Budget

The Budget tool allows you to build and manage a comprehensive budget throughout a project's lifecycle. By eliminating the need for double-entry of contract modifications and variation values into complex spreadsheets, you'll have greater insight into how seen and unforeseen changes impact the bottom line. Take control over complicated project factors when evaluating and forecasting your project's completion costs.

Import an existing budget or build a comprehensive project budget that can be exported to the Microsoft Excel or PDF formats
Review financial performance for a single project or across multiple projects
Share the status of your budget with your team so they can make informed decisions in the field
Generate detailed budget reports showing budget modification, buyout summaries, line item details, and more

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Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Variation Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Speciality contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

Head Contractor - Navigate the Forecasting Tab

Speciality Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Speciality contractor as a Client - Create a Direct Cost

Speciality contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Speciality contractor as a Client - Budget Forecasts, Projections and Reports

Speciality contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Speciality contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget	Add New Line Items to a Budget - General Contractor	Create a Budget Change
Navigate the Forecasting Tab - General Contractor	Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Add New Line Items to a Budget

Navigate the Forecasting Tab

Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Variation Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Speciality contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

Head Contractor - Navigate the Forecasting Tab

Speciality Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Speciality contractor as a Client - Create a Direct Cost

Speciality contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Speciality contractor as a Client - Budget Forecasts, Projections and Reports

Speciality contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Speciality contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections and Reports

Budget

The following table highlights which user permissions are required to perform the described user action.

: Indicates your company's Procore account must be configured to work with an integrated ERP system.

Task	None	Read Only	Standard
Add a Budget Line Item		+	+
Add a Budget View for Real-Time Labour Costing	This task must be completed in the Company's Admin tool. Also requires Procore's Field Productivity tools.
Add Budgeted Production Quantities to a Project's Budget
Add the Columns for the 'Budget Changes' Feature to a Budget View	This task must be completed in the Company's Admin tool.
Add a Goods & Services Tax (GST) to a Budget ¹
Add a Partial Budget Line Item
Apply Advanced Forecasting Curves
Apply the View, Snapshot, Group and Filter Options on a Budget View
Approve Budget Changes		+	+
Configure Settings: Budget
Legacy Create a Budget Modification
Create Budget Changes		+	+
Create a Budget Snapshot
Create a Custom Budget Report ²
Create a Custom Financial Line Items Report to Compare Budget Snapshots	This task must be completed in the Reports tool.
Delete a Budget Line Item
Delete Budget Changes		+	+
Edit a Budget			+
Edit Budget Changes		+	+
Export a Budget to an Integrated ERP System
Export Budget Changes
Import a Budget		+	+
Import a ProEst Estimate for the Budget SOV ³
Import Installed Production Quantities for the Labour Productivity Cost Budget View
Lock a Budget		+	+
Read a Budget		+	+
Retrieve a Budget from ERP Integrations Before Acceptance		+	+
Set up a Budget in a New Procore Project
Send a Budget to ERP Integrations for Accounting Acceptance		+	+
Set Up a Budget View for Custom Reporting	This task must be completed in the Company Admin tool.
Set Up a New Budget View	This task must be completed in the Company Admin tool.
Set Up a New Forecasting View	This task must be completed in the Company Admin tool.
Unlock a Budget
Unlock a Budget with Budget Modifications
Use the 'Forecast to Complete' Feature
View Budget Changes
View Budget Change Detail for a Budget Line Item
View Budget Reports ⁴
View and Filter the Change History of the Budget
Void Budget Changes

¹ This task also requires 'Admin' permissions on the project's Client Contracts, Funding or Head Contracts tool.

² Also requires 'Admin' permissions on the Company level Reports tool.

³ These steps require that your company has enabled the ProEst by Procore integration.

⁴ The Reports tool must be an active Project Tool. See Add and Remove Project Tools.

Project Budget

Budget Views

Configuration Tasks

Reports

ERP Integrations

Tip

Set Up a Budget

Set Up a Budget - Owner

Set Up a Budget - Specialty Contractor

Add New Line Items to a Budget - General Contractor

Add New Line Items to a Budget - Owner

Add New Line Items to a Budget - Specialty Contractor

Create a Budget Change

Create a Budget Modification

Create a Budget Modification - Owner

Navigate the Forecasting Tab - General Contractor

Navigate the Forecasting Tab - Owner

Navigate the Forecasting Tab - Specialty Contractor

Set Up Budget Views - Specialty Contractor

Buyout Savings Budget View

Buyout Savings While in a Buyout Budget View

Current/Revised Buyout Budget View

Budget Forecasts, Projections and Reports

Budget Forecasts, Projections, and Reports - Specialty Contractor

Variation Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Speciality contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

Head Contractor - Navigate the Forecasting Tab

Speciality Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Speciality contractor as a Client - Create a Direct Cost

Speciality contractor as a Client - Add New Line Items to a Budget

Add New Line Items to a Budget

Speciality contractor as a Client - Budget Forecasts, Projections and Reports

Speciality contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Speciality contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget

Add New Line Items to a Budget - General Contractor

Create a Budget Change

Create a Budget Modification

Navigate the Forecasting Tab - General Contractor

Budget Forecasts, Projections and Reports

OUTDATED VIDEOS - Removed from Support Site and Certifications

Budget Modifications

Set Up a Budget