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Procore

Export a Procore Budget to Yardi Voyager®

Objective

To export a Procore project's budget to Yardi Voyager®.

Background

Using the ERP Integrations tool, you can export a budget from a Procore project to Yardi Voyager®.

Things to Consider

Workflows

Budget Setup Workflow


How do you want to set up the project's budget in Procore?
How do you want to set up the pr...


Import a Budget (CSV)
Import a Budget (CSV)


Add a Budget
Line Item

Add a Budget...


Lock a Budget
Lock a Budget


START
START


END
END
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step


Send a Budget to
ERP Integrations for Accounting Acceptance

Send a Budget to...


Accept the budget for export?
Accept the budget for export?


Edit a Budget
Edit a Budget


Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

Budget Update Workflow



Add a Partial Budget Line Item
Add a Partial Budget L...


START
START


END
END


Create a Budget Modification
Create a Budget Modifi...


Delete a Budget
Line Item

Delete a Budget...


Send a Budget to
ERP Integrations for Accounting Acceptance

Send a Budget to...


Do you need to update the project's budget in Procore?
Do you need to update the proj...


Edit a Budget
Edit a Budget


Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance

Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP

Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

Steps

  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Yardi Voyager®). Once accepted, the system exports the budget data from Procore and syncs it to your Yardi Voyager® system. 
  3. When the export is successful, go to the Job Cost function in Yardi Voyager® and choose Tasks > Post Entries. You must manually post the entries to Yardi Voyager®. See your Yardi Voyager® Help system for instructions.
    After you sync the budget for the first time, you can also sync an updated Procore budget to Yardi Voyager®:

See Also