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.
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Project Budget
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Budget Views
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Configuration TasksERP Integrations |
To browse and search all Procore training videos, visit our video library.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Set Up a Budget |
Add New Line Items to a Budget - Head Contractor |
Create a Budget Change |
Navigate the Forecasting Tab - Head Contractor |
Budget Forecasts, Projections and Reports |
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
Video content may not accurately reflect the current state of the system, and/or it may be out of date.
The following table highlights which user permissions are required to perform the described user action.
+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.
: Indicates your company's Procore account must be configured to work with an integrated ERP system.
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 The Reports tool must be an active Project Tool. See Add and Remove Project Tools.
Below are the notable changes to the project's Budget tool.
You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets and report at the right level of granularity, for an enhanced real time labour productivity cost Budget View. See Field Productivity and Project Financials: Setup Guide.
A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.