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

1. Navigate to the project's Change Events tool.
2. Locate the change event line item(s) that you want to associate with a budget change.
3. Click the check box next to each line you want to include in the budget change. 
4. Click Add to at the top of the change event list.
   
5. Select Budget Changes.
6. Select 'New Budget Change' or choose an existing budget change to associate with the line item.

See Also

• Create a Change Event
• Create Budget Changes