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Procore

Lock a Budget

Objective

To lock a project's budget.

Background

When setting up a construction project in Procore, it is important to lock the budget once the original budget is finalized. This ensures that project users are restricted from making changes to the project's original budget data and that your team has an accurate historical record of all the budget modifications and change orders that affect the budget over the course of the project. 

Things to Consider

Steps

  1. Navigate to the project's Budget tool.
    This reveals the Budget page.
  2. Review the budget and ensure that no further changes are required.
  3. Click the Lock Budget button.
    Note: If you realize that you need to make a change to the budget, users with 'Admin' level permission to the Budget tool can unlock a budget.

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.