KIER + Procore: Budget

KIER Custom Budget View Overview

Navigate to the project's Budget tool.
Click the Budget tab.
Click the View menu and choose KIER's custom Procore ERP Job Cost Detail Budget from the list.

KIER's Procore ERP Job Cost Detail Budget View

The illustration below shows you the default layout for the 'Procore ERP Job Cost Detail Budget' view, as it looks when assigned to a project's Budget tool.

Budget Columns & Calculations

The following table details the default column and layout of the 'Procore ERP Job Cost Detail Budget' view.

Column Name	Column Type	Column Format	Description
Description	Standard	n/a	Shows the project's budget code and budget code description. Depending on your budget code, this shows the division, cost code, and cost type associated with the budget line item.
Original Budget Amount	Standard	Currency	Shows the original budget amount for the budget line item.
Approved COs	Source (Prime Contract)	n/a	This visible column shows the Prime Contract change orders (PCCOs) in the Approved status. This column is also used to calculate the Revised Budget, Projected Budget and the Forecast to Complete columns.
Revised Budget	Calculated	Currency	This visible column shows the total amount of any Budget Modifications + Approved COs. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Pending Budget Changes	Source	Currency	This visible column shows the amounts from pending prime contract change orders in Draft or Pending statuses for the budget line item.
Projected Budget	Calculated	Currency	This visible column Calculates the value of the Revised Budget + Pending Budget Changes values.
Committed Costs	Source	Currency	This visible column shows the commitment costs for subcontracts in the Approved and Complete statuses, purchase orders in the Approved status, and change orders in the Approved status.
AP Commitment Costs Detail	Source	Currency	This visible column shows the subcontractor invoices that have been approved through Timberscan and processed in our accounting department.
Un-paid Committed Cost	Calculated	Source	This visible column shows the difference between the Committed Cost column and the AP Commitment Costs Detail column.
Direct Cost Details	Source	Currency	This visible column shows direct costs in the Approved status. This includes payroll costs, invoices for temp services & credit card expenses.
Job to Date Costs	Calculated	Currency	This visible column shows Direct Costs + Subcontractor Invoices.
Pending Cost Changes	Source (Commitment)	Currency	This visible column shows subcontracts in the Out for Signature, Draft, & Pending statuses, purchase order contracts in the Processing, Submitted, Partially Received, and Received Status, and change orders in the Pending - statuses.
Change Event ROM	Source	Currency	This visible column all ROM estimates in your change events. The value that appears in this column on a budget line item is not yet associated with a PCO, CCO, RFQ, or a Non-Commitment Cost.
Job to Date Costs Detail	Source	Currency	This visible column shows all approved direct costs including: invoices, expenses, payroll & subcontractor invoices.
Current % Complete	Calculated	Percentage	This visible column divides the Job to Date Cost Detail Column by the Projected Budget column to calculate the % complete.
Projected Costs	Calculated	Currency	This visible column shows Committed Costs + Direct Costs + Pending Cost Changes+Change Event ROM. This column is also used to calculate the 'Forecast to Complete' value in the budget line item.
Forecast to Complete	Standard	Currency	This visible column is a calculation of the Projected Budget - Project Costs. You can configure the 'Forecast to Complete' setting to Automatic Calculation, Manual Entry, or Monitored Resources on a per-line-item basis. A lightning bolt icon in the 'Forecast to Complete' column indicates the automatic net-zero calculation has been applied. KIER's Forecasting Best Practices.
Estimated Cost at Completion	Calculated	Currency	This visible column calculates the Projected Costs + Forecast to Complete.
Projected Over/Under	Calculated	Currency	This visible column calculates the Projected Budget - Estimated Cost at Completion.

Cost Code types:

There are 5 different cost types within each cost code. Cost types are a way to identify and classify your project’s costs. They are also used to generate Job Cost Summary Reports in Procore. Each cost type has a purpose and will be interfaced by the estimating department.

o   (S) Subcontract – This is for all subcontracts and will reflect the actual amount of the commitment to the subcontractor.

o   (L) Labor – This is for Kier Superintendents, Foremen, Punch Foreman, Project Engineers, etc. If there is a budget in a cost code in Div. 2 – 16 with a category for labor, it is for Kier Employees.

o   (M) Material – This is for Purchase Orders/Supply only commitments.

o   (O) Other – In Division 1 – this is used for phones, fuel and other expenses. In Division 2 -16, this is a budget. This could be for materials that do not require a PO or for something that is anticipated but not covered in a subcontract. General Labor is coded here for third parties.

o   (E) Equipment – On a GMP contract, this is where you will find any internal contingency. This money was made in buy-out, and operations/estimating has identified as a contingency.

Further Information

The Budget tool allows you to build and manage a comprehensive budget throughout a project's lifecycle. By eliminating the need for double-entry of contract modifications and change order values into complex spreadsheets, you'll have greater insight into how seen and unforeseen changes impact the bottom line. Take control over complicated project factors when evaluating and forecasting your project's completion costs.

