The Budget tool allows you to build and manage a comprehensive budget throughout a project's lifecycle. By eliminating the need for double-entry of contract modifications and change order values into complex spreadsheets, you'll have greater insight into how seen and unforeseen changes impact the bottom line. Take control over complicated project factors when evaluating and forecasting your project's completion costs.
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Project Budget
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Budget Views
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Configuration TasksERP Integrations |
Aby przeglądać i przeszukiwać wszystkie filmy szkoleniowe Procore, odwiedź naszą bibliotekę filmów.
The following table highlights which user permissions are required to perform the described user action.
: Indicates your company's Procore account must be configured to work with an integrated ERP system.
1 This task also requires 'Admin' permissions on the project's Client Contracts, Funding, or Prime Contracts tool.
2 Also requires 'Admin' permissions on the Company level Reports tool.
3 The Reports tool must be an active Project Tool. See Add and Remove Project Tools.
Below are the notable changes to the project's Budget tool.
With this release, a new setting is introduced that allows users to control whether budget line items appear in red when any of their values are negative. This feature provides flexibility for users who prefer not to have line items highlighted in red. When the setting is turned ON, negative values will be displayed in red text on both the budget and PDF, as is currently the case. When the setting is turned OFF, all text will appear in black, except for hyperlinks, regardless of negative values.
You can leverage flexible Work Breakdown Structure (WBS) when budgeting the resource hours and associated cost as well as a production plan based on units to install for production quantities. Flexible WBS allows your team to budget, track time and units installed in Timesheets, and report at the right level of granularity, for an enhanced real time labor productivity cost Budget View. See Resource Tracking and Project Financials: Setup Guide.
A configuration setting has been added to the Budget tool that will allow users the choice to turn off the automatic creation of new change events when budget changes are required to have change event association. When the new setting is turned on, budget change adjustments without a manually selected change event line item association will trigger the automatic creation of a new change event when saved. When it is turned off, budget changes cannot be saved without associating a change event line item to each adjustment.
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