To export a budget from Procore to your company's integrated ERP system.
The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:
Things to Consider
If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline. For additional information, see Export a Budget to Sage 300 CRE.
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time.
If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.
After you sync the budget for the first time, you can also sync an updated Procore budget to Sage 300 CRE: