Tutorials

Project Budget

Set Up a Budget

• Set up a Budget in a New Procore Project
  • Add a Budget Line Item
  • Add a Partial Budget Line Item
  • Delete a Budget Line Item
  • Import a Budget

Modify a Budget

• Create a Budget Modification
• Edit a Budget
• Unlock a Budget with Budget Modifications

Lock & Unlock a Budget

• Lock a Budget
• Unlock a Budget

Take Budget Snapshots

• Create a Budget Snapshot

Budget Views

Set Up a Budget View

• Set Up a New Budget View
• Edit an Existing Budget View
• Delete a Budget View
• Apply the View, Snapshot, Group, and Filter Options on a Budget View

Standard Budget Views

• About the Procore Standard Budget View
• Set Up a Budget View for Custom Reporting

Labor Productivity Cost View

• Enable the Labor Productivity Cost Features for Project Financials
• Set Up the Procore Labor Productivity Cost Budget View
• Import Installed Production Quantities for the Labor Productivity Cost Budget View

Real-Time Labor Productivity

• Add a Budget View for Real-Time Labor Productivity

Configuration Tasks

• Configure Settings: Budget

Reports

• Create a Custom Budget Report
• View Budget Reports

ERP Integrations

Integration by Procore: Viewpoint® Spectrum®

• Integration by Procore: Import a Viewpoint® Spectrum® Budget into a Procore Project
• Integration by Procore: Export a Procore Budget to Viewpoint® Spectrum®

Integration by Ryvit: Viewpoint® Vista™

• Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore
• Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™

QuickBooks®

• Export a Budget to QuickBooks®

Sage 100 Contractor®

• Import a Budget from Sage 100 Contractor®
• Export a Procore Budget to Sage 100 Contractor®

Sage 300 CRE®

• Configure the ERP Budget Export Settings for Sage 300 CRE®
• Import a Budget from Sage 300 CRE®
• Export a Procore Budget to Sage 300 CRE®