预算工具允许你在整个项目生命周期中构建和管理全面预算。通过消除将合同修改和变更通知单值重复输入到复杂的电子表格中的需要，你将更深入地了解可见和不可预见的变更如何影响底线。在评估和预测项目的完工成本时控制复杂的项目因素。

导入现有预算或构建可导出为Microsoft Excel或 PDF 格式的综合项目预算
审核单个项目或多个项目的财务绩效
与你的团队共享预算状态，以便他们可以在现场做出明智的决策
生成详细的预算报告，显示预算修改、买断摘要、明细项详细信息等

热门教程（查看全部）

热门常见问题（查看全部）

快速链接

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Configure Budget Settings

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

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

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

Add New Line Items to a Budget

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

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty 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

Configure Budget Settings

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

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

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

Add New Line Items to a Budget

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

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty contractor as a Client - Create a Budget Modification

Owner - Set Up a Budget

Owner - Budget Forecasts, Projections, and Reports

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预算

下表突出显示了执行所述用户操作所需的用户权限。

\ :表示你公司的 Procore 账户必须配置为使用集成ERP系统。

任务	无	只读	标准
添加预算明细项		+	+
将预算内生产数量添加到项目预算中
将“预算变更”功能的列添加到预算视图	此任务必须在公司管理员工具中完成。
将消费税 (GST)添加到预算中 ¹
添加部分预算明细项
应用高级预测曲线
在预算视图上应用“视图”、“快照”、“组”和“筛选器”选项
批准预算变更		+	+
配置设置：预算
旧版创建预算修改
创建预算变更		+	+
创建预算快照
创建自定义预算报告²
创建自定义财务明细项报告以比较预算快照	此任务必须在报告工具中完成。
删除预算明细项
删除预算变更		+	+
编辑预算			+
编辑预算变更		+	+
将预算导出到集成ERP系统
导出预算变更
导入预算		+	+
为人工生产力成本预算视图导入已安装的生产数量
锁定预算		+	+
读取预算		+	+
在接受之前从ERP集成中恢复预算		+	+
在新 Procore 项目中设置预算
将预算发送到ERP集成进行会计验收		+	+
为自定义报告设置预算视图	此任务必须在公司管理员工具中完成。
设置新的预算视图	此任务必须在公司管理员工具中完成。
设置新预测视图	此任务必须在公司管理员工具中完成。
解锁预算
使用预算修改解锁预算
使用“完工预测”功能
查看预算变更
查看预算明细项的预算变更详细信息
查看预算报告³
查看和筛选预算的变更历史记录
作废预算变更

¹ 此任务还需要项目的客户合同、资金或主合同工具的“管理员”权限。

²还需要公司级报告工具的“管理员”权限。

³报告工具必须是活动项目工具。请参阅添加和移除项目工具。

以下列示对项目预算工具所做的重大更改。

预算

项目预算

预算视图

配置任务

报告

ERP 集成

Procore 支持：内部注释

Tip

Configure Budget Settings

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

Change Order Analysis

OUTDATED VIDEOS - Removed from Support Site and Certifications

Specialty contractor as a Client - Set Up Budget Views

Owner - Set Up a Budget

Owner - Navigate the Forecasting Tab

General Contractor - Navigate the Forecasting Tab

Specialty Contractor - Navigate the Forecasting Tab

Owner - Create a Budget Modification

Budget Modifications

Owner - Add New Line Items to the Budget

Specialty contractor as a Client - Create a Direct Cost

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

Add New Line Items to a Budget

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

Specialty contractor as a Client - Setup a Budget

Set Up Configurable Budget Views

Specialty 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