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Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations

Objective

To add an 'ERP Direct Costs' column to a budget view. 

Background

In Procore, a budget view defines the data column layout that appears in the Budget tab in the project's Budget tool. By default, the Procore web application provides users with four (4) budget views that you can use as-is or customize to suit your business needs. See Set up a New Budget View and Configure Budget View Columns. Each budget view includes a unique set of columns designed to help you see the data that you want to see in Procore's Budget tool. 

When your company is using Procore with one of the integrated ERP systems and you (or another project user) has enabled the Direct Costs tool on your integrated projects, it is recommended that you add an 'ERP Direct Costs' column. The 'ERP Direct Costs' column is a calculated column that also requires you to create two (2) source columns to enable the system to automatically perform the required calculation. 

Things to Consider

 Important
If your company is using the Procore + Sage 300 CRE® integration and you want to sync your project's job cost transactions from Sage 300 CRE® to Procore, you do NOT need to complete the steps below and should remove the columns detailed below from your ERP-integrated project's budget view(s). Instead, you should add the columns described in Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.

Steps

  1. Navigate to the Company Admin tool.
  2. Under Tool Settings, click Budget.
  3. Click the budget view that you want to add the new column. 
  4. Click Configure Columns under Column Configuration.
  5. Create a new source column as follows:
    1. Click Create at the top of the window and choose Source from the drop-down list.
    2. Column Name. Enter the new source column name in the list. For example, type ERP Job to Date Costs.
    3. Column Source. Select ERP Job Costs from this drop-down list. 
    4. ERP Job to Date Costs. Place a checkmark in this box. 

      source-erp-job-to-date.png
       
    5. Click Create at the bottom of the window.
  6. Create another source column as follows:
    1. Click Create at the top of the window and choose Source from the drop-down list.
    2. Column Name. Enter the new source column name in the list. For example, type ERP Commitment Invoiced
    3. Column Source. Select ERP Job Costs from this drop-down list.
    4. ERP Commitment Invoiced. Place a checkmark in this box. 

      source-erp-commitment-invoiced.png

       
    5. Click Create at the bottom of the window.
  7. Verify that the new ERP Commitment Invoiced column and the ERP Job to Date Costs column appear under Source

    verify-source-columns.png
     
  8. Create a calculated column as follows:
    1. Click Create at the top of the window and choose Calculated from the drop-down list.
    2. Column Name. Enter a new name for the column. For example, type ERP Direct Costs.
    3. Format. Choose Currency or Percent.
    4. Pick a Column. Define the calculation as follows:
      1. Select ERP Job to Date Costs from the top Pick a Column drop-down list.
      2. Select ERP Commitment Invoiced from the next Pick a Column drop-down list.
      3. Select the minus sign (-) from the drop-down list to the left of your column.

        erp-direct-costs-column.png
         
      4. Click Create at the bottom of the window.
  9. Verify that the new ERP Direct Costs column appears under Calculated.

    erp-direct-costs-new.png
     
  10. If your budget view was created from the 'Procore Standard Budget' template, you must do the following:
    • Highlight Projected Costs under Calculated.
    • Ensure a checkmark appears in the Projected Costs box. 
    • Click Edit
    • Change the drop-down list selection from Direct Costs to ERP Direct Costs.
    • Click Save as New.

      project-costs-update.png
       
    • Click Update
  11. Close the Configure Columns window by clicking the (x).

See Also

If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.