Import an existing budget or build a comprehensive project budget that can be exported to the Microsoft Excel or PDF formats
Review financial performance for a single project or across multiple projects
Share the status of your budget with your team so they can make informed decisions in the field
Generate detailed budget reports showing budget modification, buyout summaries, line item details, and more

Popular Tutorials (view all)

Top FAQ (view all)

Quick Links

Configure Budget Settings

Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections, and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

Specialty contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Specialty contractor as a Client - Budget Forecasts, Projections, and Reports

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget	Add New Line Items to a Budget - General Contractor	Create a Budget Change
Navigate the Forecasting Tab - General Contractor	Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add New Line Items to a Budget

Navigate the Forecasting Tab

Configure Budget Settings

Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections, and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

Specialty contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Specialty contractor as a Client - Budget Forecasts, Projections, and Reports

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections, and Reports

Budget

The following table highlights which user permissions are required to perform the described user action.

: Indicates your company's Procore account must be configured to work with an integrated ERP system.

Task	None	Read Only	Standard
Add a Budget Line Item		+	+
Add Budgeted Production Quantities to a Project's Budget
Add the Columns for the 'Budget Changes' Feature to a Budget View	This task must be completed in the Company's Admin tool.
Add a Goods & Services Tax (GST) to a Budget ¹
Add a Partial Budget Line Item
Apply Advanced Forecasting Curves
Apply the View, Snapshot, Group, and Filter Options on a Budget View
Approve Budget Changes		+	+
Configure Settings: Budget
Legacy Create a Budget Modification
Create Budget Changes		+	+
Create a Budget Snapshot
Create a Custom Budget Report ²
Create a Custom Financial Line Items Report to Compare Budget Snapshots	This task must be completed in the Reports tool.
Delete a Budget Line Item
Delete Budget Changes		+	+
Edit a Budget			+
Edit Budget Changes		+	+
Export a Budget to an Integrated ERP System
Export Budget Changes
Import a Budget		+	+
Import Installed Production Quantities for the Labor Productivity Cost Budget View
Lock a Budget		+	+
Read a Budget		+	+
Retrieve a Budget from ERP Integrations Before Acceptance		+	+
Set up a Budget in a New Procore Project
Send a Budget to ERP Integrations for Accounting Acceptance		+	+
Set Up a Budget View for Custom Reporting	This task must be completed in the Company Admin tool.
Set Up a New Budget View	This task must be completed in the Company Admin tool.
Set Up a New Forecasting View	This task must be completed in the Company Admin tool.
Unlock a Budget
Unlock a Budget with Budget Modifications
Use the 'Forecast to Complete' Feature
View Budget Changes
View Budget Change Detail for a Budget Line Item
View Budget Reports ³
View and Filter the Change History of the Budget
Void Budget Changes

¹ This task also requires 'Admin' permissions on the project's Client Contracts, Funding, or Prime Contracts tool.

² Also requires 'Admin' permissions on the Company level Reports tool.

³ The Reports tool must be an active Project Tool. See Add and Remove Project Tools.

Below are the notable changes to the project's Budget tool.

Recent Changes

New 'Type' Field on Budget Changes (02/17/2026)

Use our new 'Type' field in Budget Changes to efficiently categorize, track, and report on different classifications of fund transfers such as contingencies, allowances, or buyouts. These categories are now visible directly within your Budget Change list views and main Budget columns, making it easier than ever to filter financial data and run detailed reports without the need for custom data sets. To join the beta, see Manage Features with Procore Explore.

Edit Budget Snapshots for greater flexibility (02/09/2026)

You can now edit the name, type, and description of your budget snapshots directly from the Snapshot banner in the Budget. This update eliminates the need to delete and recreate snapshots when details change and allows you to convert snapshots between Ad Hoc and Project Status (PSS) types at any time, ensuring your data is correctly categorized for project or company-level reporting. Notably, converting to a PSS from Ad Hoc automatically sets the status to Approved, streamlining the transition for previously reviewed records. To learn more, see Budget and Snapshots User Guide.

BUDGET Navigation IMPROVEMENTS (11/10/2025)

Procore has migrated the Budget tool to a new architecture to deliver a unified customer experience. This update introduces features that eliminate the sidebar navigation on the Budget and Forecasting pages. All actions – including Create, Import, and Reports are now consolidated in the header for consistent navigation.

Beta Modernized Budget Table Experience (10/27/2025)

Procore is launching an upgrade to our budget table experience that brings a modern look and feel, more flexibility and an easier way to work with your project's budget. This update gives you better filtering, grouping, and table controls, plus streamlined actions like keyboard navigation and the ability to multi-select and copy values across rows. Clicking into a value now opens the side panel for details, replacing the modal view. Additionally, you can pin critical columns to keep key metrics in view. To join the beta, see Manage Features with Procore Explore.

