Send a Budget to ERP Integrations for Accounting Acceptance
Objective
To send data from the project's Budget tool to your company's ERP Integrations tool so it can then be accepted or rejected for export to CMiC by an accounting approver.
Things to Consider
- Required User Permission:
- 'Admin' level permissions on the project's Budget tool.
OR - 'Read Only' or 'Standard' level permissions on the project's Budget tool with the 'Send and Retrieve Budgets from ERP' granular permission enabled on your permissions template.
- 'Admin' level permissions on the project's Budget tool.
- Prerequisites:
- Add the CMiC Job to your company's ERP Integrations tool. See Add a CMiC Job to Procore.
- Ensure the project's cost codes are updated and synced to CMiC. See Configure Cost Code Preferences for CMiC
- Create or update the project budget:
- To learn how to create a project budget, see Set up a Budget or Create a Budget Line Item.
- To learn how to update a budget, see Add a Partial Budget Line Item, Create a Budget Modification, and Delete a Budget Line Item.
- The budget must be locked before the export. See Lock a Budget.
- Restrictions:
- After exporting a budget from Procore to CMiC, the import function (i.e., from CMiC to Procore) will no longer be available for that job/budget.
- The ability to unlock the Procore budget (see Unlock a Budget), resend data to CMiC, add budget line items, and create budget modifications will be disabled until:
- The export from Procore to CMiC is complete and the exported entries have been manually posted to CMiC using its Job Cost function. See your CMiC Help system for instructions.
- Additional Information:
- Typically, a project manager performs this task.
Steps
- Navigate to the project's Budget tool.
This reveals the Budget page. - In the 'Budget' page, under 'Cost Code Detail', review the budget's line items.
Note: If your budget contains sub job information, it is listed in the budget - When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).
- If you are updating a Procore budget that has been synced with CMiC, see Create a Budget Line Item and Create a Budget Modification.
The system sends the original budget and budget modifications to the ERP Integrations tool where it can be accepted or rejected for export by an accounting approver.