Skip to main content
Procore

Admin: Manage AI Budgets and Optimization

  1. Last updated
  2. Save as PDF

Background

The Budget tab within the Control Tower area of Datagrid helps account administrators manage and regulate credit consumption. Admin of all Datagrid accounts and Procore AI tiers can set daily and monthly credit thresholds at the account level. These guardrails and their accompanying notifications can help monitor credit usage velocity and avoid unexpected credit exhaustion. As the platform's infrastructure evolves, so will the guardrail options. This tutorial describes the existing guardrail options.

Things to Consider

  • Required User Permissions:

    • ‘Admin’ or 'Owner' permissions in Datagrid are required for accessing the Control Tower features.

      • Procore’s ‘Company Admin’ role maps to the ‘Admin’ role in Datagrid, while Procore’s ‘Project Admin’ role maps to ‘Member’ in Datagrid. Therefore, ‘Project Admin’ cannot automatically access Control Tower features in Datagrid, such as these budgeting guardrails. 

  • Procore AI customers: 

    • All tiers of the Digital Coworker packages (Starter, Pro, and Enterprise) have access to Control Tower.

    • Prerequisites: Since the Control Tower features are currently only accessible via the standalone Datagrid product and not within Procore, Company Admin must perform the credentialing sequence detailed in Enable Procore AI before they can access Control Tower features in Datagrid.

Steps

  1. Log into app.datagrid.ai
    Note: Procore customers with an active integration subscription log in via Procore SSO.

  2. Make sure you're in the correct teamspace. If your company has more than one teamspace, select the one you want from the dropdown at the top of the left navigation panel.

  3. In the bottom-left of the landing page, click on Control Tower.

  4. Click on the Budget tab.

  5. Learn about and choose your preferred guardrail: 

Set Teamspace Consumption Caps


Administrators can set daily and monthly credit limits at the account level in Datagrid, which is the Company level in Procore. Reaching an assigned AI budget limit blocks heavy automated processes and data pipeline ingestion, but includes a grace buffer for minor, manual bonus AI interactions so live user sessions do not terminate mid-request. 

Each account administrator will receive an alert in the app and an automated email notification the moment the organization's collective credit consumption crosses 80% of its defined budget limit.

Monthly cap:

This option only appears in Control Tower if your account uses annual credit allocation. If your account is on a monthly allocation instead, credits already refresh automatically each month, so there's no separate monthly cap to set — you'll only see the Daily cap option below.

  1. Monthly cap: Set your credit monthly maximum.

  2. Click Save. The system will now actively track usage against this limits. When credit consumption reaches 80% of the set limit, that automatically triggers an email to all account admin and notifications in the app. 

Daily cap:

Setting a daily cap can help insulate your account from runaway background loops or accidental automated mass queries.

  1. In the Daily cap field, type in single-day credit maximum (e.g., 2,000 credits).
    Note: The suggested value that automatically appears in this field is the recommended value, but when you start typing a new value it disappears.

  2. Daily reset time: Choose when the daily cap will reset each day (the time and time zone).

  3. Click Save Changes. The system will now actively track usage against this limit. When credit consumption reaches 80% of the set limit before the reset time, that automatically triggers an email to all account admin and notifications in the app. 

 Need more usage data?

Consult your account's current usage and adoption via the Reports tab.