Manual Forecast

Procore's Forecast to Complete lets you itemize a manual forecast on each budget line, one line at a time. Manual Forecast puts every one of those line items on a single sheet, so a monthly forecast update is a fill-down instead of fifty clicks.

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What it does

In Procore, a budget line's Forecast to Complete can use the Itemized Manual Entry method. Each line item has a description, quantity, unit of measure, unit cost, and amount, and the items sum to the line's forecast. Procore only shows them inside one budget line at a time.

• Pull every manual forecast line item on the project into one sheet, sorted by budget code
• Edit description, quantity, unit of measure, and unit cost. Amount recalculates in the sheet
• Add rows to create new line items on any budgeted code
• See which budget codes have no forecast line yet and add them in one action
• Sync only the rows that changed. Procore stays the system of record

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Prerequisites

• The Sandspit Excel add-in installed and signed in, with a project selected
• Standard or Admin on the project's Budget tool. Read Only can't sync, and the task pane shows Needs Standard on Budget
• The Manual Forecast module turned on for your company
• A budget line for every code you want to forecast. Codes with no budget line don't appear in the dropdown, because Procore rejects a forecast against them

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Pull the forecast

1. Open Manual Forecast from the task pane home
2. Choose a Budget view
3. Click Pull from Procore

Sandspit writes the Manual Forecast sheet, a protected Manual Forecast Context sheet with the view and pull time, and fills the shared Picklists sheet with the project's budget codes and units of measure. The task pane then shows the view name, when it was pulled, and Change and Refresh actions.

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The sheet

Column	Editable	Notes
Budget Code	New rows only	Dropdown of budgeted codes. Locked on pulled rows
Budget Description	No	Fills from the budget code
Manual Forecast Description	Yes	Required
Quantity	Yes	Displays as a whole number
UOM	Yes	Dropdown, but any text is accepted
Unit Cost	Yes	Currency
Amount	Computed	Quantity × Unit Cost. Blank until both are set
Sync Status	No	Changed, Synced, Submitted, or Error
Sync Message	No	Detail for the status

Cells you change are highlighted against the pulled value. Procore IDs live in hidden columns to the right, which is how Sandspit knows which row to update. Leave them alone.

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Edit and add lines

Edit in Excel the way you normally would. Type a unit cost and fill it down a column. Paste quantities from another sheet. The task pane watches the sheet and lists each change under Review & sync.

To add a line item, use the blank row under the pulled rows. Pick a Budget Code, and the description fills in. Enter a description, quantity, unit of measure, and unit cost. Rows with no Procore ID sync as new line items.

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Find budget codes with no forecast

1. Switch the task pane toggle from Review to Coverage. The badge shows how many budget codes have no manual forecast line
2. Tick the codes you want, or Select all
3. Click Add codes. Sandspit adds one blank row per code to the sheet
4. Fill in each new row's description, quantity, and unit cost, then sync

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Review and sync

The task pane sorts changes into Needs attention, Ready to sync, and No action needed. Expand a row to see the values it will send. Click Row 12 to jump to it in Excel. Any error anywhere blocks the sync, so fix flagged rows first.

1. Click Sync 4 changes to Procore
2. Watch the progress card. Rows are sent one at a time, and a Procore rate limit pauses the run rather than failing it
3. On Sync complete, the sheet shows what was created and updated, and Sandspit re-pulls if anything needs reconciling

Only rows that changed are sent. Existing rows update in place. Sandspit does not check whether someone else changed the same line in Procore since your pull, so on a shared budget, refresh before a big sync.

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Refresh

Refresh pulls current line items from Procore and rewrites the sheet. If you have unsynced edits, the task pane asks first: Refreshing pulls the latest from Procore and discards your changes to the sheet. Continue? Use Clear changes to restore the pulled values without a round trip.

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Limits

• No deletes. Deleting a row in Excel removes it from the sheet only. The line item stays in Procore and returns on the next pull. Delete line items in Procore
• Budget Code and Budget Description are locked on pulled rows. To move a forecast to another code, add a new row and remove the old line in Procore
• Up to 1,000 rows per sync run
• A budget code that maps to more than one Procore budget line is refused rather than guessed. Refresh the picklist or pick a unique code

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Troubleshooting

• "Budget Code is locked for existing Procore manual forecast rows": you edited the code on a pulled row. Refresh to restore it
• "Forecast budget view must match": Monitored Resources was pulled under a different view. Use Switch workbook view and re-pull
• "Refresh Forecast picklists before syncing": the budget code list is stale. Click the refresh on the Forecast picklists row
• "Finish editing in Excel": a cell is still in edit mode. Press Enter or Tab
• A code is missing from the dropdown: it has no budget line. Add the line in Procore, then refresh the picklists
• "Pull again to reconcile": a create was sent but the reply was lost. Pull, and the row shows whether it was created