Pull Procore budget, cost, and contract data into Excel
Have you ever rebuilt the same budget report from a fresh Procore export every Monday morning?
Exports go stale the moment they land. Pull budgets, snapshots, change events, direct costs, and contracts into Excel tables you refresh in place.
Procore reports start as exports, and an export is stale by the time the pivot is built. Pull from Procore drops each object you choose into its own Excel table and rewrites that table in place when you pull again, keeping the columns and formulas you added beside it. Build the report once, refresh it by clicking Pull.
Pick the Procore objects you need
Open Pull from Procore in the Sandspit task pane. Tick the objects the report needs: Current Budget for a budget view, Budget Snapshot for a named snapshot, Change Events, Direct Costs, Commitments, Prime Contracts, Bid Packages, or Commitment Change Orders. Give each a sheet name.
Set the options and choose columns
For the budget objects choose the view and snapshot. For change events choose one combined sheet or a summary sheet plus a line items sheet. Use the Columns button to hide what the report does not need. Settings are saved in the workbook.
Watch out: contracts pull as headers and totals only. Schedule of values lines are not fetched per contract.
Pull
Click Pull 4 objects. Each lands in its own sheet as a native Excel table with money and date formats applied. The objects pull one at a time, so a failure on one does not stop the others.
Build the report beside the tables
Point pivot tables, lookups, and charts at the table names on other sheets, or add your own columns to the right of a table. Because the data is a real table, structured references keep working after a refresh.
Watch out: keep your work outside the managed columns. Everything inside them is rewritten on the next pull.
Refresh next Monday by pulling again
Tick the same objects and click Pull. Sandspit rewrites the managed columns in place, keeps the columns you added beside the table, and clears any filter that was active. Your pivots update against the new rows.
Why the export loop breaks
Every finance team has the Monday workbook. Export the budget, export direct costs, paste them over last week’s tabs, fix the pivot ranges, re-run. The report is right for about an hour. By the time it is read, someone has posted a cost and the numbers have moved.
The problem is not the pivot. It is that the source is a file, not a connection. Rebuilding the connection every week is the work nobody budgets for.
What a pull gives you that an export does not
- A table, not a range. Each object is a named Excel table, so structured references and pivots survive a refresh.
- Columns you add are kept. Formulas to the right of the managed columns come back after every pull.
- Settings live in the workbook. Sheet names, column choices, budget view, and snapshot are remembered per workbook.
- Eight objects, one click. Budget, snapshot, change events, direct costs, and four contract objects, pulled in sequence.
Frequently asked
How is this different from a Procore export?
An export is a file you download and rebuild the report on. A pull rewrites the same Excel table in the same workbook, so the report you built last week is still pointed at live data this week. Column choices and sheet names are remembered.
Can I edit the pulled data and sync it back?
No. Pull from Procore is read-only. Every managed column is replaced on the next pull. To edit change events, forecasts, resources, or invoices in Excel, use the tool for that object.
What permissions do I need?
Read Only or higher on the Procore tool behind each object. The task pane shows a padlock and the reason, for example Needs Read Only on Commitments, on anything you cannot pull.
Which change events are pulled?
All of them, with every line item. There is no status filter on the pull. Filter the table in Excel.
Which is better for budget reporting, this or Budget Review?
This one. The Current Budget sheet here is a table that preserves columns you add beside it. Budget Review writes plain ranges and a refresh clears the whole sheet, so it suits pulling a snapshot for comparison or adding missing lines rather than building a report on.
Procore Project Financials. Needs Read Only on each Procore tool you pull from.
Step-by-step mechanics, every column, and every error message are in the documentation.
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