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 the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by your company's accounting approver and synced with Viewpoint® Vista™ Integration by Ryvit. However, if you recently sent your budget to the ERP Integrations and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

Things to Consider

Steps

  1. Navigate to the project's Budget tool.
    This reveals the Budget page.
  2. Click Retrieve from ERP.
    Notes: This button is NOT visible or available if the budget:
  3. Click Unlock Budget.
    Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.


     
  4. Make any changes to the budget as needed. See Edit a Budget.

Next Step

See Also

The Viewpoint® Vista™ Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.