What are Procore's standard budget views for ERP Integrations?
Background
When your company's Procore account is initially implemented, it includes several standard budget views that were designed for use on non-ERP integrated projects (see What are Procore's standard budget views?). However, if your company's Procore account is using the ERP Integrations tool with one of the supported integrated ERP systems, Procore also provides your company's account with standard budget views that are compatible with both Procore and your integrated ERP system:
Integration by Procore: Viewpoint® Spectrum®: See ERP Direct Cost View below.
Integration by Ryvit: Viewpoint® Vista™: See Procore ERP Budget View below.
QuickBooks® Desktop: See Procore ERP Budget View below.
Sage 100 Contractor®: See Procore ERP Budget View below.
Sage 300 CRE®:See Procore ERP Budget View below.
Note: If your company is using the Procore + Sage 300 CRE® integration and you want to sync the job cost transactions created in Sage 300 CRE® to Procore, it is recommended that you set up a new budget view using the Procore ERP Budget view described below as a template. You can then modify it to include the required data columns. For details, see Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.
Xero™:See Procore ERP Budget View below.
Note: If your company is using the Procore + Xero™ integration and you want to sync the job cost transactions created in Xero™ to Procore, it is recommended that you set up a new budget view using the Procore ERP Budget view described below as a template. You can then modify it to include the required data columns. For details, see Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations.
Workday®: See ERP Direct Cost View below.
Answer
Depending on the integrated ERP system set up to work with your company's Procore account, your company's Procore Administrator will typically work with Procore to provide your company account with a standard budget view for use with project's that sync data with the ERP Integrations tool. Budget views are created by Procore and are made available to your Procore Administrator in the Company Admin tool. You can use this budget view as template for creating customized budget views for your company account or you can modify the budget view you were provided. To learn how to create a new budget, see Set up a New Budget View.
Procore ERP Budget View
For integrated ERP systems that support the Procore ERP Budget view, the table below details the columns that are provided by default.
NoteKeep in mind that your company's Procore Administrator has the ability to both modify and create customized versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Keep in mind that your company's Procore Administrator has the ability to both modify and create customized versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Column Name | Column Type | Description |
|---|---|---|
Division | Standard | Shows the division associated with the budget line item. |
Cost Code | Standard | Shows the cost code associated with the budget line item. |
Cost Type | Standard | Shows the cost type associated with the budget line item. |
Project | Standard | Shows the name of the Procore project associated with the budget line item. |
Sub Job | Standard | Shows the name of the sub job associated with the budget line item. |
Original Budget Amount | Standard | Shows the original budget amount for the budget line item. |
Budget Modifications | Standard | Shows the amount of any budget modifications affecting the original budget amount. |
Approved COs | Source | Shows the amount of any change orders in the 'Approved' status associated with the budget line item. |
Commitments Invoiced | Source | Shows the amount of any commitments that have been invoiced |
Pending Budget Changes | Source | Shows the amount associated with any pending changes associated with the budget line item. |
Revised Budget | Calculated | Shows the adjusted amount for the budget line item. |
Projected Budget | Calculated | Shows the projected budget amount for the budget line item. |
Committed Costs | Source | Shows any committed costs associated with the budget line item. |
Pending Cost Changes | Source | Shows any pending changes to the costs associated with the budget line item. |
Job to Date Costs | Source | Shows all of the costs for the job to the current date for the budget line item. |
Projected Over Under | Calculated | Shows a calculated value with the projected amount the line item is over or under budget. |
Estimated Cost at Completion 1 | Calculated | Provides the estimated cost at completion for the budget line item. |
Projected Costs | Calculated | Provides the projected costs associated with the budget line item. |
Direct Costs | Calculated | Provided a calculated value for any direct costs affecting the budget line item. |
Forecast to Complete | Standard | Provides a calculated forecast amount to complete the task associated with the budget line item. |
1 If you are exporting cost forecast data to Sage 300 CRE®, the export is only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View.
ERP Direct Cost View
For integrated ERP systems that support the ERP Direct Cost View, the table below details the columns that are provided by default.
NoteKeep in mind that your company's Procore Administrator has the ability to both modify and create customized versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Keep in mind that your company's Procore Administrator has the ability to both modify and create customized versions of this view for your account, so the columns that appear in your company's budget views may be different from those documented here.
Column Name | Column Type | Description |
|---|---|---|
Division | Standard | Shows the division associated with the budget line item. |
Cost Code | Standard | Shows the cost code associated with the budget line item. |
Cost Type | Standard | Shows the cost type associated with the budget line item. |
Original Budget Amount | Standard | Shows the original budget amount for the budget line item. |
Budget Modifications | Standard | Shows the amount of any budget modifications affecting the original budget amount. |
Project | Standard | Shows the name of the Procore project associated with the budget line item. |
Sub Job | Standard | Shows the name of the sub job associated with the budget line item. |
Approved COs | Source | Shows the amount of any change orders in the 'Approved' status associated with the budget line item. |
Direct Costs | Calculated | Shows the amount of any direct costs associated with the budget line item. |
Pending Budget Changes | Source | Shows any pending changes to the costs associated with the budget line item. |
Revised Budget | Calculated | Shows the adjusted amount for the budget line item. |
Project Budget | Calculated | Shows the projected budget amount for the budget line item. |
Committed Costs | Source | Shows any committed costs associated with the budget line item. |
Pending Cost Changes | Source | Shows any pending changes to the costs associated with the budget line item. |
Projected Costs | Calculated | Provides the projected costs associated with the budget line item. |
Forecast to Complete | Standard | Provides a calculated forecast amount to complete the task associated with the budget line item. |
Estimated Cost at Completion 1 | Calculated | Provides the estimated cost at completion for the budget line item. |
Projected Over Under | Calculated | Shows a calculated value with the projected amount the line item is over or under budget. |
Job to Date Costs | Source | Shows all of the costs for the job to the current date for the budget line item. |
1 If you are exporting cost forecast data to Sage 300 CRE®, the export is only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View.