If you are setting up the budget on a Procore + Sage 100 Contractor® project for the first time, use the workflow below as a guideline.
Important! When setting up a new project in Procore, you must always set up the budget in one system and then import or export it to the other. You cannot create a budget in both systems and then sync the budgets a later time. Once it is set up as desired, updates to the budget must be managed in the system in which it was created.
If you want to set up and manage your budget in Procore, the steps for exporting your Procore Budget to Sage 100 Contractor® is as follows:
After you sync the budget for the first time, you can also sync an updated Procore budget to Sage 100 Contractor®:
If you are updating a Procore budget that has been synced with Sage 100 Contractor®, see Create a Budget Line Item and Create a Budget Modification.