Unlock a Budget
Objective
To unlock a budget before project users have created budget modifications.
Background
The ability to unlock a budget in the project's Budget tool was added to Procore because it is not uncommon for users to find data entry error that needs correcting shortly after finalizing a budget. The unlock feature is also helpful for project team's that prefer to upload time-phased budget data into the Budget tool. See What are best practices for using multiple (phased) budget uploads? Whatever your reason for needing to unlock a budget, you can only use the steps below when one of the following conditions is true:
- No budget modifications have been created on the project.
OR - All existing budget modifications have been deleted.
Note
If you have created one or more budget modifications, continue with Unlock a Budget with Budget Modifications instead of the steps below.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Budget tool
- Requirements:
- Your project's budget cannot have any budget modifications.
- Your project's budget cannot have any budget modifications.
- For companies using the
ERP Integrations tool: Show/Hide
- If you are syncing your project's budget with an integrated ERP system, the system does NOT permit you to delete budget modifications.
- The 'Unlock Budget' button is only available for use when:
-
- QuickBooks® Desktop:
- The budget is locked.
- The export from Procore to QuickBooks® Desktop is complete.
- The job cost data (i.e., exported budget amounts) from QuickBooks® Desktop must be synced into Procore.
- Sage 100 Contractor®:
- The budget is locked.
- The export from Procore to Sage 100 Contractor® is complete.
- The exported entries have been manually posted to Sage 100 Contractor® using its Job Cost function.
- The Sage 100 Contractor® data has been synced with the hh2 Cloud Service and Procore.
- Sage 300 CRE®:
- The budget is locked.
- The export from Procore to Sage 300 CRE® is complete.
- The exported entries have been manually posted to Sage 300 CRE® using its Job Cost function.
- The Sage 300 CRE® data has been synced with the hh2 Cloud Service and Procore.
- Integration by Procore:
- The budget is locked.
- The export from Procore to Viewpoint® Spectrum® is complete.
- The job cost data (i.e., exported budget amounts) from Viewpoint® Spectrum® must be synced into Procore.
- Integration by Ryvit:
- The budget is locked.
- The export from Procore to Viewpoint® Vista™ is complete.
- The Viewpoint® Vista™ data must be synced into Procore.
- QuickBooks® Desktop:
Prerequisites
- Lock a Budget
- If your company is using the Procore + ERP Integrations tool, you must retrieve the budget from your integrated ERP system before you can use the steps below. See Retrieve a Budget from ERP Integrations Before Acceptance.
Steps
- Navigate to the project's Budget tool.
- Click the Unlock Budget button. This button is only available for use if the project's budget is locked. See Lock a Budget.
Notes
- If your team has created budget modifications, an informational message prompts for a response. To learn more, see Unlock a Budget with Budget Modifications before proceeding.