Create a Custom Budget Report

To create a custom report that provides an optimized, real-time view of a project's budget.

If you have the required user permissions listed below, you can create a custom budget report using the project's data.

• 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.

• Additional Information:

  • For an alternate way to create reports using data from the budget, see Create a Custom Project Report.

• Set up a Budget in a New Procore Project

• Add the Reports tool to your project. See Add and Remove Project Tools

1. Navigate to the project's Budget tool.

2. Under Custom Reports, click +New.

3. On the Create Budget Custom Report page, do the following:

   1. Name. Enter a name for the report. This is a required field.

   2. 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.

4. 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.

• Export a Custom Project Report