What it is Periods for Project Status Snapshots lets company admins create and manage reporting periods, project teams associate each snapshot to an open period, and portfolio users filter and compare snapshots by period. Validation keeps closed periods locked and enforces one approved snapshot per project, per period. Who it's for Finance leaders and project teams who run monthly forecasting reviews — especially companies that roll snapshot data up across a portfolio.
Why it matters Forecasting has relied on naming conventions and standard operating procedures to keep projects on the same cadence. Periods give every snapshot a shared, enforceable time structure, so rollups are consistent, period-over-period analysis is straightforward, and executive reviews spend less time reconciling spreadsheets.
How to get started Available now as an open beta. Opt in through Procore Explore, then set up your periods in the company-level Budget settings.
Key notes: - There are beta APIs available to pull periods and assign them to pss - Currently, this beta does not support ERP connectors pushing periods into Procore - Periods are only assignable to PSS in this beta.
Beta beginning September 15, 2026.
