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BudgetWebMay 11, 2026

Budget - Budget and Forecasting Views Carry Over from Project Templates

Procore now enables the automatic carryover of budget and forecasting views from project templates to new projects. Company administrators can create and assign specific budget and forecasting views directly to a project template. When this template is applied to new projects, the designated views are carried over automatically. This feature ensures financial reporting consistency and eliminates the need for manual view assignment during project setup. To learn more, see Carry Over Budget and Forecasting Views from a Project Template.

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