Configure Settings: Budget
Objective
To configure advanced settings for the project's Budget tool.
Background
Users with the appropriate permissions can configure a variety of advanced settings for the project's Budget tool.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Budget tool.
- Additional Information:
- There are additional configuration steps for the budget and forecast views in the Company Admin tool. See Set Up a New Budget View and Set Up a New Forecasting View.
Steps
- Navigate to the project's Budget tool.
- Click Configure Settings .
- Click Budget Settings.
- In the Budget Settings page, configure each setting:
- To turn a feature ON, mark the check box.
- To turn a feature OFF, remove the check mark from the box.
- Click Update.
Budget Line Formatting
This table details the settings under 'Budget Line Formatting' in the 'Budget Settings' page.
Setting | Element | Description |
---|---|---|
Display all values in red text on rows where any calculated column value is negative | Check box | Mark this check box to have all values in a line show as red when any column in the row is negative. |
Forecasting
This table details the settings under 'Forecasting' in the 'Budget Settings' page.
Setting | Element | Description |
---|---|---|
Autocalculate Forecast to Complete by Default | Check box | Mark the check box to automatically calculates the forecast to complete for new budget items. Procore does NOT retroactively calculate the 'Forecast to Complete' value on existing budget items. |
Enable Advanced Forecasting | Check box | Mark the check box to add the following features to Procore:
|
Budget Changes
This table details the settings under 'Budget Changes' in the 'Budget Settings' page.
Setting | Description | |
---|---|---|
Require a Budget Change Adjustment to Change Event association | Yes/No |
YES: NO: |
Require Net Zero Budget Change Amounts | Check box |
Mark the check box to require net zero budget change amounts when creating budget changes. This requires the user creating the budget change to move the full amount of an adjustment to another line item before allowing them to click Save. See Create Budget Changes. |
Allow Budget Changes to be Billed on Owner Invoices |
Check box | Mark this check box to allow users to add newly approved budget changes to the most recent owner invoice: Note: Selected budget changes must have a net zero balance. |
Legacy Content
Budget Modifications
This setting is only available to Procore customers who have not completed migration to the budget changes feature. See About Budget Changes and Migrating to Budget Changes from Budget Modifications.
Setting | Description | |
---|---|---|
Allow Budget Modifications Which Modify Grand Total | Check box |
Mark the check box to turn this setting ON to:
|
Set User Permissions for the Budget Tool
Instead of the steps below, Procore recommends that you set user access permissions to your project tools using a permission template. See Manage Project Permissions Templates.
- Navigate to the project's Budget tool.
- Click Configure Settings .
- Click Permissions Table.
- Under User Permissions for Budget, set the user's access permission level by clicking the icon in the column so a GREEN checkmark appears.