To make modifications to a project's budget in Procore.
There are several ways to make changes to a project's budget. The steps that you use depend on where you are in the budgeting process and whether the budget has been locked or is unlocked.
Things to Consider
- Required User Permissions:
- Refer to the 'Things to Consider' sections in the tutorials listed under Steps below.
- If your company has enabled the ERP Integrations tool:
- The budget must be locked to export it to an integrated ERP system. See Lock a Budget.
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