Phased Release
The
new Budget Changes feature is designed to replace the existing budget modifications feature. Once you migrate to Budget Changes, you will no longer have access to the budget modifications feature. If you have any questions before your company starts the migration, contact your Procore point of contact. To learn more about the timeline for migration, see:
Common Questions.
背景
创建预算变更后,请按照以下步骤在项目的预算工具中进行查看。
需要考虑的事项
- 所需用户权限:
- 要查看项目的任何一个预算变更,需要项目预算工具的“只读”级别或更高级别的权限。
- 其他信息:
- Procore 建议你的公司(或每个项目团队)制定相关政策,以便管理你环境中的预算变更。
- 公司级别工作流工具支持预算变更。
- 限制:
- For companies using the
ERP Integrations tool: Show/Hide
- Only 'Approved' budget changes can be sent to Procore + ERP Integrations.
- Budget changes can be retrieved from Procore + ERP Integrations if they have not yet been synced.
- Budget changes cannot be edited or deleted once synced with the integrated ERP system.
步骤
- 导航到项目的预算工具。
- 点击预算变更标签页。
提示
想排序预算变更列表吗?点击列标题,按列对预算变更表数据进行排序。
- 找到所需的预算变更。然后点击预算变更 #链接将其打开。
