**NOTE THESE PAGES ARE CURRENTLY IN DRAFT FORM. PLEASE CHECK BACK FOR UPDATES Subject Matter Experts Brinkmann Standards Project Budget Budget Views Configuration Tasks Reports ERP Integrations Tip 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Projections, and Reports Budget Forecasts, Projections, and Reports - Specialty Contractor Change Order Analysis OUTDATED VIDEOS - Removed from Support Site and Certifications Specialty contractor as a Client - Set Up Budget Views Owner - Set Up a Budget Owner - Navigate the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 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 Add a Budget View for Real-Time Labor Costing Set Up the 'Procore Labor Productivity Cost' Budget View Budget Recent Changes
OVERVIEW
**NOTE THESE PAGES ARE CURRENTLY IN DRAFT FORM. PLEASE CHECK BACK FOR UPDATES
Subject Matter Experts
Miranda Hill
Renee Phelan
Jared Cox
Chandler Mische
Brinkmann Standards
Estimated cost at completion
Check the box for fee and exporting markups for estimates
TIMELINE
Same as previously handled in Vista, you are required to click the "Send to ERP" button of your budget on the 15th of the month.
From the budgets tool, take a Snapshot (formatted as YYYY.MM.DD Projection. Sample: "2023.11.15 Projection")
Change the view to the newly taken budget.
Click the orange 'Send to ERP' button.
If you do not click the Send to ERP button the projection will not go to accounting for their use.
PROCORE STANDARDS & BEST PRACTICES
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
There are no items that match your search query.
Project Budget
Set Up a Budget
Budget Changes
Budget Modifications
Budget Detail
Budget Snapshots
Forecast to Complete
Goods & Services Tax (GST)
Production Quantities
Additional Tasks
Budget Views
Set Up a Budget View
Standard Budget Views Labor Productivity Cost View
Real-Time Labor Productivity
Advanced Forecasting on the Forecast Tab
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 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
OUTDATED VIDEOS - Removed from Support Site and Certifications
Specialty contractor as a Client - Set Up Budget Views
Owner - Navigate the Forecasting Tab
General Contractor - Navigate the Forecasting Tab
Specialty Contractor - Navigate the Forecasting Tab
Owner - Create a Budget Modification
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
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Set Up a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Budget Forecasts, Projections, and Reports
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Add New Line Items to a Budget - General Contractor
Navigate the Forecasting Tab - General Contractor
Budget Forecasts, Projections, and Reports
Add New Line Items to a Budget - General Contractor
Navigate the Forecasting Tab - General Contractor
Budget Forecasts, Projections, and Reports
Add New Line Items to a Budget - General Contractor
Navigate the Forecasting Tab - General Contractor
Budget Forecasts, Projections, and Reports
Add New Line Items to a Budget - General Contractor
Navigate the Forecasting Tab - General Contractor
Budget Forecasts, Projections, and Reports
Add New Line Items to a Budget - General Contractor
Create a Budget Modification
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 - General Contractor
Create a Budget Modification
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 - General Contractor
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 - General Contractor
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
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 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
OUTDATED VIDEOS - Removed from Support Site and Certifications
Specialty contractor as a Client - Set Up Budget Views
Owner - Navigate the Forecasting Tab
General Contractor - Navigate the Forecasting Tab
Specialty Contractor - Navigate the Forecasting Tab
Owner - Create a Budget Modification
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
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Set Up a Budget
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Owner - Budget Forecasts, Projections, and Reports
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Budget
Add a Budget View for Real-Time Labor Costing
Set Up the 'Procore Labor Productivity Cost' Budget View
Budget
The following table highlights which user permissions are required to perform the described user action.
integrated ERP system .
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 These steps require that your company has enabled the ProEst by Procore integration.
4 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
No recent notable changes.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
: Indicates your company's Procore account must be configured to work with an integrated ERP system.