Create A Budget View Snapshot.
create_a_budget_view_snapshotCreate a project-level budget view snapshot for project status or ad hoc type. Specify the project, budget view, and name to generate a new snapshot record in Procore.
Instructions
Create a project-level snapshot for either project status or ad hoc type. This is rate limited to one request per hour for each project and budget view, regardless of snapshot type. Use this to create a new Budget records in Procore. Creates a new Budget records and returns the created object on success (HTTP 201). Required parameters: project_id, budget_template_id, name. Procore API: Construction Financials > Budget. Endpoint: POST /rest/v1.0/budget_view_snapshots
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| project_id | Yes | JSON request body field — the project identifier | |
| budget_template_id | Yes | JSON request body field — the budget template identifier (deprecated, use budget_view_id instead) | |
| budget_view_id | No | JSON request body field — the budget view identifier (replaces budget_template_id) | |
| name | Yes | JSON request body field — title of the budget view snapshot | |
| description | No | JSON request body field — description of the budget snapshot | |
| snapshot_type | No | JSON request body field — snapshot Type. Only available when Project Status Snapshots feature is enabled. | |
| approval_status | No | JSON request body field — approval Status. | |
| status_id | No | JSON request body field — 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 ... |