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Procore

Edit a Budget

Objective

To make modifications to a project's budget in Procore.

Background

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. To learn more about the steps you can use, see the tutorials listed under Steps below. 

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.

See Also

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.

 

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