What are Procore's standard budget views for ERP Integrations?

Background

When your company's Procore account is initially implemented, it includes several standard budget views that were designed for use on non-ERP integrated projects (see What are Procore's standard budget views?). However, if your company's Procore account is using the ERP Integrations tool with one of the supported integrated ERP systems, Procore also provides your company's account with standard budget views that are compatible with both Procore and your integrated ERP system:

Answer

Depending on the integrated ERP system set up to work with your company's Procore account, your company's Procore Administrator will typically work with Procore to provide your company account with a standard budget view for use with project's that sync data with the ERP Integrations tool. Budget views are created by Procore and are made available to your Procore Administrator in the Company Admin tool. You can use this budget view as template for creating customised budget views for your company account or you can modify the budget view you were provided. To learn how to create a new budget, see Set up a New Budget View.

Procore ERP Budget View

For integrated ERP systems that support the Procore ERP Budget view, the table below details the columns that are provided by default.

 Note
Keep in mind that your company's Procore Administrator has the ability to both modify and create customised versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Column Name Column Type Description
Division Standard Shows the division associated with the budget line item.
Cost Code Standard Shows the cost code associated with the budget line item.
Cost Type Standard Shows the cost type associated with the budget line item. 
Project Standard Shows the name of the Procore project associated with the budget line item.
Sub Job Standard Shows the name of the sub job associated with the budget line item.
Original Budget Amount Standard Shows the original budget amount for the budget line item. 
Budget Modifications Standard Shows the amount of any budget modifications affecting the original budget amount. 
Approved COs Source Shows the amount of any variations in the 'Approved' status associated with the budget line item.
Commitments Progress Claimd Source Shows the amount of any commitments that have been progress claimd
Pending Budget Changes Source Shows the amount associated with any pending changes associated with the budget line item. 
Revised Budget Calculated Shows the adjusted amount for the budget line item. 
Projected Budget Calculated Shows the projected budget amount for the budget line item. 
Committed Costs Source Shows any committed costs associated with the budget line item. 
Pending Cost Changes Source Shows any pending changes to the costs associated with the budget line item. 
Job to Date Costs Source Shows all of the costs for the job to the current date for the budget line item. 
Projected Over Under Calculated Shows a calculated value with the projected amount the line item is over or under budget. 
Estimated Cost at Completion 1 Calculated Provides the estimated cost at completion for the budget line item. 
Projected Costs Calculated Provides the  projected costs associated with the budget line item. 
Direct Costs Calculated Provided a calculated value for any direct costs affecting the budget line item. 
Forecast to Complete Standard Provides a calculated forecast amount to complete the task associated with the budget line item. 

1 If you are exporting cost forecast data to Sage 300 CRE®, the export is only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View. 

ERP Direct Cost View

For integrated ERP systems that support the ERP Direct Cost View, the table below details the columns that are provided by default.

 Note
Keep in mind that your company's Procore Administrator has the ability to both modify and create customised versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Column Name Column Type Description
Division Standard Shows the division associated with the budget line item.
Cost Code Standard Shows the cost code associated with the budget line item.
Cost Type Standard Shows the cost type associated with the budget line item. 
Original Budget Amount Standard Shows the original budget amount for the budget line item. 
Budget Modifications Standard Shows the amount of any budget modifications affecting the original budget amount. 
Project Standard Shows the name of the Procore project associated with the budget line item.
Sub Job Standard Shows the name of the sub job associated with the budget line item.
Approved COs Source Shows the amount of any variations in the 'Approved' status associated with the budget line item.
Direct Costs Calculated Shows the amount of any direct costs associated with the budget line item. 
Pending Budget Changes Source Shows any pending changes to the costs associated with the budget line item. 
Revised Budget Calculated Shows the adjusted amount for the budget line item. 
Project Budget Calculated Shows the projected budget amount for the budget line item. 
Committed Costs Source Shows any committed costs associated with the budget line item. 
Pending Cost Changes Source Shows any pending changes to the costs associated with the budget line item. 
Projected Costs Calculated Provides the  projected costs associated with the budget line item. 
Forecast to Complete Standard Provides a calculated forecast amount to complete the task associated with the budget line item. 
Estimated Cost at Completion 1 Calculated Provides the estimated cost at completion for the budget line item.
Projected Over Under Calculated Shows a calculated value with the projected amount the line item is over or under budget.
Job to Date Costs Source Shows all of the costs for the job to the current date for the budget line item.

1 If you are exporting cost forecast data to Sage 300 CRE®, the export is only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View.