'Status' Filter for Owner Invoices Now Generally Available (08/15/2025)

Procore's new 'Status' filter for 'Owner Invoice' in budget views is now generally available. When an administrator adds the 'Owner Invoice' column to a budget view, your users can now filter budget items by owner invoice status: Draft, Under Review, Revise & Resubmit, and Approved. To learn more, see Set up a New Budget View.

Budget Code Attributes for Work Breakdown Structure Now Generally Available (08/11/2025)

Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This program can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.

Modernized Change History Experience in Budget Tool (08/11/2025)

The user interface for the Budget tool’s Change History page has been modernized to provide a more seamless, user-friendly experience. There is no change to functionality. However, the table has been updated, users can now select cost code, cost type, and sub job filters from drop-down lists or click the Filters button to open a list of filters in the side panel. There is no change to functionality. See View and Filter the Change History of the Budget.

Project Status Snapshots is Now Generally Available (08/11/2025)

Procore is pleased to introduce Project Status Snapshots, which streamlines recurring budget forecasting and status reporting with dedicated budget snapshot types. It also provides instant variance analysis and centralized management for improved project oversight. For details, see About Project Status Snapshots for the Budget Tool. This feature works with the new Company Level Project Status Snapshots tool.

Beta New RFQ Status filter on the Budget's Change Event ROM (07/28/2025)

Configure your budget with a new RFQ status filter for Change Event ROM columns, enhancing the accuracy of cost forecasting by distinguishing between committed and potential costs. The RFQ Status filter allows users to configure which RFQ statuses, such as 'Pending' or 'Approved', display ROM values, eliminating cost duplication in forecasts. The Status Filter feature, available through Procore Explore, must be enabled by a user with 'Admin' level permissions to the Company Admin tool. To learn more, see Set up a New Budget View.

Beta Project Status Snapshots Open Beta (05/12/2025)

Procore is pleased to announce the start of the Project Status Snapshots open beta program. To join the beta, see Manage Features with Procore Explore. To learn more about the feature, see Budget & Forecast Snapshots: User Guide and the Company level Project Status Snapshots tool.

New 'Notes' Column for Line Items in Budget and Forecasting Views (5/12/2025)

Teams can now add a Notes column to budget and forecast views. This gives your team essential context about specific line items to improve decision-making. Notes are visible within Procore in views, exports, reports, and snapshots. This feature must be enabled at the Company level by a user with 'Admin' level permissions on the Company Admin tool using Procore Explore or by contacting your Procore point of contact. For details, see About Budget Notes.

Beta Try Out a New 'Status' Filter for Owner Invoices in Procore's Budget Views (05/12/2025)

Procore invites you to try out a new 'Status' filter that works with the 'Owner Invoice' source column on a budget view, letting budget view users filter budget line items by owner invoice status: Draft, Under Review, Revise & Resubmit, and Approved. To participate in this beta program, contact your Procore point of contact. To learn more, see Set up a New Budget View.

Enabled Workflows Data for Budget Changes for Procore Custom Solutions (05/12/2025)

For teams using custom forms created by Procore Custom Solutions, Procore introduced the capability to enable workflows data for budget changes, streamlining the budget management process by integrating workflow data directly into custom PDF reports. This enhancement improved the accuracy and efficiency of budget tracking and reporting, providing construction stakeholders with a comprehensive view of budget changes and their associated workflows.

Beta Budget Code Attributes for Work Breakdown Structure (04/25/2025)

Procore has introduced the ability to create and assign attributes at the budget code level, enhancing flexibility and customization for users. The Budget tool now supports attribute grouping and filtering, as well as budget export capabilities. This program can be enabled by a user with 'Admin' permissions on the Company Admin tool using Procore Explore. If you don't have Procore Explore, contact your Procore point of contact. To learn more, see About Budget Code Attributes.

CONFIGURABLE RED TEXT ON BUDGET LINE ITEMS (11/11/2024)

With this release, a new setting is introduced that allows users to control whether budget line items appear in red when any of their values are negative. This feature provides flexibility for users who prefer not to have line items highlighted in red. When the setting is turned ON, negative values will be displayed in red text on both the budget and PDF, as is currently the case. When the setting is turned OFF, all text will appear in black, except for hyperlinks, regardless of negative values.

View Labor Productivity Tracking with Flexible Work Breakdown Structure (06/17/2024)

You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report at the right level of granularity, for an enhanced real time labor productivity cost Budget View. See Resource Tracking and Project Financials: Setup Guide.

New Configuration Setting for Automatic Change Event Creation (05/13/2024)

A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.

KIER Custom Budget View Overview

KIER's Procore ERP Job Cost Detail Budget View

Budget Columns & Calculations

Cost Code types:

Further Information

Project Budget

Budget Views

Configuration Tasks

Reports

ERP Integrations

PROCORE SUPPORT: INTERNAL NOTES

Tip

Configure Budget Settings

Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections, and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

Specialty contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Specialty contractor as a Client - Budget Forecasts, Projections, and Reports

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections, and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor