Import a Budget from Acumatica®

Objective

To import a Acumatica Cloud ERP estimate into your project's Budget tool in Procore.

Background

If you have created a budget in Acumatica Cloud ERP 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 Acumatica Cloud ERP, you will need to follow the steps in Re-import a Budget from Acumatica Cloud ERP to sync the new budget information with Procore. 

Things to Consider

• Required User Permission:
  • 'Standard' permission or higher on the ERP Integrations tool.
• Requirements:
  • The estimate must be posted in Acumatica Cloud ERP prior to performing the import.
  • The Budget tool must be enabled on your Procore project. See Add and Remove Project Tools.
  • The Acumatica Cloud ERP  job must be added and synced with your Procore project. See Add a Acumatica Cloud ERP Job to Procore.
  • The project's budget must be unlocked. See Unlock a Budget.
• Limitations:
  • The ERP Integrations tool does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems (see Which units of measure are included on Procore's master list?). Currently, the Budget sync is amount-based only. This means you must manually enter the units in both Procore and in your intergrated ERP system. 
• Additional Information:
  • If a Cost Code/Category combination exists on the job in Acumatica Cloud ERP, 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 Acumatica Cloud ERP will be moved to Procore when your Acumatica Cloud ERP budget is imported (or re-imported) into Procore. 

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click the Budgets tab. 
3. Locate the desired project's budget in the Acumatica Cloud ERP Ready To Be Imported list.
4. Click Import.
   Note: If this button is grayed out and unavailable, you must unlock the budget first. See Unlock a Budget.
5. Choose from these options:
   • The system begins the import. 
     OR
   • If a Warning message appears, the project already has existing line items. Choose one of these options to respond:
     
     

   • 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 Acumatica Cloud ERP (which have been assigned to cost code/categories and do not yet exist in Procore), choose this option.
     OR

   • 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 Acumatica Cloud ERP, choose this option.
     OR

   • View Existing Procore Budget As PDF
     If you want to review the existing budget to help you decide which option to choose, click the PDF button.

6. Click Import.

Next Step

After the import is complete, you can navigate to the project's Budget tool and verify that the data import was successful.

See Also

• Re-import a Budget from Acumatica Cloud ERP