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View Budget Change Detail for a Budget Line Item

 Phased Release
The new Budget Changes feature is designed to replace the existing budget modifications feature. Starting in October 2022, Procore will be working with Procore customers to migrate from budget modifications to the Budget Changes feature by October 16, 2023. Once you migrate, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see: Common Questions.

Objective

To view the budget change details for a line item on your project's budget.

Background

While viewing a budget, you can view the budget change details in a pop-up window for a line item on your budget. 

Things to Consider

  • Required User Permissions:
    • To view a budget change, 'Read Only' level permissions or higher on the project's Budget tool. 
  • Additional Information:
    • Procore recommends that your company (or each project team) develop a policy for managing budget changes in your environment. 
    • Budget changes are supported by the Company level Workflows tool. 
  • Limitations:
  • For companies using the icon-erp-synced2.png ERP Integrations tool: Show/Hide  
    • Only 'Approved' budget changes can be sent to Procore + ERP Integrations.
    • Budget changes can be retrieved from Procore + ERP Integrations if they have not yet been synced.
    • Budget changes cannot be edited or deleted once synced with the integrated ERP system.

Prerequisites

Steps

  1. Navigate to the project's Budget tool. 
  2. Click the Budget tab. 
  3. Locate the budget line item with a budget change. 
  4. Click the value in the Budget ROM cell to open a pop-up window that summarizes the budget change details for the selected line item. 
    budget-changes-in-budget.png
     

See Also