Search Back to top Filter ResultsLocationProducts (82)FAQ (51)Customer Success (1)Getting Started with Procore (1)ClassificationArticle typeCategoryGuideTopicHow-toReferenceTutorialFAQRelease NoteTool Landing PageTutorial ListFAQ ListPermissions ListWorkflow ListTool OverviewRelease Notes ListVideosStageStubDraftReviewFinalOutdatedObsoleteSME ReviewFinal ReviewPublish ReadyPublishedDeprecatedLanguageEnglish-USEnglish-AUSpanishFrench-CAReady to TranslateYesNoInclude attachmentsContent TypeDocumentImageOther Searching inAll resultsAbout 135 resultsWhy is the Financial Health section of the Health Dashboard not configured?https://en-ca.support.procore.com/faq/why-is-my-financial-health-section-of-the-health-dashboard-not-configuredExplains that a budget view must be configured before the Financial Health section will be configured in the Health DashboardSend a Budget to ERP Integrations for Accounting Acceptancehttps://en-ca.support.procore.com/products/online/user-guide/project-level/budget/tutorials/send-a-budget-to-erp-integrations-for-accounting-acceptanceHow to send a budget in Procore to the ERP Integrations tool for acceptance for export to an Integrated ERP system by an accounting approver.Delete a Budget Viewhttps://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/delete-a-budget-viewHow to delete a budget view.Edit an Existing Budget Viewhttps://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/edit-an-existing-budget-viewHow to edit an existing budget viewUpdate a Unit of Measure on the Unit of Measure Master Listhttps://en-ca.support.procore.com/products/online/user-guide/company-level/admin/tutorials/update-a-unit-of-measure-on-the-unit-of-measure-master-listHow to add a new unit of measure to your company's Unit of Measure Master List.Create a Schedule of Values on a Client Contract using the Project's Budgethttps://en-ca.support.procore.com/products/online/user-guide/project-level/client-contracts/tutorials/create-a-client-contract-sov-from-the-project-budgetHow to create line items on a client contract's Schedule of Values (SOV) by importing line items from a project's budget.Create Budget Codes in Procore's Project Financials Toolshttps://en-ca.support.procore.com/products/online/work-breakdown-structure/tutorials/create-budget-codes-in-procores-project-financials-toolsTo use the 'Create Budget Code' button to create a new budget code on a line item in a Project Financials tool.Deactivate Budget Codes on a Projecthttps://en-ca.support.procore.com/products/online/user-guide/project-level/admin/tutorials/deactivate-budget-codes-on-a-projectHow to deactivate one or more budget codes on a Procore project.Edit Budget Code Descriptions on a Projecthttps://en-ca.support.procore.com/products/online/user-guide/project-level/admin/tutorials/edit-budget-code-descriptions-on-a-projectHow to edit budget code descriptions on a Procore project.Project Financials Refresherhttps://en-ca.support.procore.com/customer-success/procore-refresher-roadmap/4-construction-financialsProcore Refresher Roadmap - "Project Financials" Phase (4 of 4)Budget - FAQhttps://en-ca.support.procore.com/products/online/user-guide/project-level/budget/faqThis page includes links to frequently asked questions about the project's Budget tool.Show more results
