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Procore

Import a Budget from Sage 300 CRE®

Objective

To import a Sage 300 CRE® estimate into your project's Budget tool in Procore.

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' permission or higher on the ERP Integrations tool.
  • Requirements:
  • Additional Information:
    • If a Cost Code/Category combination exists on the job in Sage 300 CRE®, 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 300 CRE® will be moved to Procore when your Sage 300 CRE® 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 Sage 300 CRE® Ready To Be Imported list.

    import-budget.png
     
  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:

      Overwrite or Add to Existing Budget Line Items
      • 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 300 CRE® (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 Sage 300 CRE®, 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