Create Budget Changes from a Change Event
Objective
To create a budget change from the Change Events tool.
Background
Things to Consider
- Required User Permissions:
- 'Standard' level permissions or higher on the project's Budget tool.
- 'Admin' level permission to the project's Change Events tool.
- Additional Information:
- It is recommended that your company develop a policy for processing budget changes in your Procore environment.
- Limitations:
- Budget changes do NOT automatically populate in GC/Client invoices, funding invoices, or owner invoices.
- 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.
Steps
- Navigate to the project's Change Events tool.
- Locate the change event line item(s) that you want to associate with a budget change.
- Click the check box next to each line you want to include in the budget change.
- Click Add to at the top of the change event list.
- Select Budget Changes.
- Select 'New Budget Change' or choose an existing budget change to associate with the line item.