Skip to main content
Procore

Add a Budget Line Item

Objective

To add a new line item to a project's budget. 

Background

In Procore, a budget line item is a data row that represents a project expenditure by cost code and cost type. If you want to perform job costing on your project, you can also present your project expenditures by sub job. Depending on your specific project, a budget can have hundreds or even thousands of line items on it. After creating a new Procore project, setting up a budget can be accomplished by adding budget line items to the project's Budget tool. To do this, you use the steps below to manually add each line item to your budget. Alternatively, you can import line items in bulk using the steps in Import a Budget.

Things to Consider

Steps

  1. Navigate to the project's Budget tool. 
  2. Click Create Budget Line Item.
  3. Add your line item in the data entry area as follows:
    1. Sub Job. Select a sub job from the drop-down list.
      Notes:  This list is only visible and available when:
    2. Cost Code. Select a cost code from the drop-down list. 
      Notes: To add a cost code selection to this list:
    3. Cost Type. Select a cost type from the drop-down list. 
      Notes: Your cost types can either be:
    4. Calculation Method. Choose the option button that corresponds to the desired calculation method for the line item:
      • Calculate Subtotal Automatically. Choose this option if you want the system to automatically calculate the Original Budget amount based on your Unit Quantity, UOM, and Unit Cost entries. 
        OR
      • Override Subtotal Manually. Choose this option if you want to manually enter the Original Budget amount, which overrides the system's automatic calculation.
    5. Unit Qty. Enter a numeric value in this box to indicate the number of units that correspond to the unit of measurement that you specify.
    6. Unit of Measure (UOM). Select a unit of measure from the drop-down list. To learn about the default selections in this list, see Which units of measurement (UOM) are included in Procore's master list? and Add a Unit of Measure to the Unit of Measure Master List.
    7. Unit Cost. Enter the monetary cost in this box to indicate the cost per unit of measurement.
    8. Original Budget. Enter the total amount for the new line item. Do not enter commas and/or currency symbols in this field.
  4. Click Add.
  5. Repeat the steps above until all of your project's budget line items have been added. 

Next Steps

See Also

The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.

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.