How to Create Budget Snapshot for Recons (Procore Web)
Role
PMs or CMs
Objective
To create budget Snapshot for Recons
Steps
Each monthly forecast produced should be saved, once the forecast has been finalized, by selecting + Create Snapshot and saved using the standardized labelling below.
The labelling below will be entered into the “Name” field.
Recon Month Year – The Version #/revision #
Example:
Original submission would be labelled: RECON March 2023 –0
Revision 1 resubmission (if required) would be labelled: RECONMarch 2023 – 1
Revision 2 resubmission (if required) would be labelled: RECONMarch 2023 – 2
You will then ensure when printing your budget you are printing from the saved snapshot so that the title appears on the print out.
In order to do so, from your “Snapshot” drop down you will select the Recon Snapshot you have just saved. Under Group, select Cost Code Tier 1 as shown below to group the budget codes by divisions and then select “Export” and “PDF”.
This will be the copy that you will use to annotate your monthly swings and hand in with your recon.
Repeat if you are required to resubmit your Recon by using the revisions labelling.
Please do not deviate from the labelling.
Refer to the coordinating manual for further details regarding the Budge tool and Recons, see link below.