Unlock a Budget

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. 

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.