Unit Qty | Prime Contracts + Change Orders | Change Orders Unit Quantity Advanced Option: Potential Change Orders Production Quantity | Status Scope | |
Production Qty | Budget | Budgeted Production Quantity | N/A | |
Production UOM | Budget | Budgeted Production UOM | N/A | |
Subcontractor Invoices | Commitments | Subcontractor Invoices | Gross or Net (Gross Less Retainage) Status | |
Timecard Entry Hours | Timecard | Timecard Entry Hours | Status |