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Procore

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 afteer 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. 
  • For companies using the icon-erp-synced2.png 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®:
        • The budget is locked.
        • The export from Procore to QuickBooks® is complete. 
        • The job cost data (i.e., exported budget amounts) from QuickBooks® 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.

Prerequisites

Steps

  1. Navigate to the project's Budget tool.
  2. Click Unlock Budget.
     Notes
    • The Unlock Budget button is only available when the project's budget is locked. See Lock a Budget.
    • If the Unlock Budget button is grayed out and your company has enabled the ERP Integrations tool, you must click Retrieve from ERP first. See Retrieve a Budget from ERP.

 

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.