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Procore

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 Viewpoint® Vista™ 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.