Getting started with PCG Builder
These guides walk you through the core workflows in PCG Builder. Follow each tutorial in order when setting up your first report, or jump to the section most relevant to your current task.
Set Reporting Period
Each PCG report is tied to a reporting period. The period controls which Procore data is pulled and how period-to-period comparisons are calculated.
- 1
Open the configuration panel
With the report open, click the cog icon in the header.
- 2
Choose the period
Select weekly, fortnightly or monthly, or specify custom start and end dates. By default a new report begins the day after the previous one ends, and matches its duration.
Select Visuals
PCG Builder includes over 100 pre-built visualisations covering cost performance, schedule progress, risk registers, and more. Visualisations can be added to any section of your report.
- 1
Open the configuration panel
With the report open, click the cog icon in the header.
- 2
Add a visual
Click Add Visual beneath the report section you want to populate.
- 3
Select from the visual tiles
The dropdowns on each tile filter by type, status and template.
- 4
Set the order
Drag visuals up or down the configuration panel to rearrange them on the page.
Exporting to PDF
PCG Builder generates polished, publication-ready PDFs with consistent formatting and your organisation's branding.
- 1
Open the export dialog
With the report open, click the printer icon in the header.
- 2
Export as draft or publish
Choose whether to export a draft or publish the report.
- 3
Find your file
The PDF is saved to your Downloads folder.
Version Control
Report versions are driven by publishing. Publishing locks a report against further edits, and revision numbers are assigned automatically from the report's status and reporting period.
- 1
Publishing locks a report
Exporting to PDF prompts you to publish or keep the report as a draft. Once published, a report cannot be edited.
- 2
Revisions are automatic
Revision numbers derive from a report's status and period. Creating a second report for a period that already has one increments the revision.