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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 .
  3. Click Budget Settings.
  4. Optional: Enable the following options as wanted:
    • 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
    • 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. 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:
      • A new 'Forecasting' tab to the project's Budget tool. 
      • A new 'Procore Standard Forecast View' in the Company level Admin tool. See About the Procore Standard Forecasting View.
      • The ability to create customized forecasting views in the Company level Admin tool and assign those views to projects. See Set Up a New Forecasting View.
         Coming Soon
        In an upcoming release, the 'Enable Advanced Forecasting' checkbox will be enabled in all Procore projects by default. Until this update is released, this feature is only available when it is turned ON at the request of your company's Procore Administrator by your company's Procore point of contact. To request to turn this feature ON, see How to Set Up the Advanced Forecasting Feature
  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 Permission Templates.

  1. Navigate to the project's Budget tool.
  2. Click Configure Settings .
  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 here.