To add new line items to the budget that are associated with financial line items with a sub job/cost code/cost type combination that's currently not represented in the budget.
Over the course of a project, you may need to add new budget line items after the original budget was locked. A partial budget line item is a new line item that includes a budget code that was NOT included on the original budget. This item is considered 'unbudgeted' because it was not part of the project's original planned expenditures. When you add a partial line item to your budget, Procore displays a popup message asking you to click OK to confirm that you want to add it. Once added, a question mark (?) appears next to it so you can easily easily find it later.
The illustration below shows you what an unbudgeted line item looks like.
Things to Consider
- Required User Permissions:
- 'Standard' or higher on the project's Budget tool.
- Additional Information:
- You can create missing budget line items on a locked or unlocked budget.
- Notes about unbudgeted line items:
- A question mark (?) denotes that the budget line item's budget code (see What is a budget code?) is unbudgeted.
- When working with unbudgeted line items, users are NOT permitted to perform the following actions:
- Users may NOT edit the Original Budget Amount.
- Users may NOT edit the Forecast to Complete value. See Use the 'Forecast to Complete' Feature.
- Users may NOT create budget modifications to transfer funds into or out of unbudgeted line items.
- To include only unbudgeted line items in the Budget tab, add the 'Budget Row Type' filter and then place a checkmark in the 'Unbudgeted' box.
- To exclude unbudgeted line items from the Budget tab, add the 'Budget Row Type' filter and place a checkmark in the 'Budgeted' box.
- To learn more about applying filter to a budget view, see Apply the View, Snapshot, Group, and Filter Options on a Budget View.
- If an unbudgeted line item has not been assigned a cost code or cost type, the word 'None' appears in place of the missing cost code or cost type and the line item is considered to be a partial line item. This is also true when a division is selected as a cost code. Partial line items cannot be added to the budget.
- If the financial item associated with the partial line item is still editable, you can return to the point of creation to add the missing cost code or cost type/category.
- If the financial item is NOT editable, the partial line items remain in the budget with the question mark (?) symbol.
- To view unbudgeted line items with no cost code assignment in the Budget tab, add the 'Cost Code' filter and place a checkmark in the 'None' box.
- To view unbudgeted line items with no cost type assignment in the Budget tab, add the 'Category' filter and place a checkmark in the 'None' box.
- If your company is using an ERP Integration:
- After adding Budget line items as detailed below, they can be exported to an integrated ERP system. See Export a Budget to an Integrated ERP System.
There are two ways to add partial budget line items individually or in bulk:
Add Line Items Individually
- Navigate to the project's Budget tool
- However the mouse cursor over the unbudgeted line item.
Note: Procore displays a question mark (?) next to line items that are associated with unbudgeted cost code/cost type/sub job combinations.
- Hover the mouse cursor over the left column until a check box appears. Then place checkmark in the box.
Note: You may select as many lines as necessary.
- Click Add Line Items to Budget.
Add Line Items in Bulk
- Navigate to the project's Budget tool.
- To the left of the Description header, select the box. This will select all the line items that can be added to the Budget.
- Click Add Line Items to Budget.
- Set up a New Budget View
- Apply the View, Snapshot, Group, and Filter Options on a Budget View
- Create a Budget Modification
- Export a Budget to an Integrated ERP System