Skip to main content
Procore

Retrieve a Budget from ERP Integrations Before Acceptance

Objective

To retrieve a budget that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After a budget is sent to the ERP Integrations tool for acceptance by an accounting approver, users will no longer be able to edit the original budget. However, if you quickly realize that you made a minor mistake and need to modify it before an accountant accepts it, you may still be able to retrieve the submitted budget, add your changes, and then re-submit it to the accountant.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Project level Budget tool.
      OR
    • 'Standard' or 'Read Only' level permission on the Project level Budget tool and the user must be granted the 'Send and Retrieve Budgets from ERP' granular permission on the Budget tool. See Grant Granular Permissions in a Permission Template.
  • Limitations:
    You can only retrieve a budget when it has:
  • Additional Information:
    • If you were successful in retrieving a job from the ERP Integrations tool, you will be able to edit the project name and address fields

Steps

  1. Navigate to the Project level Budget tool.
    This reveals the Budget page. 
  2. In the right pane, click Retrieve from ERP.
    The retrieves any budget data that was sent to the ERP Integrations tool. 
  3. Click Unlock Budget.
    (Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.
  4. Continue by editing the budget. See Edit a Budget