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Set up a Budget


To create a project's budget in Procore by either creating one from scratch or importing a compatible CSV file. 

Things to Consider


Add a Budget

Although most users will prefer to upload an existing budget that was created outside of Procore, you can build a budget and all of its line items directly in the Budget tool. 

Navigate to the project's Budget tool.

  • Upload a Budget: See "Import a Budget CSV" in the See Also section below for more detailed instructions.
  • Create a Budget: Add line items manually.

Review and Edit the Budget

Take time to properly review the details of your budget and make any necessary adjustments before you lock it down so that it's no longer editable and you're ready to start the project.

  • Add New Line Items - See "Create a Budget Line Item" in the See Also section below.
  • Verify Line Items
  • Modify Original Budget Values (If Necessary)

Lock the Budget

Once you have completed your final adjustments to the budget and are ready to lock it down so that it becomes the official budget for the current project, you can safely lock your budget. 

When you lock a budget, the "Original Budget" data column is no longer editable in order to preserve the "Original Budget" values. Once a budget is locked, changes can only be made via Change Orders or Budget Modifications, which will give you an accurate historical record of all changes and their impact to the project's original budget. As a result, you will have a clear understanding of how the original budget iteratively evolved into the current budget over time.

Please note that a budget does not have to be locked in order to associate commitments and change orders to the budget line items. However, it's strongly recommended that the budget is locked before proceeding with these activities to ensure that the correct cost codes will be available for use. 

  • See "Lock a Budget" in the See Also section below for more information.

Next Steps

Now that your Budget is established, you can start writing commitments against it and can set up your Prime Contract. 

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.