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Procore

Configure Settings: Budget

Objective

To configure advanced settings for the project's Budget tool.

Background

Users with the appropriate permissions can configure a variety of advanced settings for the project's Budget tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Budget tool.
  • Additional Information:

Prerequisites

Steps

Set the Budget Settings

  1. Navigate to the project's Budget tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Budget Settings.
  4. Optional: Enable the following options as wanted:
    • Autocalculate Forecast to Complete by Default. Place a checkmark in this box to automatically calculate the forecast to complete. Important! This setting only applies to new items. It does NOT retroactively calculate forecast to complete on existing budget items. See Use the 'Forecast to Complete' Feature.
    • Enable Advanced Forecasting. This feature is enabled by default. Remove the checkmark to disable the advanced forecasting feature. Place a checkmark in this box to enable the advanced forecasting feature. When enabled, this action adds the following items to Procore:
    • Legacy  Allow Budget Modifications Which Modify Grand Total. Place a checkmark in this box to perform addition/subtraction to increase/decrease totals when creating budget modifications. See Create a Budget Modification.

       Note

      This feature is only available to Procore customers who have NOT yet migrated to the new budget changes feature. See Budget: New 'Budget Changes' Feature for Change Management in Project Financials.

    • New  Require Net Zero Budget Change Amounts. Place a checkmark in this box to require net zero budget changes. If you create a budget change with the setting turned ON, the full amount of an adjustment must be moved to another line item before a user can click the Save button. See Create Budget Changes

       Phased Release
      The new Budget Changes feature is designed to replace the existing budget modifications feature. Starting in October 2022, Procore will be working with Procore customers to migrate from budget modifications to the Budget Changes feature by October 16, 2023. Once you migrate, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see: Common Questions.
  5. Click Update.

Set User Permissions for the Budget Tool

Instead of the steps below, Procore recommends that you set user access permissions to your project tools using a permission template. See Manage Project Permissions Templates.

  1. Navigate to the project's Budget tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click Permissions Table
  4. Under User Permissions for Budget, set the user's access permission level by clicking the icon in the column so a GREEN checkmark appears.

    The color-coded icons in the user permissions area denotes the user's access permission level to the tool. To learn more, see What are the default permission levels in Procore?

    Icon Color Definition
    green-check.png GREEN The user has been granted this access permission level to the tool.
    red-x.png RED The user has NOT been granted this access permission to the tool.
    grey-x.png GREY The user is either (1) a Procore Administrator or, (2) has been granted access permission to the Procore tools on this project using a permission template (see What is a permissions template?). To change the user's access permission level, see Manage Project Permissions Templates.

 

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 icon-external-link.png.