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Import a Budget from Sage 300 CRE

Objective

To import a budget from Sage 300 CRE into the Budget tool of your company's Procore project. 

Background

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. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • The Estimate must be posted in Sage prior to the import.
    • The Budget tool must be enabled as an active tab on the project.
    • The Sage job must be added and synced with the Procore project. See Add a Sage 300 CRE Job to Procore.
    • The project's budget must be unlocked. See Unlock a Budget.
  • Additional Information:
    • If a Cost Code/Category combination exists on the job in Sage, its cost estimate must be greater than zero (>$0) in order to create a budget line item in 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. 

Steps

  1. Navigate to the ERP Integrations tool. 
  2. Click the Budgets subtab. 
  3. Find the synced project for which you want to import the budget from Sage. Then click Import.
    Note: If the Import button is grayed out and unavailable, the budget must be unlocked before it can be imported. See Unlock a Budget

    import-budget.png
     
  4. 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.
      OR

    • 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).

      Overwrite or Add to Existing Budget Line Items
       

  5. 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.)

  6. Navigate to the project's Budget tool and verify that the data import was successful.

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Last modified
07:47, 18 Apr 2017

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