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Create a Budget Line Item

Objective

To add a new line item to the Budget tool.

Things to Consider

Steps

  1. Navigate to the project's Budget tool. 
  2. If your budget is locked, click the + Create Budget Line Item button in the right pane.  If your budget is unlocked, skip to Step 3.
  3. Use the drop-down menu pickers to add a new line item. 

    budget-line-item1.jpg
     
  4. Click the +Add button.

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.