Create a New Budget View

  • Required User Permission:

    • To add or edit a budget view, 'Admin' on the Company Admin tool.
      Note: Your company's Procore account must be using Procore's Project Financials and Resource Tracking tools.

  1. Navigate to the Company Admin tool.

  2. Under Tool Settings, click Budget.

  3. Click Set Up New Budget View.
    set-up-new-budget-view.png

  4. Under Standard Views, highlight Procore Labor Productivity Cost.
    procore-labor-productivity-cost-view.png

  5. Click Create.

  6. Name your view as follows:

    • View Name. Enter a name for your new view. In this example, we named it: Labor Productivity Cost

    • View Description. Enter a description for your view. In this example, we entered: Recommended view for labor cost productivity report

  7. Click Configure Columns. This opens the Configure Columns window pictured below. From this point, continue with the next step toAdd the Equipment Time Column.

    configure-blank-budget-view.png