To import a budget from Sage 300 CRE into the Budget tool of your company's Procore project.
If you have created a budget in Sage 300 CRE and want to import that data into the Budget tool on your company's Procore project, you can use the Steps below. After the budget is successfully imported, you can then begin to modify and update your budget in Procore. Should someone in your organization change the budget in Sage 300 CRE, you will need to follow the steps in Re-import a Budget from Sage 300 CRE to sync the new budget information with Procore.
Any updates to the Original Estimate that are posted in Sage will be moved to Procore when your Sage budget is imported (or re-imported) into Procore.
If the project already has an existing item in the budget, choose one of the following options in the Warning message that appears:
Override Existing Line Items. If you want to override the line items that exist in the Budget tool with the line items being imported into Procore from Sage, choose this option.
Keep Existing Line Items And Additional Cost Estimates. If you want to keep all of the existing budget line in the project's Budgets tool and also want to add any additional cost estimates from Sage (which have been assigned to cost code/categories and do not yet exist in Procore), choose this option.
(Note: If you need to review the Procore budget in order to choose an option, click the PDF button to review the existing line items).
Make your selection and click Import.
(Note: Depending on the size of the budget and the speed of your network connection, it may take several minutes to import the budget from Sage.)
Navigate to the project's Budget tool and verify that the data import was successful.