View Budget Changes
Objective
To view a budget change using the project's Budget tool.
Background
After creating a budget change, follow the steps below to view it in the project's Budget tool.
Things to Consider
- Required User Permissions:
- To view any budget changes on your project, '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:
- Budget changes do NOT automatically populate GC/Client invoices, funding invoices, or owner invoices.
- For companies using the
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
- Navigate to the project's Budget tool.
- Click the Budget Changes tab.
Tip
Want to sort your list of budget changes? Click a column's heading to sort the budget changes table data by that column. - Locate the desired budget change. Then click its Budget Change # link to open it.
