Add Custom Views for Procore Analytics
Objective
To add custom views to sync data with Procore Analytics 2.0.
Background
For Procore Analytics 2.0, a custom budget view and a custom advanced forecasting view must be selected for the data to populate as tables in the database.
Things to Consider
Steps
- Navigate to Procore Analytics 2.0.
- Click the Budget and Forecasting tab.
- Select both the budget view and the advanced forecasting view you would like to sync for the report.
- Click Save Changes.
Note
- This will populate data in [budget_views] and [budget_view_details] tables.
- All snapshots will be synced regardless of your selection. Snapshot data is located in:
- [budget_snapshot_line_item_headers]
- [budget_snapshot_line_items]
- [budget_snapshot_line_item_forecasts]
- Please allow up to 24 hours for any changes to the selected views to take effect.