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Procore

[Beta] Configure Budget Code Attributes

  1. Last updated
    Dec 19, 2024
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Objective

Create Attributes and Attribute Items, and assign them to Budget Codes. 

Background

The Budget Code Attributes feature allows you to tag Budget Codes with attributes and use those to group and filter on other tools, such as the budget. 

Things to Consider

  • Required User Permissions:

    • ‘Admin’ level permissions on the Project Admin tool

Steps

  1. Navigate to the project’s Admin tool.
  2. Click Work Breakdown Structure.
  3. Click Budget Code Attributes tab.

Follow the instructions for action you would like to complete:

Create Attributes

  1. Click Create Attributes.
  2. Enter Names for up to three (3) Attributes.
  3. Click Create.

Create Attribute Items

  1. Click Add Item.
  2. Enter a Name for Attribute Items.
  3. Repeat for each Attribute Item.

Assign Attributes

  1. Click Budget Code Usage tab.
  2. Select Budget Code checkboxes.
  3. Click Assign Attributes.
  4. Select Attribute Items to apply.
  5. Click Apply.