create_a_budget_view_snapshot
Generate a budget snapshot in Procore to capture current financial data for construction projects, enabling tracking and approval workflows.
Instructions
Create a Budget View Snapshot.. [Construction Financials/Budget] POST /rest/v1.0/budget_view_snapshots
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| project_id | Yes | The project identifier | |
| budget_template_id | Yes | The budget template identifier (deprecated, use budget_view_id instead) | |
| budget_view_id | No | The budget view identifier (replaces budget_template_id) | |
| name | Yes | Title of the budget view snapshot | |
| description | No | Description of the budget snapshot | |
| snapshot_type | No | Snapshot Type. Only available when Project Status Snapshots feature is enabled. | |
| approval_status | No | Approval Status. | |
| status_id | No | The ID of a custom status. Only available when the Custom Statuses feature is enabled. When enabled, use this parameter instead of approval_status. The status_id must reference an available custom ... |