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Procore

Permissions

Budget

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-check.png+ - Indicates that the action can be completed if the user is granted the appropriate granular permissions. See Grant Granular Permissions in a Permission Template.

 - Indicates your company's Procore account must be configured to work with an integrated ERP system

Task None Read Only Standard Admin
About the Procore Standard Forecast View       icon-mindtouch-table-check.png
Add a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Add a Budget View for Real-Time Labor Costing This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools. 
Add Budgeted Production Quantities to a Project's Budget       icon-mindtouch-table-check.png
Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations  This task must be completed in the Company's Admin tool. Also requires the Procore + Sage 300 CRE® connector.
Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations  This task must be completed in the Company's Admin tool. Also requires the ERP Integrations tool. Should NOT be used with Sage 300 CRE® if syncing job cost transactions.
(AUS/NZ) Add a Goods & Services Tax (GST) to a Budget 1       icon-mindtouch-table-check.png
Add a Partial Budget Line Item     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Apply the View, Snapshot, Group, and Filter Options on a Budget View   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Settings: Budget       icon-mindtouch-table-check.png
Create a Budget Modification     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Budget Snapshot     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Create a Custom Budget Report 2       icon-mindtouch-table-check.png
Create a Custom Financial Line Items Report to Compare Budget Snapshots This task must be completed in the Reports tool.
Delete a Budget Line Item   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Edit a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Enable Advanced Forecasting in a Project's Budget       icon-mindtouch-table-check.png
Export a Budget to an Integrated ERP System icon_CL_ERP_Integrations_w50.png       icon-mindtouch-table-check.png
Import a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Import a Budget from Sage 100 Contractor®  This task must be completed in the ERP Integrations tool.
Import a Budget from Sage 300 CRE®  This task must be completed in the ERP Integrations tool.
Import a Viewpoint® Spectrum® Budget into a Procore Project  This task must be completed in the ERP Integrations tool.
Import an Original Estimate from Viewpoint® Vista™ into Procore  This task must be completed in the ERP Integrations tool.
Import a ProEst Estimate for the Budget SOV  3     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import Installed Production Quantities for the Labor Productivity Cost Budget View       icon-mindtouch-table-check.png
Lock a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Read a Budget   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Re-import a Budget from Sage 100 Contractor®  This task must be completed in the ERP Integrations tool.
Re-import a Budget from Sage 300 CRE®  This task must be completed in the ERP Integrations tool.
Re-import a Viewpoint® Spectrum® Budget into a Procore Project  This task must be completed in the ERP Integrations tool.
Re-import an Original Estimate from Viewpoint® Vista™ into Procore  This task must be completed in the ERP Integrations tool.
Retrieve a Budget from ERP Integrations Before Acceptance tool-icon_erp-integrations_web-company-level.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set up a Budget in a New Procore Project     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Send a Budget to ERP Integrations for Accounting Acceptance icon_CL_ERP_Integrations_w50.png   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Set Up a Budget View for Custom Reporting This task must be completed in the Company Admin tool.
Set Up a New Budget View This task must be completed in the Company Admin tool.
Set Up a New Forecasting View This task must be completed in the Company Admin tool. 
Unlock a Budget       icon-mindtouch-table-check.png
Unlock a Budget with Budget Modifications       icon-mindtouch-table-check.png
Use the 'Forecast to Complete' Feature     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Budget Reports  4   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View and Filter the Change History of the Budget       icon-mindtouch-table-check.png

1 This task was designed for use in Australia and New Zealand. It also requires 'Admin' permissions on the project's Prime Contracts tool.  

2 Also requires 'Admin' permissions on the Company level Reports tool.

3 These steps require that your company has enabled the ProEst by Procore integration.  

4 The Reports tool must be an active Project Tool. See Add and Remove Project Tools

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