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Procore Support (en-au)

Configure Settings: Budget

Objective

To configure advanced settings for the project's Budget tool.

Background

Users with the appropriate permissions can configure a variety of advanced settings for the project's Budget tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Budget tool.
  • Additional Information:

Prerequisites

Steps

Set the Budget Settings

  1. Navigate to the project's Budget tool.
  2. Click Configure Settings .
  3. Click Budget Settings.
  4. Optional: Enable the following options as wanted:
    • Allow Budget Modifications Which Modify Grand Total. Place a checkmark in this box to perform addition/subtraction to increase/decrease totals when creating budget modifications. See Create a Budget Modification
    • Autocalculate Forecast to Complete by Default. Place a checkmark in this box to automatically calculate the forecast to complete. Important! This setting only applies to new items. It does NOT retroactively calculate forecast to complete on existing budget items. See Use the 'Forecast to Complete' Feature.
    • Enable Advanced Forecasting. This feature is enabled by default. Remove the checkmark to disable the advanced forecasting feature. Place a checkmark in this box to enable the advanced forecasting feature. When enabled, this action adds the following items to Procore:
  5. Click Update.

Set User Permissions for the Budget Tool

Instead of the steps below, Procore recommends that you set user access permissions to your project tools using a permission template. See Manage Permission Templates.

  1. Navigate to the project's Budget tool.
  2. Click Configure Settings .
  3. Click Permissions Table
  4. Under User Permissions for Budget, set the user's access permission level by clicking the icon in the column so a GREEN checkmark appears.

 

If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.