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Retrieve a Budget from ERP Integrations Before Acceptance



After the data in a Procore project's Budget tool is sent to the ERP Integrations tool for acceptance by an accounting approver, you will not be permitted to edit the budget until it is accepted by your company's accounting approver and synced with [Your ERP Integration]. However, if you recently sent your budget to the ERP Integrations and realize you need to correct some data, there are two ways to return the data from the ERP Integrations tool for editing:

  • Retrieve the Budget from the ERP Integrations Tool. If the accounting approver has not yet accepted the budget for export to [Your ERP Integration] you may use the Steps below. 
  • Reject the Budget in the ERP Integrations Tool. If the accounting approver rejects the budget (see Accept or Reject a Budget for Export to [Your ERP Integration]).

Things to Consider


  1. Navigate to the project's Budgets tool. This reveals the Budget page. 
  2. Click Retrieve from ERP.

  3. Click Unlock Budget.
    Note: You cannot  unlock a budget if there is a budget modification. See Create a Budget Modification.


See Also