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Send a Budget to ERP Integrations for Accounting Acceptance


To send data from the project's Budget tool to your company's ERP Integrations tool so it can then be accepted or rejected for export to CMiC by an accounting approver

Things to Consider

  • Required User Permission:
  • Prerequisites:
  • Restrictions:
    • After exporting a budget from Procore to CMiC, the import function (i.e., from CMiC to Procore) will no longer be available for that job/budget.
    • The ability to unlock the Procore budget (see Unlock a Budget), resend data to CMiC, add budget line items, and create budget modifications will be disabled until:
      • The export from Procore to CMiC is complete and the exported entries have been manually posted to CMiC using its Job Cost function. See your CMiC Help system for instructions.
  • Additional Information:
    • Typically, a project manager performs this task.


  1. Navigate to the project's Budget tool. 
    This reveals the Budget page. 
  2. In the 'Budget' page, under 'Cost Code Detail', review the budget's line items.
    Note: If your budget contains sub job information, it is listed in the budget 
  3. When you are ready to send your budget to the ERP Integrations tool for acceptance by an accounting approver, click Send to ERP (or, if you've previously sent the budget, click Re-send to ERP).



  • If the Send to ERP (or Re-send to ERP) button is grayed out and unavailable, hover your cursor over the question mark (?) to learn why. Typically, it's because the project's ERP data has not yet been synced or because the item does not meet the minimum requirements (see above). 
  • If the Retrieve from ERP button appears, the data has already been sent to the ERP Integrations tool. 
  1. If you are updating a Procore budget that has been synced with CMiC, see Create a Budget Line Item and Create a Budget Modification.

The system sends the original budget and budget modifications to the ERP Integrations tool where it can be accepted or rejected for export by an accounting approver.

​See Also