Budget - Workflow Diagrams Last updated Save as PDF Share Share Tweet Share Budget START START END END Set Up a Budget in a New Procore Project Set Up a Budget in a... Choose from these options Choose from these options Create Budget Changes Create Budget Change... Add a Partial Budget Line Item Add a Partial Budget... Delete a Budget Line Item Delete a Budget Line... Do you want to add or import your budget line items? Do you want to add or import your budget line... Import a Budget Import a Budget Import Import Add Add Add a Budget Line Item Add a Budget Line Item Do you want to make any final edits before locking the project's original budget? Do you want to make any final edits before loc... Lock a Budget Lock a Budget Choose from these options Choose from these options Add a Budget Line Item Add a Budget Line Ite... Delete a Budget Line Item Delete a Budget Line... Use the Forecast to Complete Feature Use the Forecast to C... Create a Budget Snapshot 1 Create a Budget Snaps... Any final changes to your original budget? Any final changes to your orig... Unlock a Budget Unlock a Budget Update the Budget Update the Budget How do you want to update the project's current budget? How do you want to update the project'... Original Budget Original Budget Do you want to create the prime contract's SOV from the project budget? Do you want to create the pr... Choose from these options Choose from these options View Budget Reports View Budget Reports Create Custom Budget Reports Create Custom Budget... END END Run reports? Run reports? With Change Orders With Change Orders Do you need to change a commitment contract or a prime contract? Do you need to change a commitment contract... LEGEND LEGEND Optional Step Optional Step Project Manager Project Manager 1 Procore recommends always taking a snapshot after locking your project's original budget. 1 Procore recommends always taking... Continue to the 'Prime Contract' workflow Continue to the 'Prime Contrac... Continue to the 'Commitment Change Order Tiers' workflow Continue to the 'Commitment Ch... Continue to the 'Prime Contract Change Order Tiers' workflow Continue to the 'Prime Cont...Text is not SVG - cannot display Add a Budget View for Real-Time Labor Costing START START Set Up a Budget View for Real-Time Labor Productivity Set Up a Budget View... END END LEGEND LEGEND Procore Admin Procore Admin Admin on Timesheets Admin on Timesheets Project Manager Project Manager 1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards' 1Choose 'Labor' as the 'Defau... Optional Step Optional Step Supervisor/Superintendent Supervisor/Superintendent Laborer Laborer 2Include one or more line items with the unit-based fields set to hours 2Include one or more line ite... Do you want to use the Real-Time Labor Productivity budget view on your project? Do you want to use the... Configure Settings: Timesheets1 Configure Settings: T... Add a Budget Line Item2 Add a... How do you want to create the project's budget line items? How do you want to create the pr... Import a Budget2 Import a Budget2 View a Budget View a Budget Laborer Timecard entry? Laborer Timecard... Create a Timecard Entry Create a... Create a Timesheet Create a... TIMECARD TIMECARD TIMESHEETS TIMESHEETS Approve a Timesheet Approve a... Create a Timesheet (Android) Create a Timesheet (A... Create a Timesheet (iOS) Create a Timesheet (i... What tool are you using in the Procore web application? What tool are you usi... Sign a Timesheet (Android) Sign a Timesheet (And... Sign a Timesheet (iOS) Sign a Timesheet (iOS... What is the "Timesheet Hours" Column Setting on the Budget View? What is the "Timesheet Hours... 'APPROVED' STATUS 'APPROVED' STATUS 'PENDING' STATUS 'PENDING' STATUS LINE ITEM UPDATED LINE ITEM UPDATED Are you entering time using Procore for Android or iOS? Are you entering time... ANDROID ANDROID iOS iOS Set Up the 'Procore Labor Productivity Cost' Budget View Do you want to enter installed production quantities using Procore's Field Productivity tools? Do you want to enter installed p... Import Installed Production Quantities Import Installed Prod... START START Enable the Labor Productivity Cost Features for Project Financials Enable the Labor Prod... LEGEND LEGEND Procore Admin Procore Admin Admin on Timesheets Admin on Timesheets Project Manager Project Manager 1Choose 'Labor' as the 'Default Cost Type for Timecards' setting and click 'Apply to Existing Timecards' 1Choose 'Labor' as the 'Defau... Optional Step Optional Step Supervisor/Superintendent Supervisor/Superintendent Laborer Laborer 2 Clients using the Admin tool's 'Unit Quantity Based Budget' option and the Timesheets tool can import budgeted production quantities in the Admin tool. 2 Clients using the Admin too... Do you want to use the 'Procore Labor Productivity Cost' budget view on your project? Do you want to use the... Laborer Timecard entry? Laborer Timecard... Create a Timecard Entry Create a... Create a Timesheet Create a... TIMECARD TIMECARD TIMESHEETS TIMESHEETS Approve a Timesheet Approve a... Create a Timesheet (Android) Create a Timesheet (A... Create a Timesheet (iOS) Create a Timesheet (iO... What tool are you using in the Procore web application? What tool are you usi... Sign a Timesheet (Android) Sign a Timesheet (And... Sign a Timesheet (iOS) Sign a Timesheet (iOS... What is the "Timesheet Hours" Column Setting on the Budget View? What is the "Timesheet Ho... Are you entering time and installed production quantities using Procore for Android or iOS? Are you entering time and installed... ANDROID ANDROID iOS iOS 'PENDING' STATUS 'PENDING' STATUS Add Budget Line Items Add Budget Line Items Set Up the 'Procore Labor Productivity Cost' Budget View Set Up the 'Procore L... Import a Budget Import a Budget Update the Budgeted Quantities Worksheet2 Update the Budgeted Qu... Add Budgeted Production Quantities Add Budgeted Production... Procore Labor Productivity Cost View Procore Labor Product... END END Add Quantities to a Timesheet Add Quantities to a T... 'APPROVED' STATUS 'APPROVED' STATUS Add Quantities to a Timesheet (Android) Add Quantities to a T... Add Quantities to a Timesheet (iOS) Add Quantities to a T... Configure Settings: Timesheets1 Configure Settings: T... FIELD PRODUCTIVITY FIELD... PROJECT FINANCIALS PROJECT... HOW TO VIEW PRODUCTION QUANTITIES HOW TO VIEW PRODUCTION QUANTITIES How do you want to add budget line items and budgeted production quantities? How do you want to add budg... Import Budgeted Production Quantities Import Budgeted Produ... Production Quantity Report Production Quantity R... IMPORT DATA IMPORT DATA ENTER DATA ENTER DATA
