- Budget Review

Review your Procore budget in Excel.

Sandspit pulls your live Procore budget, and a prior snapshot to compare against, straight into Excel. Build the pivot tables and variance views your team already works in, then refresh instead of re-exporting.

✓ Pull the live budget into Excel
✓ Compare against a prior snapshot
✓ Build your own pivots and variance views
✓ Refresh instead of re-exporting
- Watch it work

What moved since last month.

This video pulls the budget with last month’s snapshot, lines the two up with one lookup by budget code, then adds the missing budget lines to Procore at $0.

Live connection

Pull the current budget into Excel, then compare it to a baseline.

Procore stays the system of record for your budget. Sandspit brings the current budget and a prior snapshot into Excel side by side, so the variance is a column you can sort, not a spreadsheet you rebuild by hand. When the numbers change in Procore, refresh.

  • Pull live budget rows for the selected project
  • Add a prior Procore snapshot as a baseline to compare against
  • Build pivot tables and variance views in the spreadsheet your team already uses
  • Refresh in place instead of exporting and re-importing
  • No stale copy-paste: what you see stays tied to Procore

Budget vs. snapshot

Variance review

Q2 Baseline
Budget code Current Baseline Δ
01-100.L $486,000 $486,000 $0
03-300.L $2,996,000 $2,610,000 +$386,000
03-300.M $1,742,000 $1,494,000 +$248,000
15-500.M $1,208,000 $1,266,000 -$58,000
09-900.L $894,000 $936,000 -$42,000

Budget Review is read and compare, not edit.

To stage new cost into the budget, use Direct Cost Imports or Change Event Imports instead.

- Who it is for

The budget review your team already runs, without the export dance.

Budget Review runs in the Sandspit Excel add-in. It is for the people who own cost-to-complete and forecasting and would rather analyze the budget in a spreadsheet than rebuild it from a Procore export every week.

Project accountants

Build the cost-to-complete and forecast cuts you already maintain in Excel, tied to the live Procore budget instead of a stale export.

Project managers

See where the current budget has moved against a baseline without rebuilding a pivot table every time the numbers change in Procore.

Operations and execs

Pull a project-level read on budget vs. baseline for a review meeting, then refresh it the next morning in one click.

Use your real budget

See Budget Review on your Procore project.

Bring a live project and a baseline snapshot, and we will pull the budget into Excel and build a variance view with you.

Book a demo

Schedule a Demo

See how Sandspit helps construction teams review budgets, forecasts, and change-event intake before it syncs to Procore.