Budget (Project Level)
Procore’s Project level Budget tool lets you build and manage a comprehensive budget throughout a project's lifecycle. It also eliminates the need for double-entry of contract modifications and change order values into complex spreadsheets, giving you greater insight into how seen and unforseen changes impact the bottom line. This helps you gain greater control over complicated project factors when evaluating and forecasting your project's completion costs. Procore will be combining all of the flexibility of the configurable viewer, with the robust functionality of the current budget so that you can create a budget template specific to your company needs. This will take place in March 2017.
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The following table highlights which user permissions are required to perform the described user action.
|Change Budget Values|
|Configure Advanced Settings: Budget|
|Create a Budget PDF or CSV|
|Create a Budget Line Item|
|Create a Budget Modification|
|Create a Budget Snapshot|
|Create a Custom Budget Report|
|Create a Missing Budget Line Item|
|Delete a Budget Line Item|
|Edit a Budget|
|Export a Budget to an Integrated ERP System|
|Import Budget CSV|
|Import a Budget from Sage|
|Import a ProEst Estimate for the Budget SOV|
|Lock a Budget|
|Reading a Budget|
|Set up a Budget|
|Send a Budget to ERP Integrations for Accounting Acceptance|
|Unlock a Budget|
|Use the "Forecast to Complete" Feature|
|View a Budget Snapshot|
|View Budget Modifications Report|
|View Buyout Summary Report|
|View Budget Detail Report|
The following table highlights which user permissions are typically granted to a user based on their job role on a project. A user's permissions for a specific tool are granted on a per project basis. To learn how to create permission templates that you can apply to groups of users based on their job role, see Manage Permission Templates.
|Owner / Construction Manager|
Below are the notable changes to the Project level Budget tool.
Reduced the amount of time it takes for the system to create a budget snapshot on the Budget tool.
Improved the performance of the lock/unlock feature of the Budget tool. Budgets will now lock/unlock more quickly than previous versions. See Lock a Budget.
Users can now export the Configurable Budget & Forecasting (CBF) table to PDF. Any group and filter settings that have been applied at the time of the imported are retained in the PDF.
Deployed a performance improvement for the Budget tool to help to increase the speed at which large budgets load.
Updated the heading of the 'Detail' popup-window that appears when you clicks the 'Detail' cell. The heading label identifies the detail being viewed, so the clicked item is more apparent.
Renamed the web browser's tab tile for the 'Configurable Views' subtab from 'Configurable Views' to 'Budget'.
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