View Budget Change Detail for a Budget Line Item

To view the budget change details for a line item on your project's budget.

While viewing a budget, you can view the budget change details in a pop-up window for a line item on your budget.

• Required User Permissions:

  • To view a budget change, 'Read Only' level permissions or higher on the project's Budget tool.

• Additional Information:

  • Procore recommends that your company (or each project team) develop a policy for managing budget changes in your environment.

  • Budget changes are supported by the Company level Workflows tool.

• Limitations:

  • Budget changes do NOT automatically populate GC/Client invoices, funding invoices, or owner invoices.

• For companies using theERP 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.

• Create Budget Changes

1. Navigate to the project's Budget tool.

2. Click the Budget tab.

3. Locate the budget line item with a budget change.

4. Click the value in the Budget ROM cell to open a pop-up window that summarizes the budget change details for the selected line item.