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Procore

Add a Partial Budget Line Item

Objective

To add new line items to the budget that are associated with financial line items with a sub job/cost code/category combination that's currently not represented in the budget. 

Background

During the lifecycle of a project, financial line items may introduce line items that were not included in the original budget. When creating a financial line item, if the combination of the sub job, cost code, and cost type/category are non-budgeted, a pop-up will appear asking to confirm to add this line to the budget. If you click OK, this line item will be added directly to the Budget with a "?" next to the line item. The "?" gives users a chance to review these in the event the sub job, cost code, and cost type/category was mistakenly selected. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the project's Budget tool.
  • Additional Information:
    • You can create a missing budget line items to a locked or unlocked budget.
    • Line items with a "?" will appear for all available budget sources and filters, even if that source or filter is not used in your Budget view. See "Set up a New Budget View" in the See Also section below for available sources and filters.
    • Line items with a "?" will appear very similar to regular Budget line items, but unlike regular Budget line items, will not allow a user to edit the Original Budget Amount or the Forecast to Complete or create a Budget Modification into/from the line item.
    • You can use the Filter of Budget Row Type = Non-Budgeted to view only line items with a "?". See "View a Budget View on a Project" in the See Also section below.
    • You can use the Filter of Budget Row Type = Budgeted to exclude line items with a "?". See "View a Budget View on a Project" in the See Also section below.
    • If the line item with a "?" is missing a cost code or cost type/category, it will show "None" in place of the missing cost code or cost type/category. This includes line item that have a Division selected as the cost code. These line items cannot be added to the budget as they are considered partial line items. If the financial item associated with the line item is still editable, you can return ot the point of creation to add the missing cost code or cost type/category. If the financial item is not editable, these line items will remain in the budget with the "?". You can use the Filter of Cost Code = None, or Category = None to view only these line items.  See "View a Budget View on a Project" in the See Also section below.
  • If your company has enabled the ERP Integrations tool:

Steps

Add line items individually 
  1. Navigate to the project's Budget tool
  2. To the left of a line item with a "?," hover until a box appears, and select the box. Select as many lines as necessary.

    ubli1.png
  3. Click Add Line Items to Budget
    Optional: If the Budget is unlocked (see Unlock a Budget), inline edit the Original Budget Amount to assign a value. If the Budget is locked, you can transfer money into this line item via a budget modification. See"Create a Budget Modification" in the See Also section below. 
Bulk add line items
  1. Navigate to the project's Budget tool. 
  2. To the left of the Description header, select the box. This will select all the line items that can be added to the Budget.

    ubli2.png
  3. Click Add Line Items to Budget
    Optional: If the Budget is unlocked (see Unlock a Budget), inline edit the Original Budget Amount to assign a value. If the Budget is locked, you can transfer money into this line item via a budget modification. See"Create a Budget Modification" in the See Also section below. 

See Also

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